Client Service Officer Private Banking
Vor 3 Tagen
Position Tasks:
Support the CROs in the daily business activities. Active direct client contact in written and spoken German and English Provide a top quality service to clients (regular and prompt contact with clients by phone / email and visits) Execution of client account openings/closures and KYC reviews (internet search, provide corroborative documents) Preparation and follow-up of client visits (account documentation, check documents, account statements, Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, fiduciary deposits Various administrative and organizational tasks (client reviews, missing/pending documents, Preparation of marketing material (presentations/pitchbooks/investment proposals/ portfolio reviews) Ability to adabt to changing enviorments and the respective usage of new platforms/systems internal and external and explain them to clients (e-banking, Let’s sign, IDme Comply with the Code of Conduct and all internal regulations (. Cross Border, AML, Clean Desk Policy, Absence Management etc)Position Skills:
University degree or Commercial apprenticeship in a Bank or similar banking-related education Minimum 2 years of previous experience in a private banking environment Good understanding of financial instruments (equities, bonds, structured products, derivatives) Good Windows office skills (excel, power point, outlook, Ability to cope with pressure, deadlines and flexible working hours Proficient in written and spoken English essential Spoken languages such as Italian and/or Spanish would be a plus Team player Solution driven mindset with a pragmatic approach-
Assistant Private Banking
Vor 7 Tagen
Zürich, Schweiz WORLD PEOPLE SOLUTIONS PRIVATE LIMITED VollzeitA leading mid-sized private bank in Switzerland with branches in Geneva (head office) and Zürich, Thaler is a niche player focused on Dutch and Belgian clients with bankable assets from EUR 1.0 onwards. Our clients tend to live in all countries except for the US, and acceptance of other nationalities can only occur with a clear bond to either Holland or...
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Business Analyst – Private Banking
Vor 7 Tagen
Zürich, Schweiz Taleo Consulting VollzeitDo you want to start an ambitious and challenging career?Would you like to work in an exciting and fun environment?Do you thrive in work environments that push you to be your best?Taleo Consulting is a management consulting group with offices in Luxembourg, Paris, Brussels, Amsterdam, Geneva, Zurich, Barcelona, Singapore, and Lisbon.As a young and growing...
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Compliance Officer – Private Banking
Vor 7 Tagen
Zürich, Schweiz Taleo Consulting VollzeitDo you want to start an ambitious and challenging career?Would you like to work in an exciting and fun environment?Do you thrive in work environments that push you to be your best?Taleo Consulting is a management consulting group with offices in Luxembourg, Paris, Brussels, Amsterdam, Geneva, Zurich, Barcelona, Singapore, and Lisbon. As a young and growing...
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Private Banking Services Specialist
vor 1 Woche
Zürich, Schweiz Mercantil Bank (Schweiz) AG VollzeitMercantil Bank (Switzerland) is part of an important Latin American Financial Group. We are characterised by our discretion, convictions, and expert advice and provide sustainable financial solutions to our clients’ needs by delivering best-in-class service.This role covers a wide range of tasks, calling for a versatile generalist eager to handle various...
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Private Banking Services Specialist
vor 1 Woche
Zürich, Schweiz Mercantil Bank (Schweiz) AG VollzeitThis role covers a wide range of tasks, calling for a versatile generalist eager to handle various operational and conceptual responsibilities.Your tasks:Account & Client Data Management:Handle account openings, verification, and maintenance, ensuring compliance and accuracyMonitor account status, perform client data updates and maintain comprehensive...
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Zürich, Schweiz LGT – Private Banking und Asset Management VollzeitLGT 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...
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Director Private Banking
Vor 7 Tagen
Zürich, Schweiz Ateca Consulting VollzeitGet AI-powered advice on this job and more exclusive features.Director - Financial Services at Ateca ConsultingA prestigious Swiss private bank is seeking Directors of Private Banking for their Switzerland office. This is a remarkable chance to lead and grow within a forward-thinking institution that values and rewards success.Why Consider This...
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Private Banking Assistentin/assistent
Vor 6 Tagen
Zürich, Schweiz Lombard Odier VollzeitA 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...
