Account Manager Private Banking Asia Market

Vor 3 Tagen

Zurich, Schweiz Yakoubi Associates Vollzeit

On behalf of our client we are looking for an experienced account / client manager for a Swiss private bank in Zurich

Tasks
- Supports the Relationship Managers (RM) in managing, monitoring and reviewing of client investment portfolios
- Collaborates with internal experts from Markets, Investment Solutions and Wealth Planning to identify investment and service opportunities
- Communicates with clients and prospects directly in collaboration with the RM and guarantees desk coverage while the RM is on business trip
- Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
- Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
- Interacts with clients in an independent and professional manner in all aspects of account management
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
- Creates and provides clients with customized information, reports and statistics, etc.
- Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Always ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

**Requirements**:

- Bachelor in Finance and Banking or experience in the banking environment with job-related higher degree (e.g. Bachelor, CFA, AZEK or similar)
- At least 2 years of working experience as an Assistant Relationship Manager in the Private Banking or in Advisory or Trading in a Bank
- Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
- Solid financial knowledge
- Several years of experience in Compliance topics and is aware of current regulations and KYC related needs
- Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
- Strong communication and organizational skills
- Fluency in English (oral and written), German would be an asset
- Service oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Able to work independently, well organized, swift and accurate even when under pressure

  • Account Manager Private Banking Asia Market

    Vor 5 Tagen

    Zurich, Schweiz Yakoubi Associates Vollzeit

    On behalf of our client we are looking for an experienced account / client manager for a Swiss private bank in Zurich Tasks - ASupports the Relationship Managers (RM) in managing, monitoring and reviewing of client investment portfolios - Collaborates with internal experts from Markets, Investment Solutions and Wealth Planning to identify investment and...

  • Account Manager Private Banking Key Clients, 80

    vor 1 Woche

    Zurich, Schweiz yakoubi associates Vollzeit

    Seit über 10 Jahren sind wir als Recruiting Boutique auf die Vermittlung von Fachkräften für den Assistenz - und Supportbereich im Banking & Financial Services in Zürich spezialisiert. Für unsere Kundin, eine renommierte Schweizer Privatbank, suchen eine engagierte Fachperson als Account Manager Private Banking Key Clients (80-100%). Aufgaben **Ihre...

  • Account Manager/in Private Banking 60 % Pensum

    vor 2 Wochen

    Zurich, Schweiz Julius Baer Vollzeit

    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. **YOUR CHALLENGE**:Unterstützung von Relationship Managern in sämtlichen Belangen der Kundenberatung und -betreuung: -...

  • Account Manager Private Banking 100%

    vor 2 Wochen

    Zurich, Schweiz Julius Baer Vollzeit

    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. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Executive Assistant

    vor 2 Wochen

    Zurich, Schweiz Redstone Private Banking Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

  • Assistant Relationship Manager Private Banking

    Vor 7 Tagen

    Zurich, Schweiz Finders SA Vollzeit

    **Client**: A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international...

  • Relationship Manager

    vor 2 Wochen

    Zurich, Schweiz Sygnum Vollzeit

    **About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets ankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies...

  • Account Manager Booking Centre Services, Asia

    Vor 3 Tagen

    Zurich, Schweiz Julius Baer Vollzeit

    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. **YOUR CHALLENGE**: - Provide high quality service to our EAM(s) with Asian/Japanese end-clients - Execution of client...

  • Assistant Relationship Manager

    vor 2 Wochen

    Zurich, Schweiz Robert Walters Switzerland Vollzeit

    About the role: You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include: - Client Support & Administration - Assist in day-to-day servicing of German-domiciled private banking clients. - Prepare account opening documentation, manage KYC/AML updates, and handle administrative requests. -...

  • Ssg Private Markets

    vor 2 Wochen

    Zurich, Schweiz Barclays Vollzeit

    About Private Bank As a leading global wealth and investment manager, Barclays provides international and private banking wealth planning, trust and fiduciary services, investment management, brokerage services and research to private clients across the world. Additionally, our clients benefit from access to the breadth of personal, corporate and investment...