Junior CRM/assistant Relationship Manager Private

As an Assistant/Internal Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients. **Responsibilities** -...

We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market.About The RoleYou will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:Client Support & AdministrationAssist in day-to-day servicing of German-domiciled private banking clients.Prepare...

**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...

**Your team**: **Pictet Asset Services** provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset-servicing value chain, and our range of bespoke solutions includes value-adding analytics, trading strategy support and digital front-end interfaces designed...

The Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to learn and to contribute to the team’s success and to start a successful career as a Junior Relationship Manager. Mission - Under the supervision of a Senior Relationship Manager, develop a...

Our client is a private bank in Zurich. We are looking for a professional (m, f, d) for the management support of the Relationship Managers as an Assistant Relationship Managers Private Banking Tasks **Requirements**: Higher education / Interest in private banking topics (e.g. sophisticated client service and advice, financial markets, client portfolios,...

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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

Relationship Manager Assistant ZH Branche d'activité Banques / Economie Contrat Fixe Localisation Région Zurich/ Schaffhouse Temps de Travail 100% Mission **Responsabilities**: Update and maintain the customer database Participation in Bank events Daily administration, opening and closing of accounts Request for issuing, delivering and cancelling...

For our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...

Junior CRM AssistantStonehage Fleming is looking for a for a dynamic self-starter to join their Investment Management team based in Zurich. This person should be an energetic and enthusiast team player and should be able to handle multiple tasks concurrently in a calm and professional manner. If you are committed to becoming the best you can be this is a...