Client Relationship Manager

If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a...

Your team Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.  You will manage client...

Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. The CRO delivers a...

INTRODUCTION: Pour l'un de nos clients, une banque privée basée à Genève, nous proposons une opportunité : Assistant(e) Relationship Manager H/F Dans le cadre d'un contrat fixe à 100% DESCRIPTION DE LA MISSION: Assister les Relationship Managers : Vous accompagnez activement les conseillers dans la gestion de leurs tâches opérationnelles et...

Vous assistez de manière proactive les Relationship Managers dans le traitement des tâches opérationnelles et administratives quotidiennes, au besoin, vous prenez l'initiative de contacter les clients concernant la validation des opérations courantes afin de faciliter le travail des conseillers et vous vous assurez de la bonne exécution des...

About Our Client For our client, a major private bank, we are currently looking for an Account Manager - Institutional clients Job Description Key Responsibilities: Conduct comprehensive market research and develop strategies to acquire and engage high-value clients, including corporations, principal shareholders, C-suite executives, and professional...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...

About Our Client Our client is a financial company. Job Description Utilize 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 company; Actively participate and/or initiate networking events, industry seminars.. in order to turn...

If you are a private banker frustrated at constantly changing management directives, geographic restrictions on your client base, and ever more burdensome bureaucratic requirements, then please read on. We represent a wealth management firm, established for over two decades, and regulated in multiple jurisdictions with exceptionally skilled and...

If you are a private banker frustrated at constantly changing management directives, geographic restrictions on your client base, and ever more burdensome bureaucratic requirements, then please read on. We represent a wealth management firm, established for over two decades, and regulated in multiple jurisdictions with exceptionally skilled and...

About Our Client A young and dynamic Independent Asset Management Firm. Job Description Manage and grow a portfolio of high-net-worth individuals (HNWI) and family offices. Design and implement custom wealth management strategies that reflect each client's unique financial goals. Leverage the firm's platform and resources to deliver top-tier,...

Missions Généraliste du Wealth Management, le « Client Service Officer » travaille au sein d’une équipe sous la responsabilité d’un Coordinateur. Le CSO 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...

Assistant Relationship 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 passations d'ordres, ainsi que des différentes tâches administratives inhérentes au métier dans le respect du cadre réglementaire et des directives internes. DESCRIPTIF DU...

The Client Service Manager will have the following main responsibilities: Lead end-to-end projects for key international clients, from initial briefing to final presentation, dealing internally with the project management team and leading the client conversations. Collaborate with the creative advisors team to analyze data, uncover actionable...

Being part of HSBC in Switzerland, you’ll help evolve and grow our business. This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities. Are you interested ? Do you have a good understanding of how a private bank functions as far as transaction...

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...

AP Executive are seeking experienced Relationship Managers with an existing book of clients on behalf of our clients, who are prestigious private banks and wealth management companies in Switzerland and across multiple global jurisdictions.Expand your career with leading financial institutions locally and worldwide. Our clients are offering excellent...

Are you passionate about the financial world? For our External Asset Manager (EAM) desk in Geneva, we are looking for an Assistant Relationship Management who will help support the team. What would your role be? Take ownership and support the management of a client portfolio, putting the client’s needs in first place. Be the go-to expert when it comes...

Are you a good match? You have a first CRM, retail and/or data client experience. You are an expert on Salesforce Sales Cloud & Service Cloud. Jira and Confluence are a bonus. You have a clear understanding of business/clients and technical environment. Proactive, you are problem solving and project oriented. You have strong analytical skills. ...

AP Executive are seeking experienced Relationship Managers with an existing book of clients on behalf of our clients, who are prestigious private banks and wealth management companies in Switzerland and across multiple global jurisdictions.Expand your career with leading financial institutions locally and worldwide. Our clients are offering excellent...