Junior Relationship Manager
vor 1 Woche
**INTRODUCTION**:
FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A
**JUNIOR RELATIONSHIP MANAGER**
POSITION BASED IN ZURICH
**ASSIGNMENT DESCRIPTION**:
- Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs
- **Develop your own** network for client acquisition
- Provide to the client with investment and management **advice/proposals**, aligned with the client's goals, assets and chosen investment.
- Maintain close collaboration with specialists to keep up-do-date with investment solutions and developments in the financial industry
- Execute transactions, payments and other banking operations
- Open** new accounts** and follow-up on administrative matters
- Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Senior Relationship Manager in his daily tasks.
**REQUIRED PROFILE**:
- Degree in finance or similar qualification
- 3-4 years of private banking experience with at least a year as **Junior Relationship Manager**:
- Autonomous, multi-tasking, proactive
- Solutions-oriented and proactive mindset
- **Excellent communication and presentation skills**, both written and oral
- Interpersonal, negotiation and influencing skills
- Understanding of investments products
-
Junior Relationship Manager Investor Solutions
vor 1 Woche
Zurich, Schweiz CG24 Group AG Vollzeit**Junior Relationship Manager Investor Solutions** Wir sind die CG24 Group: Das führende FinTech-Startup im Bereich Marketplace-Lending in Zürich auf dem Weg zum Europäischen Marketplace-Leader. Wir finanzieren über unsere Crowdlending Plattform KMU’s, Privatpersonen sowie professionelle Immobilienunternehmen. Privatpersonen und institutionellen...
-
Junior CRM/assistant Relationship Manager Private
vor 4 Stunden
Zurich, Schweiz Bank J. Safra Sarasin VollzeitAs a Junior CRM/Assistant Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for monitoring the investment portfolios, creating investment ideas and producing investment proposals, account openings, other documentations as well as preparing client meetings, client reviews, handling...
-
Relationship Manager
vor 1 Woche
Zurich, Schweiz Amicum Capital AG VollzeitAmicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. The company is registered in Zurich in 2016 and controlled by its management. **Amicum Capital helps its clients to**: - manage financial investments deposited at leading Swiss banks; - finance large purchases...
-
Assistant Relationship Manager
Vor 2 Tagen
Zurich, Schweiz Julius Baer VollzeitAt 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)...
-
Assistant Relationship Manager
vor 3 Wochen
Zurich, Schweiz Robert Walters Switzerland VollzeitWe are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market. Assistant Relationship Manager (Private Banking) 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...
-
Assistant Relationship Manager
Vor 2 Tagen
Zurich, Schweiz Julius Baer VollzeitAt 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)...
-
Trainee Junior Relationship Manager Real Estate
vor 2 Wochen
Zurich, Schweiz CG24 Group AG VollzeitCG24 Group is looking for an exceptional Junior Real Estate Manager to further develop the company’s real estate department. If you have the drive to push a Zurich based leading FinTech startup to new heights with cutting edge technologies, joining our team will put you in a prime position to do just that. Our team consists of 40 (and growing) visionary...
-
Junior Account Manager
Vor 2 Tagen
Zurich, Schweiz ROCKEN Vollzeit**Lohn - 70'000 - 100'000**: ROCKEN® hat eine webbasierte Online - Plattform zur Jobsuche und Talentgewinnung entwickelt, die den Bewerbungsprozess digitalisiert und die Unternehmung dabei unterstützt, Talente am Markt rasch zu erkennen und langfristig für sich zu gewinnen. In der technologischen Entwicklung sowie bei der Erbringung unserer...
-
Relationship Manager
vor 1 Woche
Zurich, Schweiz Monterosa Services AG Vollzeit**NEXT GENERATION RELATIONSHIP MANAGER based in Zurich**: Are you passionate about Emerging Markets and cross-border investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation key stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet you. Monterosa is a...
-
Investor Relationship Manager
vor 5 Stunden
Zurich, Schweiz WEXECUTIVE VollzeitM- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...