Client Onboarding Manager
vor 20 Stunden
**Job Contents - **We are looking for **_an experienced Client Onboarding Manager _** on behalf of our client **_based in Pfaffikon, Switzerland._**
**_**_
- *_*
**_**_
- *_*
- Responsibility for client onboarding of mandates and funds in Liquid Markets (i.e. multi-asset, sustainable equity and fixed income, liquid alternatives);
- The client onboarding requires close interaction with our colleagues of the international business development team and their institutional clients, distribution partners and platforms to ensure an outstanding client experience;
- Close collaboration with internal stakeholders such as business development, investment operations, structuring and service providers to deliver a successful onboarding;
- Go-to person for our business development team for client requests and proactive management of these requests.
**Requirements**:
- **University degree** or **equivalent in business administration**;
- **At least three years working experience** in **client onboarding role** in **asset management** or **fund administration**;
- Competence in Liquid Market products;
- Strong client focus;
- Experience in project management and willingness to take ownership and ability to deal with multiple stakeholders;
- **Very good command of German** and **English as must** (_additional languages a plus_);
- Hands-on approach and proven team player.
**Job Types**: Full-time, Permanent
Schedule:
- Monday to Friday
**Education**:
- Bachelor's (required)
**Experience**:
- Asset Management and Fund Administration: 3 years (required)
**Language**:
- Fluent German (required)
- Fluent English (required)
-
Client Onboarding Manager
vor 2 Wochen
Basel, Schweiz LGT Capital Partners VollzeitResponsibility for the operational client onboarding in Liquid Markets for our funds and segregated accounts offering and coordination of operations related activities; - Close collaboration with client services, investment operations, structuring and service providers to manage successful onboarding; - Proactive management of client requirements on data and...
-
Mitarbeiter Kunden-onboarding
vor 1 Woche
Basel, 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...
-
Client Service Manager
Vor 7 Tagen
Basel, Schweiz SIX VollzeitWe drive the transformation of the financial markets. That’s why we invest in bright minds, in their ideas, knowledge and development. We do that by combining our best sides. ***Client Service Manager****: Zurich | 80-100 % | Reference 4148 As a clearing service manager, you will take a central role in processing customer queries referring to risk...
-
Team Manager Customer Success
vor 20 Stunden
Basel, Schweiz jacando AG VollzeitDeine Mitmenschen beschreiben dich als Organisationstalent? Du hast es im Blut, Projekte zu managen und ein Team zu führen? Initiative ergreifen heisst für dich nicht nur, ab und zu eine Mailvorlage anzupassen, sondern wirklich deine Komfortzone zu verlassen? Dann wird es dir bei uns richtig Spass machen, denn: **Bei uns kannst Du**: - Das Onboarding-Team...
-
Client Relationship Manager
vor 4 Wochen
Basel, Schweiz UR Capital VollzeitA dynamic Private Bank based in Basel is looking for their new Relationship Manager. Maintain and further develop relationships with existing EAMs and Family Offices Develop tailored solutions and processes that meet the expectations and objectives of EAM partners Provide research, investment ideas, and portfolio solutions Promote the services and...
-
Client Relationship Manager
Vor 5 Tagen
Basel, Basel-Stadt, Schweiz UR Capital Vollzeit CHF 80'000 - CHF 120'000 pro JahrA dynamic Private Bank based in Basel is looking for their new Relationship Manager.Maintain and further develop relationships with existing EAMs and Family OfficesDevelop tailored solutions and processes that meet the expectations and objectives of EAM partnersProvide research, investment ideas, and portfolio solutionsPromote the services and capabilities...
-
Client Marketing Manager Switzerland
vor 2 Wochen
Basel, Schweiz Visa VollzeitCompany Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure...
-
Client Account Manager Wm Turkey
Vor 7 Tagen
Basel, Schweiz UBS VollzeitSwitzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 246197BR **City** Zürich **Job Type** Full Time, Temporary / Contract **Your role** Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you focused on the details, even when under pressure? We are...
-
Asset Servicing Solution Expert Client Fund
Vor 7 Tagen
Basel, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management, Fund Services, Sales - Personal & Corporate Banking **Job Reference #** - 257163BR **City** - Zürich **Job Type** - Full Time, Part Time **Your role** - Are you passionate about people? Do you know how to care of (institutional) clients, enjoy an international, fast-paced environment and...
-
Client Manager
vor 2 Wochen
Basel, Schweiz Blue Lynx Vollzeit**REF.NUMBER: 22-0388** Headquartered in Amsterdam, our client is serving tens of thousands of small businesses across the world by building their websites, launching their paid search campaigns and creating powerful content. They are growing rapidly and are looking for a Client Managers to join their team in Amsterdam or Switzerland remotely. As a...
