Client Relationship Officer
vor 3 Wochen
Your role at Pictet
• As a Client Relationship Manager, you will be responsible for managing an existing portfolio of LATAM and Swiss-based EAMs specialised in Latin American clients, fostering strong relationships through best-in-class service.
• You will assist clients with their requests to open new end-client accounts, evaluating end-client compliance and tax profiles, and ensuring document completion.
• Present the full range of the Bank's services, identify new client needs, and cross-selling opportunities, monitor client satisfaction, and conduct annual service reviews.
• Act as the primary point of contact for any issues escalated, collaborating with client relationship officers to resolve them.
• Manage pricing discussions and ensure our banking systems accurately reflect agreed-upon terms.
• Participate in the onboarding of new business relationships in collaboration with business development as well as business risk and compliance.
• Assist clients in navigating regulatory and legal obligations.
• Negotiate Lombard loan requests, prepare proposals for credit committee reviews, and manage annual renewals.
• Oversee risk and compliance matters pertaining to assigned client portfolios, including updating documents and KYC processes, as well as conducting risk controls.
• Maintain records of all client information and interactions in the CRM tool.
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Client Relationship Associate
vor 3 Wochen
Genf, Genf, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitJob SummaryWe are seeking a highly organized and detail-oriented Client Relationship Associate to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd.Key ResponsibilitiesSupport Relationship Managers in client interaction, including attending to incoming calls and taking prompt action.Maintain and update records of client instructions, details, and...
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Client Relationship Specialist
Vor 4 Tagen
Genf, Genf, Schweiz Pictet VollzeitJob SummaryWe are seeking a seasoned Client Relationship Manager to join our team at Pictet Wealth Management in Switzerland. As a key member of our Investment Office, you will be responsible for managing client relationships and acting as a point of contact for clients.About the RoleThe ideal candidate will have 8-10 years of experience in private banking...
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Client Service Officer
vor 3 Wochen
Genf, Genf, Schweiz SYZ SA VollzeitJoin SYZ SA in building a successful career in wealth management. We are seeking a Client Service Officer to support our team of Relationship Managers.About the Role:The Client Service Officer will provide administrative support to Relationship Managers, handling client files and performing various tasks related to client servicing. This role requires strong...
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Assistant Client Service Officer
vor 3 Wochen
Genf, Genf, Schweiz SYZ SA VollzeitAt SYZ SA, we are looking for a skilled Assistant Client Service Officer to join our team. In this role, you will provide exceptional client service and administrative support to our Relationship Managers.Provide high-quality client service and respond to client inquiries in a timely and professional mannerAssist Relationship Managers with daily tasks, such...
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Client Relationship Manager
vor 3 Wochen
Genf, Genf, Schweiz Van Cleef & Arpels VollzeitAbout the RoleAs a Client Relationship Manager at Van Cleef & Arpels, you will be responsible for managing the CRC boutiques across regions and markets, focusing on engagement and driving conversion while delivering exceptional client service.Key ResponsibilitiesRun the business model for the CRCs, ensuring technical, design, and business needs are met to...
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Client Service Officer
vor 2 Wochen
Genf, Genf, Schweiz SYZ SA VollzeitSyz SA is a leading financial institution offering innovative solutions for high net worth individuals and families.SalaryWe offer an attractive salary of CHF 60,000 - 80,000 per year, depending on experience.Job Description:This role supports several Relationship Managers as a trusted client service officer. Responsibilities include providing excellent...
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Assistant Relationship Manager Intermediaries
vor 1 Monat
Genf, Genf, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring, empowering you to make a meaningful impact. Let's shape the future of wealth management together.The Assistant Relationship Manager Intermediaries supports the team and Relationship Managers with all Intermediaries and end-client requests on trading and operational aspects,...
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Client Relationship Manager
vor 3 Wochen
Genf, Genf, Schweiz Pictet VollzeitAbout the RolePictet Wealth Management is seeking a skilled Client Relationship Manager to join our team. As a CRM, you will be responsible for managing client relationships and acting as a point of contact for clients within the Pictet Investment Office (PIO).Key ResponsibilitiesManaging client relationships, focusing on UHNWI, and acting as a dedicated...
