Relationship Manager Privatkunden
vor 4 Wochen
Als Relationship Manager Privatkunden bei Zugerberg Finanz AG sind Sie für die Akquisition und Aufbau von neuen Privatkunden verantwortlich. Sie betreuen und entwickeln ein Kundenportfolio von bestehenden Privatkunden und nehmen an Kunden- und Netzwerkanlässen teil. Darüber hinaus evalieren und umsetzen Sie Innovationen im Bereich Verkaufsaktivitäten und sind für Beschwerdemanagement und ggf. Finanz- und Pensionsplanung verantwortlich. Sie unterstützen bei kundenspezifischen Projekten und arbeiten eng mit dem Team zusammen.
Sie bringen mit:- Abgeschlossene kaufmännische Ausbildung
- Höhere Weiterbildung in Betriebswirtschaft, im Finanzbereich oder Ausbildung als Finanzplaner von Vorteil
- Praxiserfahrung und vertiefte Kenntnisse im Finanz- und Kapitalmarkt
- Erfahrung im Bereich Aquisition- und Kundenberatung
- Muttersprache Deutsch, weitere Sprachen, insbesondere Englisch und Französisch von Vorteil
- IT-Affinität (MS-Office; Word, Power Point und Excel)
- Pflichtbewusste, selbstständige und initiative Arbeitsweise auch unter Einhaltung von Zeitlimits
- Unternehmerisches Denken, Leistungswille sowie hohe Eigenmotivation
- Belastbarkeit, Verantwortungsbewusstsein, Ziel- und Lösungsorientiertheit
- Professionelles Auftreten
- Eine attraktive Weiterentwicklung Ihrer beruflichen Laufbahn
- Strukturiertes, individuelles Einführungsprogramm für einen erfolgreichen Start
- Ausgezeichnete Sozialleistungen und Fringe Benefits
- Einen attraktiven Arbeitsplatz im Lüssihof in Zug
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Relationship Manager
vor 1 Monat
Zug, Zug, Schweiz Mevelin AG Vollzeit{"h1": "Relationship Manager at Mevelin AG", "p": "We are seeking a skilled Relationship Manager to join our team at Mevelin AG, an independent Swiss Asset Management Company with a FINMA license in the canton Zug. As a Relationship Manager, you will be responsible for cultivating existing and establishing new client relationships, leveraging your extensive...
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Relationship Manager
vor 4 Wochen
Zug, Zug, Schweiz Mevelin AG VollzeitJob Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Mevelin AG, a leading Swiss Asset Management Company. As a Relationship Manager, you will be responsible for cultivating and maintaining strong relationships with high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWIs).Key...
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Relationship Manager
vor 1 Woche
Zug, Zug, Schweiz Mevelin AG VollzeitJob OpportunityWe are seeking a skilled Relationship Manager to join our team at Mevelin AG, an independent Swiss Asset Management Company with a FINMA license in the canton Zug.Key ResponsibilitiesLeverage your expertise in global financial markets and products to build and maintain strong client relationships.Foster trust and deliver exceptional support...
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Relationship Manager
vor 1 Monat
Zug, Zug, Schweiz Mevelin AG VollzeitAbout the RoleWe are seeking a skilled Relationship Manager to join our team at Mevelin AG, an independent Swiss Asset Management Company with a FINMA license in the canton Zug.Key ResponsibilitiesLeverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client...
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Relationship Manager
Vor 7 Tagen
Zug, Zug, Schweiz SEBA Bank VollzeitRelationship ManagerAt SEBA Bank, we're seeking a skilled Relationship Manager to join our team in Zug, Switzerland. As a key player in our growth plans, you'll be responsible for identifying opportunities and developing client portfolios, ensuring adherence to compliance and regulatory guidelines.Key Responsibilities:Develop and execute proactive...
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Relationship Manager
vor 4 Wochen
Zug, Zug, Schweiz Mevelin AG VollzeitJob OpportunityWe are seeking a skilled Relationship Manager to join our team at Mevelin AG, a leading Swiss Asset Management Company. As a key member of our team, you will be responsible for cultivating and maintaining strong relationships with our clients, providing exceptional support services, and driving business growth.Key ResponsibilitiesLeverage...
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Relationship Manager
vor 3 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitRelationship ManagerAt SEBA Bank, we are seeking a skilled Relationship Manager to join our team in Zug, Switzerland. As a key player in our organization, you will be responsible for identifying opportunities and developing client portfolios, ensuring unwavering adherence to compliance and regulatory guidelines.Key Responsibilities:Develop and execute...
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Relationship Development Manager
vor 2 Monaten
Zug, Zug, Schweiz Mevelin AG VollzeitAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at Mevelin AG. As a key member of our organization, you will be responsible for cultivating and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesClient Relationship...
