Strategic Portfolio Support Specialist
vor 12 Stunden
Finders SA, a leading wealth management firm in Geneva, seeks a dedicated Relationship Manager Assistant to join their dynamic team. This exciting opportunity involves supporting high-net-worth clients and contributing to the firm's reputation for excellence in personalized financial services.
Key Responsibilities- Client Support: Act as a reliable point of contact for Relationship Managers and their clients, providing efficient and professional assistance.
- Document Management: Prepare, verify, and process client-related documents, adhering to Swiss banking regulations.
- Portfolio Assistance: Monitor client accounts, manage transactions, and deliver timely reports.
- Administrative Excellence: Organize schedules, coordinate client meetings, and maintain accurate records using the firm's CRM system.
- Languages: Proficiency in Hebrew and English is mandatory; knowledge of French or other languages is an asset.
- Experience: 2-3 years in private banking, wealth management, or financial services.
- Education: A degree in Finance, Business Administration, or a related discipline; professional certifications are desirable.
- Skills: Exceptional organizational and multitasking abilities, outstanding interpersonal and communication skills, expertise in Microsoft Office and CRM platforms, and a solid understanding of Swiss financial regulations.
- Culture: Collaborate with a highly skilled team in a multicultural environment.
- International Clientele: Work with exclusive international clients.
- Career Development: Develop your career in a respected and forward-thinking wealth management firm.
This role offers flexibility within a full-time capacity, with the option to work remotely one day a week. If you're ready to take your financial services career to the next level, apply today to be part of a team that values excellence, integrity, and client-centric service.
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Strategic Partnership Development Specialist
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Genf, Genf, Schweiz UNICEF VollzeitAbout UNICEFUNICEF is a global organization dedicated to improving the lives of children. With a presence in over 190 countries, we work tirelessly to save children's lives, defend their rights, and help them fulfill their potential.Job SummaryWe are seeking a Strategic Partnership Development Specialist to join our team. In this role, you will be...
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Genf, Genf, Schweiz UNICEF VollzeitJob OverviewWe are seeking a Corporate Law Specialist to join our team in Geneva. The successful candidate will work closely with our Legal Team to provide strategic legal advice and support on international partnerships.
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Strategic Partnership Development Specialist
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IT Technical Support Specialist
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vor 1 Woche
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vor 4 Wochen
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