Assistant Relationship Management EAM Desk Geneva
Vor 2 Tagen
Are you passionate about the financial world? For our External Asset Manager (EAM) desk in Geneva, we are looking for an Assistant Relationship Management who will help support the team.
What would your role be?
Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
Be the go-to expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals.
Ensure the smooth openings and closings of accounts.
Handling complex structures, international clientele, and challenging tasks in a changing working environment.
What are we looking for?
Previous experience in a similar position within the banking industry.
Fluency in English and French and effective communication skills. Any additional language is a plus.
A strong team-player and a strong interest for a high-level client service.
Good understanding of financial products and markets.
Excellent IT skills (software tools, MS office).
Confident handling of banking applications such as Avaloq.
What do we offer?
Top Geneva location with collaboration spaces
Friendly, diverse team in an open-office space
All the latest technology to help you excel and advance.
Agile environment in how we think, the way we work and our trust for each other.
Flat hierarchy with collaboration on all levels.
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.
We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?
We use cookies to display personalized content and targeted advertising, and to analyze the website history. Further information can be found in our Cookie Policy.
To change your settings or refuse all but the necessary functional cookies, you can configure your cookie and tracking settings. By clicking "Accept" you activate the recording of all data. The last selected settings are saved.
-
Geneva, Schweiz Vontobel Holding AG VollzeitAre you passionate about the financial world? For our External Asset Manager (EAM) desk in Geneva, we are looking for an Assistant Relationship Management who will help support the team.What would your role be?Take ownership and support the management of a client portfolio, putting the client’s needs in first place.Be the go-to expert when it comes to the...
-
Assistant Relationship Manager Intermediaries
Vor 2 Tagen
Geneva, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...
-
ITS Service Desk Analyst
Vor 2 Tagen
Geneva, Schweiz Geneva College VollzeitWork Hours/Schedule: Flexible work schedules up to 20 hours per week during hours of 7:45am – 6:00pm Monday through Friday Primary purpose of position: Provide technical hardware, software, and connectivity problem resolution over the phone, by email, or in person to the campus community under supervision of the Service Desk Manager. Duties and...
-
IT Service Desk Assistant
Vor 2 Tagen
Geneva, Schweiz International Labour Organization VollzeitGrade: G5 Vacancy no.: GENEVA/GS/2024/09 Publication date: 23 May 2024 Application deadline (midnight Geneva time): 24 June 2024 Job ID: 11991 Department: INFOTEC Organization Unit: TMS Location: Geneva Contract type: Fixed Term The recruitment process for General Service positions is subject to local recruitment...
-
Relationship Manager, Wealth Management
Vor 3 Tagen
Geneva, Schweiz AP Group Ltd VollzeitIf you are a private banker frustrated at constantly changing management directives, geographic restrictions on your client base, and ever more burdensome bureaucratic requirements, then please read on. We represent a wealth management firm, established for over two decades, and regulated in multiple jurisdictions with exceptionally skilled and...
-
Relationship Manager, Wealth Management
Vor 2 Tagen
Geneva, Schweiz AP Group Ltd VollzeitIf you are a private banker frustrated at constantly changing management directives, geographic restrictions on your client base, and ever more burdensome bureaucratic requirements, then please read on. We represent a wealth management firm, established for over two decades, and regulated in multiple jurisdictions with exceptionally skilled and...
-
Online Adjunct Faculty, Management
Vor 2 Tagen
Geneva, Schweiz Geneva College VollzeitDescription The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Geneva College invites applications for a part-time online adjunct faculty member, for the...
-
Lawyers' assistant, Geneva
Vor 2 Tagen
Geneva, Schweiz Schellenberg Wittmer VollzeitWe are looking for a lawyers' assistant to join our legal team in Geneva. Activity rate of 80 - 100% - Entry date: to be discussed Your assignments and tasks will include: Managing clients' files (from opening new mandates to archiving); Typing and drafting correspondence, proofreading; Preparation, compilation and production of large...
-
Client Relationship Manager
Vor 2 Tagen
Geneva, Schweiz Pictet VollzeitYour team Pictet Asset Services (PAS) provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed...
-
Assistant(e) Relationship Manager H/F
vor 1 Woche
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: Pour l'un de nos clients, une banque privée basée à Genève, nous proposons une opportunité : Assistant(e) Relationship Manager H/F Dans le cadre d'un contrat fixe à 100% DESCRIPTION DE LA MISSION: Assister les Relationship Managers : Vous accompagnez activement les conseillers dans la gestion de leurs tâches opérationnelles et...
-
CRM Assistant in Private Banking Switzerland
Vor 2 Tagen
Geneva, Schweiz J Safra Sarasin VollzeitYour role As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office. Your responsibilities Provide day-to-day support to CRMs and to the Desk Head in administrative and...
-
Assistant Relationship Manager Financing
vor 1 Woche
Geneva, Schweiz Bank CIC (Schweiz) AG VollzeitVous assistez de manière proactive les Relationship Managers dans le traitement des tâches opérationnelles et administratives quotidiennes, au besoin, vous prenez l'initiative de contacter les clients concernant la validation des opérations courantes afin de faciliter le travail des conseillers et vous vous assurez de la bonne exécution des...
-
Assistant-e (A2)
Vor 3 Tagen
Geneva, Schweiz myScience VollzeitAssistant-e (A2) University of Geneva Published 21 January 2025 Workplace Geneva, Lake Geneva region, Switzerland Category Innovation Education Position Regular Employment / Collaborator Aide Research and Teaching Assistant full position at GSEM Institute of Management Entité organisationnelle Faculté d’économie et de management GSEM Section /...
-
Adjunct Faculty, Accounting
Vor 2 Tagen
Geneva, Schweiz Geneva College VollzeitDescription The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Geneva College invites applications for Spring 2025 instructors in the Tannehill Department...
-
Relationship Managers
Vor 2 Tagen
Geneva, Schweiz AP Group Ltd VollzeitAP Executive are seeking experienced Relationship Managers with an existing book of clients on behalf of our clients, who are prestigious private banks and wealth management companies in Switzerland and across multiple global jurisdictions.Expand your career with leading financial institutions locally and worldwide. Our clients are offering excellent...
-
Relationship Managers
Vor 2 Tagen
Geneva, Schweiz AP Group Ltd VollzeitAP Executive are seeking experienced Relationship Managers with an existing book of clients on behalf of our clients, who are prestigious private banks and wealth management companies in Switzerland and across multiple global jurisdictions.Expand your career with leading financial institutions locally and worldwide. Our clients are offering excellent...
-
Client Relationship Officer
Vor 6 Tagen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. The CRO delivers a...
-
Dry Cargo Chartering Broker – Handysize Desk
Vor 2 Tagen
Geneva, Schweiz Howe Robinson VollzeitDry Cargo Chartering Job Description Dry Cargo Chartering Broker, Handysize Desk, Geneva Office Background In line with the company’s expansion plans we are looking for an experienced broker on dry cargo chartering for our Geneva office, who has an existing portfolio of dry cargo clients. Duties Service clients’ requirements for Dry...
-
Product Owner – Customer Relationship Management
Vor 6 Tagen
Geneva, Schweiz Lombard Odier & Cie VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Senior Relationship Manager
Vor 2 Tagen
Geneva, Schweiz SYZ SA VollzeitIf you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a...