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Assistant Relationship Manager
vor 3 Wochen
Genf, Genf, Schweiz SYZ SA VollzeitAbout SYZ SAWe are a dynamic and innovative company that values passion, collaboration, and creativity. Our team is dedicated to delivering exceptional client service and support.The RoleAs a Client Service Officer, you will support our Relationship Managers in daily operations, administration, client care, and relationship management. You will interact with...
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Relationship Banking Specialist
vor 3 Wochen
Genf, Genf, Schweiz SYZ SA VollzeitSYZ SA is seeking a talented Relationship Banking Specialist to join our UK, Africa & Asia team. This exciting opportunity involves leading new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The ideal candidate will have a solid track record of demonstrating market and product...
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Genf, Genf, Schweiz AP Group Ltd VollzeitA prestigious Private Bank seeks an accomplished Financial Services Relationship Manager to drive growth and expansion in the GCC/Middle Eastern market. With a strong track record of success, the bank has built a loyal client base that values its boutique approach and tailored services.This is an exceptional opportunity for a seasoned professional with 10+...
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Senior Client Relationship Center Manager
vor 3 Wochen
Genf, Genf, Schweiz Van Cleef & Arpels VollzeitAbout the RoleWe are seeking a highly skilled Senior Client Relationship Center Manager to join our team at Van Cleef & Arpels.As a key member of our E-Business team, you will be responsible for managing the CRC boutiques across regions and markets, focusing on engagement and driving conversion while delivering exceptional client service.Your primary...
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Senior Relationship Manager
vor 1 Monat
Genf, Genf, Schweiz Pictet VollzeitAbout the RolePictet Asset Services is seeking a seasoned relationship manager to join our team in Latin America. As a Senior Relationship Manager, you will be responsible for managing a portfolio of external asset managers and fostering strong relationships through best-in-class service.Key ResponsibilitiesManage a portfolio of LATAM-based EAMs and foster...
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Relationship Manager Intermediaries Assistant
vor 3 Wochen
Genf, Genf, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt CH10 - BJB Bank Julius Baer & Co. Ltd., we are committed to delivering exceptional client experiences. As an Assistant Relationship Manager Intermediaries, you will play a vital role in supporting our relationship managers and intermediaries.Key ResponsibilitiesSupport relationship managers and intermediaries with client requests and inquiries.Process...
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Private Banking Relationship Manager
vor 3 Wochen
Genf, Genf, Schweiz Pictet VollzeitKey ResponsibilitiesPictet Wealth Management is seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for managing client relationships and acting as a point of contact for clients within the Pictet Investment Office (PIO).Your RoleManage client relationships, focusing on UHNWI, and act as a...
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Relationship Manager Assistant for Intermediaries
vor 3 Wochen
Genf, Genf, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitJob Title: Assistant Relationship Manager IntermediariesAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to be impactful and entrepreneurial. As an Assistant Relationship Manager for Intermediaries, you will support the team and Relationship Managers in handling client requests and ensuring seamless...
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Key Client Strategist
Vor 4 Tagen
Genf, Genf, Schweiz SYZ SA VollzeitUnlock Your Potential as a Senior Relationship ManagerSyz SA, a leading banking institution, is seeking an exceptional Senior Relationship Manager to join its UK, Africa & Asia team. This exciting opportunity will allow you to leverage your expertise in client relationship management and business development to drive growth and success.About the Role:As a...
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Strategic Relationship Builder
vor 1 Monat
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout the RoleWe are seeking a seasoned Strategic Relationship Builder to join our team in Switzerland. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with institutional investors, financial advisors, and distributors in Greece.Key ResponsibilitiesBusiness Development: Identify and...
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Genf, Genf, Schweiz Indosuez Wealth Management VollzeitRôle et ResponsabilitésLe Client Service Officer accompagne les Relationship Managers dans la gestion administrative et opérationnelle des portefeuilles clients. Il occupe un poste relationnel clé et participe à la qualité de l'image de l'Indosuez Wealth Management. Il assure le relai entre les services opérationnels de la Banque, les...
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Senior Relationship Manager FR
vor 1 Monat
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientNotre client est une banque privée internationale bien implantée en Suisse et sur l'ensemble des autres places financières internationales. Job DescriptionLe Senior Relationship Manager FR sera intégré au sein du bureau genevois et devra se familiariser avec les produits et services de la Banque. Il sera chargé de l'on-boarding de ses...