Relationship Manager Assistant Zh

vor 5 Stunden


Zurich, Schweiz Ficoba Vollzeit

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 debit cards and credit cards
investment orders (equity, bonds, funds, hedge funds, private equity), cash (payment) and forward exchange transactions
Reception and phone contact with customers, appointment preparation

Profil

**Profile**:
5 years of experience in a similar position
Fluent in English
ASAP availability



  • Zurich, Schweiz Robert Walters Switzerland Vollzeit

    We 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...


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


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


  • Zurich, Schweiz LHH Vollzeit

    Our client, a leading and well-established private bank, is searching for a Dutch-speaking person as an Assistant to the Client Relationship Manager for Zurich. You will assist the Relationship Manager in overall day to day tasks. **Your Tasks and Responsibilities** - Support the CRM in administrative and commercial activities - Administrative tasks in...


  • Zurich, Schweiz Bank J. Safra Sarasin Vollzeit

    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** -...


  • 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. The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...


  • Zurich, Schweiz Bank J. Safra Sarasin Vollzeit

    As 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...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    Für ein Multi Family Office in Zürich, suchen wir auf denn nächstmöglichen Zeitpunkt eine/-n Assistant Relationship Manager. Aufgaben - Administrative und organisatorische Leitung des Teams - Koordination, Organisation, Vor - und Nachbearbeitung von Kundenbesuchen. - Verantwortlich für die Organisation und Administrierung von Kundenbeziehungen -...


  • 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. The Assistant Relationship Manager (ARM) is mainly responsible for servicing the clients (Employees of the Bank) in the...


  • Zurich, Schweiz Crowdhouse Vollzeit

    **Your new crowd** Mit Crowdhouse haben wir eines der erfolgreichsten Start-ups der Schweiz aufgebaut und sind zu einem profitablen Scale-up mit rund 150 Mitarbeitenden gewachsen. Mit dem Betrieb der grössten Immobilienplattform für den Kauf und Verkauf von Anlageobjekten in der Schweiz machen wir den Immobilienmarkt transparent und für jedermann...