Private Banking Assistant

About UsWe are a leading sustainable private bank operating for over 180 years across 30 locations worldwide. Our success depends on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table.We value each individual and foster a culture that encourages entrepreneurship...

Job DescriptionAs a CRM Assistant in Private Banking, you will support Client Relationship Managers in their day-to-day tasks, including trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office.Provide administrative and commercial support to CRMs and Desk Heads.Manage cash and corporate actions daily.

About UsBank J. Safra Sarasin AG is a leading sustainable private bank with over 180 years of experience in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who are valued for their unique technical expertise, professional qualifications, and social...

About the Role">The Senior Private Assets Operations Specialist will be responsible for executing subscription and transfer orders for Private Equity Funds and Private Placements. The role also involves booking transactions after confirmation, operating the Organized Trading Facility of Interests, and resolving issues arising from reconciliations.">Key...

Lombard Odier, an innovative and esteemed investment house, offers a unique opportunity to join our Technology & Operations unit as a Financial Portfolio Manager - Private Assets.We are responsible for managing transactions linked to our products, including capital calls, distributions, and cost of carry. As part of the Private Assets team, you will be...

**Role Overview**As a member of our team at Banque Pictet & Cie SA, you will play a critical role in supporting operational teams in regulatory matters.Key requirements for this position include:University degree in finance, economics, law, or equivalent work experience.Minimum 4 years of experience in banking.Strong understanding of funds operations,...

Required Skills and QualificationsUniversity degree in laws or equivalentAt least 5 years of experience in banking and finance sector or in a risk or compliance management functionsFluent in French and EnglishExcellent professional knowledge of MS Office toolsGood understanding of Risk and cross-border regulations and practices in the private banking...

About UsBank J. Safra Sarasin AG has been a trusted partner in private banking for over 180 years, delivering tailored investment solutions to individuals and institutions worldwide. Our core values of professionalism, integrity, and innovation drive our commitment to excellence.Our dedicated team of experts provides comprehensive support to our clients,...

Pictet Wealth Management, a Swiss banking institution with over 200 years of experience, is seeking an exceptional Client Relationship Officer to join its team. This role offers the opportunity to deliver a world-class client experience by ensuring front operational excellence and driving daily banking activities.Key ResponsibilitiesSupport the Greek desk in...

Company OverviewUNICEF works to save children's lives, defend their rights, and help them reach their full potential. Our work spans over 190 countries and territories.About the RoleWe are seeking an Innovation Finance Expert to join our team in Geneva. As a key member of the Private Fundraising and Partnerships Division, you will play a critical role in...

About Our BankWe are an innovative bank of choice for private and institutional clients, providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody.With a history spanning over 225 years, we operate from over 25 offices across 4 continents, managing assets through Lombard Odier Investment Managers and...

Overview">Banque Pictet & Cie SA is a prominent independent wealth and asset manager with over two centuries of experience. Based in Geneva, Switzerland, the company operates 30 offices worldwide and has a diverse team of over 5,000 professionals.">Job Description">We are seeking a highly skilled Senior Private Assets Operations Specialist to join our Funds...

Company OverviewVontobel Beteiligungen AG is a global investment firm with a presence in over 25 locations worldwide. We are committed to building better futures for our clients and society.Job DescriptionWe are seeking an experienced Assistant Relationship Management professional to join our External Asset Manager (EAM) desk in Geneva. The successful...

Lombard Odier is an innovative banking group for private and institutional clients, providing a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody.Our ApproachRethink Everything is our philosophy – it is at the heart of everything we do. We are constantly looking for ways to improve our operations and...

About VontobelVontobel is a leading global investment firm with a rich history of commitment to excellence. With a presence in over 25 locations globally, we are dedicated to building better futures for our clients and society.As a respected player in the financial industry, we have earned a reputation for trust and reliability. Our values-driven approach...

We are an innovative investment house, providing a comprehensive range of discretionary and advisory portfolio management services to private and institutional clients. Our history spans over 225 years, during which we have established ourselves as a trusted partner for individuals and families seeking expert wealth management solutions.As a key member of...

**Job Summary**At Banque Pictet & Cie SA, we're seeking a highly skilled individual to fill the role of Funds and Private Assets Tax and Regulatory Business Compliance Manager.This position requires a strong background in finance, economics, law, or equivalent work experience in the finance industry.The ideal candidate should possess in-depth knowledge of...

