Aktuelle Jobs im Zusammenhang mit CRM Assistant in Private Banking - Fribourg - Bank J. Safra Sarasin
-
Test Manager
Vor 7 Tagen
Fribourg, Schweiz Synechron VollzeitCompany Description For more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for **talented and enthusiastic people** who are passionate about working with our clients and being the** best ambassadors **for our company. **Job Description**: **Your mission**: To reinforce the...
-
Quality Controller Kundenstamm-daten Private Banking
vor 4 Stunden
Fribourg, 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...
-
Private Banking
vor 2 Wochen
Fribourg, Schweiz JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** Job summary: This is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan’s Private Banking business (LATAM Market). We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an...
-
Assistant Relationship Manager Dlt
Vor 6 Tagen
Fribourg, Schweiz Sygnum Vollzeit**About Us** Sygnum is the world’s first digital asset bank in Switzerland, and a digital asset management company in Singapore. We make digital assets bankable, secure and convenient, empowering our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies and digital assets, including Bitcoin,...
-
Private Equity Internship
Vor 6 Tagen
Fribourg, Schweiz Talently VollzeitÜber das Unternehmen Unser Klient ist eine führende, unabhängige Beteiligungsgesellschaft, die sich auf den Erwerb von mittelständischen Unternehmen im DACH-Raum spezialisiert hat. Das Investment-Team arbeitet eng mit Gründern und Gründerinnen zusammen, um sie mit Kapital und umfassender Expertise zu unterstützen und ambitionierte Wachstumsstrategien...
-
Key Account Assistant
Vor 6 Tagen
Fribourg, Schweiz Schroders VollzeitSchroders, with headquarters in London, employs over 5500 talented people worldwide, operating in 37 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach...
-
Fribourg, Schweiz Synechron VollzeitCompany Description For more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for **talented and enthusiastic people** who are passionate about working with our clients and being the** best ambassadors **for our company. **Job Description**: **Your mission**: To reinforce the...
-
Assistante de Projets
Vor 7 Tagen
Fribourg, Schweiz Groupe E Switzerland VollzeitActif-ve-s en Suisse occidentale, nous aidons nos client-e-s à réaliser leurs projets en fournissant des solutions énergétiques globales, efficaces et durables, qu’il s’agisse de production et de distribution d’électricité et de chaleur, d’installations électriques, de domotique, de mobilité douce, de climatisation ou de traitement de...
-
Assistant Relationship Management
vor 2 Wochen
Fribourg, Schweiz Bank Vontobel VollzeitBank Vontobel Zurich, SwitzerlandPosted 5 hours ago Permanent Competitive - Assistant Relationship Management (80-100%) - Wir bei Vontobel wollen unsere Zukunft aktiv gestalten. Wir schaffen und verfolgen Anlagechancen, die unsere Kunden voranbringen. Als globaler Finanzdienstleister mit Schweizer Wurzeln sind wir auf Vermögensverwaltung, aktives Asset...
-
Cutover Manager
vor 2 Wochen
Fribourg, Schweiz LHH VollzeitFor one of our clients a banking company in Geneva, we are recruiting a Cutover Manager for a long term mission who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you! **Responsibilities**: As a Cutover Manager...
CRM Assistant in Private Banking
vor 3 Wochen
Provide direct assistance to the CRM in his day-to-day work tasks in a dynamic and international environment for trading, marketing and administrative tasks. The CRM assistant is responsible for ensuring a high-end banking service to the UHNW/HNW clients.
**Responsibilities**
- Partnering with CRMs to manage client relationships on a day-to-day basis
- Trading in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF, PE
- Handling the daily management of cash and corporate actions
- Preparing client meetings (portfolio reviews, documentation,) and organizing CRM business trips
- Supporting the CRM with compliance or client-related projects as and when required
- Creating KYC files with the support of the CRM and managing the accounts opening and closing process
- Other administrative tasks and ad-hoc requests
**Profiles**
- Successfully completed bank apprenticeship and/or Bachelor in Economics or Finance
- Min. 4 years experience in a similar position
- Fluent in English and French (other languages an asset), good communication skills
- Strong customer service ethics
- Aptitude to work under pressure and to meet tight deadlines
- Solid knowledge of Microsoft tools, and Avaloq (optional)
- Sense of responsibilities, dynamism, proactrivity and flexibility
- Excellent presentation, sense of responsibilty & proactivity
- Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX )
**Activity rate**
100 %