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Relationship Manager
vor 1 Woche
Zug, Zug, Schweiz Mevelin AG VollzeitJob OpportunityWe are seeking a skilled Relationship Manager to join our team at Mevelin AG, a leading Swiss Asset Management Company. As a key member of our team, you will be responsible for cultivating and maintaining strong relationships with high net worth individuals and families.Key ResponsibilitiesLeverage your expertise to build and maintain a...
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Derivatives Relationship Manager
vor 4 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitUnlock Your Potential as a Derivatives Relationship ManagerAt SEBA Bank, we're revolutionizing the financial industry with our cutting-edge approach to blockchain and finance. As a Derivatives Relationship Manager, you'll play a pivotal role in driving our growth and success.Key Responsibilities:Business Development: Expand our crypto derivatives business by...
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Relationship Manager
vor 2 Monaten
Zug, Zug, Schweiz SEBA Bank VollzeitAbout the RoleWe are seeking a highly motivated and experienced Relationship Manager to join our team in Zug, Switzerland. As a key member of our Private & Institutional Clients Desk, you will be responsible for identifying opportunities and developing client portfolios, preparing and conducting client onboardings, and ensuring adherence to compliance and...
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Senior Client Relationship Manager
vor 1 Woche
Zug, Zug, Schweiz Mevelin AG VollzeitJob Opportunity at Mevelin AGWe are seeking a skilled Relationship Manager to join our team at Mevelin AG, a leading Swiss Asset Management Company. As a key member of our team, you will be responsible for cultivating and establishing new client relationships, leveraging your extensive market experience and knowledge of global financial markets and...
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Derivatives Relationship Manager
vor 20 Stunden
Zug, Zug, Schweiz SEBA Bank VollzeitDerivatives Relationship ManagerWe are seeking a highly skilled Derivatives Relationship Manager to join our team in Zug. As a key player in our Sales and Business Development team, you will be responsible for expanding our crypto derivatives business by acquiring clients, developing existing clients, and being a subject matter expert on derivatives.Key...
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Derivatives Relationship Manager
vor 1 Monat
Zug, Zug, Schweiz SEBA Bank VollzeitUnlock Your Potential in the Decentralized Finance WorldAt SEBA Bank, we're revolutionizing the financial industry by providing a seamless, secure, and easy-to-use bridge between digital and traditional assets. As a pioneer in the financial industry, we're seeking a talented Derivatives Relationship Manager to join our team in Zug.Key...
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Relationship Manager
vor 1 Monat
Zug, Zug, Schweiz SEBA Bank VollzeitAbout the RoleWe are seeking a skilled Relationship Manager to join our team in Zug, Switzerland. As a key player in our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth, and driving business development.Key ResponsibilitiesDevelop and execute strategies to grow...
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Relationship Manager
vor 3 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitAbout the RoleWe are seeking a seasoned Relationship Manager to join our team at SEBA Bank, a leading digital finance provider. As a key member of our client-facing team, you will be responsible for managing client portfolios, identifying growth opportunities, and delivering exceptional client service.Key ResponsibilitiesClient Portfolio Management: Identify...
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Derivatives Relationship Manager
vor 2 Monaten
Zug, Zug, Schweiz SEBA Bank VollzeitAbout the RoleWe are seeking a highly skilled and experienced Derivatives Relationship Manager to join our team at SEBA Bank. As a key member of our sales and business development team, you will be responsible for expanding our crypto derivatives business, acquiring new clients, and developing existing relationships.Key ResponsibilitiesBusiness...
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Relationship Manager HNWI Schweiz
vor 4 Wochen
Zug, Zug, Schweiz kessler gmbh VollzeitAufgaben Sie übernehmen ein etabliertes Kundenportfolio, um die entsprechende anspruchsvolle HNWI-Kundschaft bestehend aus Unternehmern kompetent zu beraten und betreuen Sie repräsentieren die Bank an Kundenanlässen und anderen Veranstaltungen Der aktive Geschäftsausbau und die Proaktive Suche nach neuen Geschäftsmöglichkeiten durch Identifizierung...
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Relationship Development Specialist
vor 2 Monaten
Zug, Zug, Schweiz Mevelin AG VollzeitAbout the RoleWe are seeking a highly skilled Relationship Manager to join our team at Mevelin AG, an independent Swiss Asset Management Company with a FINMA license in the canton Zug.Key ResponsibilitiesLeverage Market Expertise: Utilize extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and...
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Financial Relationship Specialist
Vor 4 Tagen
Zug, Zug, Schweiz SEBA Bank VollzeitRelationship Manager Role at SEBA BankWe are seeking a skilled Relationship Manager to join our team in Zug, Switzerland. As a key player in our organization, you will be responsible for identifying opportunities and developing client portfolios, ensuring adherence to compliance and regulatory guidelines, and providing exceptional client service.Key...