Relationship Manager
Vor 3 Tagen
We are seeking a dedicated and experienced Relationship Manager to join the team of one of our client, a family asset management firm based in Geneva.
Client Relationship Management:
- Develop and maintain strong relationships with high-net-worth clients and their families.
- Serve as the primary point of contact for clients, addressing inquiries and providing tailored solutions.
Investment Advisory:
- Collaborate with the investment team to create customized investment strategies that align with clients' financial goals.
- Monitor and report on clients' investment performance and market trends.
Business Development:
- Identify and pursue new business opportunities through networking and referrals.
- Participate in marketing initiatives to promote the firm’s services.
Compliance and Risk Management:
- Ensure adherence to regulatory requirements and internal compliance policies.
- Conduct risk assessments and ensure that clients’ portfolios are aligned with their risk tolerance.
- Minimum of 5 years of experience in relationship management or client advisory roles within the asset management or private banking industry.
- Strong understanding of investment products and financial markets.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
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Relationship Manager
Vor 3 Tagen
Genève, Schweiz Michael Page Switzerland VollzeitAs a relationship manager, you will have to develop the client base of the company across Switzerland. Relationship ManagerOur client is a financial company.DescriptionUtilize your extensive network and market knowledge to identify and target potential clients that align with the company's strategic goals and values;Manage the KPIs set by the...
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Assistant Relationship Manager
Vor 7 Tagen
Genève, Schweiz ALBEDIS - GENEVE VollzeitPour l'un de nos clients, une banque privée basée à Genève, nous proposons une opportunité :Assistant(e) Relationship Manager H/FDans le cadre d'un contrat fixe à 100%Assistant(e) Relationship Manager H/FDESCRIPTION DE LA MISSIONAssister les Relationship Managers : Vous accompagnez activement les conseillers dans la gestion de leurs tâches...
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Relationship Manager Assistant
Vor 7 Tagen
Genève, Schweiz FINDERS SA VollzeituRelationship Manager Assistant (Hebrew Speaking, 80-100%)Join a Leading Wealth Management Firm in Geneva!About the RoleWe are seeking a dedicated Relationship Manager Assistant (Hebrew Speaking, 80-100%) to join a prominent wealth management firm in Geneva. This is an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth...
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Assistant(E) Relationship Manager
vor 1 Woche
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Commodity Trade Finance
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Commodity Trade Finance
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Genève, Schweiz Banque de Commerce et de Placements SA VollzeitAre you passionate about teamwork and thrive in a dynamic work environment? Here is an exciting career opportunity! PURPOSE OF THE ROLEThe role of the Relationship Manager is to maintain and develop an assigned portfolio of customers operating in trade finance activities, within the frame of the strategy set up by the Management and under the directions...
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Commodity Trade Finance
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Assistant Relationship Manager
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Genève, Schweiz ALBEDIS - GENEVE VollzeitPour l un de nos clients, une banque privée basée à Genève, nous proposons une opportunité :Assistant(e) Manager H/FDans le cadre d un fixe à 100%Assistant(e) Manager H/FDESCRIPTION DE LA MISSIONAssister les Managers : Vous accompagnez activement les conseillers dans la gestion de leurs tâches et quotidiennes. Proactif(ve), vous prenez de contacter...
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Assistant Relationship Manager Fr/Ang à 100%
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Account Manager
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Commodity Trade Finance
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Genève, Schweiz Banque de Commerce et de Placements SA VollzeitAre you passionate about teamwork and thrive in a dynamic work environment? Here is an exciting career opportunity!PURPOSE OF THE ROLEReporting to the Group Head, the role of the Transaction Manager is to ensure the day to day management and monitoring of the Commodity Trade Finance transactions of the assigned clients’ portfolio in close collaboration...
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Commodity Trade Finance
Vor 7 Tagen
Genève, Schweiz Banque de Commerce et de Placements SA VollzeitAs a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job. Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation. To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for a Commodity Trade Finance -...
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Assistant Relationship Manager Fr/Ang à 100%
Vor 3 Tagen
Genève, Schweiz Bossinterim VollzeitAssistant Manager Fr/Ang à 100% Au sein d une petite équipe de gestionnaires, vous serez en charge de la gestion et du suivi des comptes clients, de l ensemble des d ordres, ainsi que des différentes tâches inhérentes au métier dans le respect du cadre réglementaire et des directives internes. DESCRIPTIF DU POSTE :Exécution et suivi de de l...
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vor 1 Woche
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vor 1 Woche
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