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Kundendaten Management Officer Private Banking
Vor 4 Tagen
Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...
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Private Banking
Vor 5 Tagen
Zürich, Schweiz Triaxis AG ∙ Asset Management since 1983 VollzeitGet AI-powered advice on this job and more exclusive features.Triaxis AG is an independent asset manager with a FINMA licence in the heart of Zurich City. It has been successfully serving wealthy private clients, executives, and entrepreneurs for 40 years. It offers an optimal infrastructure, which gives you the freedom to act entrepreneurially and to...
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Kundendaten Management Officer Private Banking
Vor 3 Tagen
Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist eine internationale...
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Führungskraft Private Banking
Vor 4 Tagen
Zürich, Zürich, Schweiz Zürcher Kantonalbank VollzeitUnser Anspruch:Als führender Arbeitgeber in der Schweiz suchen wir eine Führungskraft, die sich mit Leib und Seele dem Private Banking verschrieben hat. Als Chef of Staff bist du direkt der Leiterin oder dem Leiter Private Banking unterstellt und tragt massgeblich zur effizienten Steuerung dieser zentralen und ertragsstarken Geschäftseinheit...
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Zürich, Zürich, Schweiz coni+partner AG VollzeitBeratungshaus mit mehr als 25 Jahren Erfahrung">coni + partner ist ein seit über 25 Jahren erfolgreich tätiges Beratungshaus in der Schweiz. Unsere Stärke liegt in der passgenauen Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.">Unser Kunde ist...
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Assistent:in Private Banking
Vor 3 Tagen
Zürich, Schweiz TN Switzerland VollzeitAssistent:in Private Banking (HNWI), ZürichZürcher KantonalbankZürich, SwitzerlandAssistent:in Private Banking (HNWI) 80% - 100% | Vertrieb und Kundenberatung | Zürich | Berufserfahrene. In der Einheit Private Banking Key Clients beraten und betreuen wir unsere vermögendsten Kundinnen und Kunden mit spannenden und individuellen Bedürfnissen in den...
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Private Banking Assistentin/Assistent
Vor 7 Tagen
Zürich, Schweiz Lombard Odier & Cie VollzeitA 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...
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Private Banking Assistentin/Assistent
Vor 5 Tagen
Zürich ZH, Schweiz Lombard Odier VollzeitA 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...
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Private Banking Assistentin/Assistent
Vor 4 Tagen
Zürich ZH, Schweiz Lombard Odier VollzeitA 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...
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Leiter:in Stab Private Banking
Vor 5 Tagen
Zürich, Schweiz Zürcher Kantonalbank Vollzeit80% - 100% | Management-Support / Stab | Zürich | Berufserfahrene mit Personalverantwortung Als Leiterin oder Leiter Stab Private Banking (Chief of Staff) bist Du direkt der Leiterin "Private Banking" unterstellt und trägst massgeblich zur effizienten Steuerung dieser zentralen und ertragsstarken Geschäftseinheit bei. Du übernimmst die Verantwortung...
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Legal Counsel Corporate
Vor 5 Tagen
Zürich, Schweiz Zürcher Kantonalbank VollzeitLegal Counsel Corporate & Private Banking80% - 100% | Legal / Compliance | Zürich | BerufserfahreneMöchtest du deine Fachkompetenz in einer national und international tätigen Universalbank umsetzen? Bringst du Erfahrung in Bezug auf den Marktzugang für Schweizer Finanzdienstleister zu ausländischen Märkten (Crossborder) mit? Bist du im Umgang mit den...
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Leiter:in Stab Private Banking
Vor 3 Tagen
Zürich, Schweiz Zürcher Kantonalbank VollzeitLeiter:in Stab Private Banking80% - 100% | Management-Support / Stab | Zürich | Berufserfahrene mit PersonalverantwortungAls Leiterin oder Leiter Stab Private Banking (Chief of Staff) bist Du direkt der Leiterin "Private Banking" unterstellt und trägst massgeblich zur effizienten Steuerung dieser zentralen und ertragsstarken Geschäftseinheit bei. Du...