Job Summary:We are seeking a Strategic Finance Innovator to join our team at UNICEF. As a key member of the Division of Private Fundraising and Partnerships, you will play a critical role in driving innovation and accelerating results for children through the use of new financial structures and mechanisms.About UNICEF:UNICEF works in over 190 countries and...

About UsBanque Pictet & Cie SA is a global wealth manager with a presence in Europe, Asia, and the Middle East. We offer a unique combination of traditional banking services and investment expertise to our clients. Our commitment to creating long-term value for our clients has earned us a reputation as one of the most respected private banks in the world.Our...

We're Hiring: Client Relationship Management (CRM) Assistant in Private Banking 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. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...

Social network you want to login/join with:CRM Assistant in Private Banking Switzerland (Ref. 2417), GenevaClient:Location:Job Category:FinanceJob Reference:ed63f2c9afc5Job Views:13Posted:21.01.2025Expiry Date:07.03.2025Job Description:Your roleAs a CRM Assistant in Private Banking, you will support the Client Relationship Managers in their day-to-day tasks...

Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 04.10.2024 Reference 2693 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of...

Spécialiste Support Client - Private Banking, GenevaNous recherchons pour l'un de nos clients, une banque privée de la place genevoise, un.e Spécialiste Support Client - Private Banking.Responsabilités :Réception des appels entrants et sortantsRedirection des appels et enregistrement des messages via la station opératrice SamwinPrise en charge des...

Ref: 506ASISWPB.Title: Head of Private Banking.Location: Geneva.Salary: Attractive.Date: 15th January 2025.Our client is looking for a Head of Private Banking. The individual would also ensure that the division meets its sales targets and drives the business performance.Duties Include:To have an existing portfolio of clients.To develop and maintain a...

Dans le cadre d’une recherche pour un de nos clients, une banque de la place, est à la recherche d’un(e) assistant(e) de gestion pour seconder activement un Relationship Manager. Il s’agit d’une création de poste.Il s’agit d’une institution financière genevoise de première qualité, offrant un environnement de travail stable et à taille...

About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...

About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills....

Social network you want to login/join with:Marketing & Events Coordinator - Private Banking, GenevaClient:Lotus PartnersLocation:GenevaJob Category:OtherJob Reference:efd998d9f847Job Views:10Posted:22.01.2025Expiry Date:08.03.2025Job Description:For one of our clients, a private bank based in Geneva, we are looking for a:MARKETING AND EVENTS COORDINATOR -...

IT Business Analyst - Operations Private BankingFor one of our clients based in Geneva, a leading international bank, we are looking for an:IT BUSINESS ANALYST - Operations Private BankingBANKING APPLICATIONSEnsuring the operational readiness of IT infrastructures.Overseeing data backup operations and managing system security (e.g., user permissions,...

Banking Operations Specialist - Private EquityApply locations Geneva time type Full time posted on Posted 4 Days Ago job requisition id R0005573A 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...

LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an...

As a Developer in the Wealth Management team, you will play a pivotal role in designing, developing, and maintaining tools and production solutions for private bankers.Our client is a prestigious private bank based in Geneva, renowned for its excellence in wealth management and innovative financial solutions.DescriptionDevelop and maintain production tools...

About Our ClientOur client is a prestigious private bank based in Geneva, renowned for its excellence in wealth management and innovative financial solutions.Job DescriptionDevelop and maintain production tools and custom solutions tailored to bankers' needs.Work closely with the front office to identify and implement solutions that enhance operational...

Join our high-performing Geneva team at EFG International, a global private banking group dedicated to offering exceptional private banking and asset management services. We are looking for a proactive Client Services Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create...

A 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...

A 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...

For more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for **talented and enthusiastic people** who are passionate about working with our clients and being the** best ambassadors **for our company. **Your mission**: To strengthen our **Synechron Switzerland team,** we are...

Well-established, boutique financial institution of long-standing repute. The Geneva office of this small private bank offers a busy, collegial, and close-knit team atmosphere. Their very centrally-located Geneva office is well-established and successful. As a dynamic, experienced private banking assistant, you can look forward to working in an...

Social network you want to login/join with:Senior Consultant in Private Banking (Business Analyst, Geneva), GenevaClient:CapgeminiLocation:GenevaJob Category:ConsultingJob Reference:33ffed6979fbJob Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:Choosing Capgemini means choosing a company where you will be empowered to shape your career in the...