Aktuelle Jobs im Zusammenhang mit Onboarding Private Clients/ Dd Uhnwi Structures - Zurich - coni+partner AG
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Onboarding Private Banking Uhnwi
vor 1 Woche
Zurich, 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 das Private Banking...
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Controller Formalities Client Data Uhnwi
Vor 4 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is an international bank in Zurich. We are looking for as a professional (m, f, d) in the account opening process as a Controller Formalities Client Data UHNWI Tasks Responsible for maintaining close control of customer data in systems to provide day-to-day services to Relationship Managers / Responsible for processing customer documents and...
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Private Clients Administrator, Family Office
vor 2 Wochen
Zurich, Schweiz AP Executive VollzeitLocation: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 9 hours ago We are currently looking for a private clients administrator to join a boutique sized family office in the centre of Zurich. Requirements for the role is to have a minimum of 3 years experience from a similar sector like a trust or a private office business. You...
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Assistant Rm
vor 1 Woche
Zurich, 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 Privatbank in...
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Private Clients Administrator, Family Office
vor 6 Stunden
Zurich, Schweiz AP Executive VollzeitLocation: Zurich - Salary: £68.2k - 83.3k per year per year - Job Type:Permanent Posted about 11 hours ago We are currently looking for Private Clients Administrator to join a boutique sized family office in the city centre of Zurich. Requirements for the role, is to have a minimum of 3 years experience gained from having been working in a Bank, Trust or...
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Tax Consultant Uhnwi/hnwi
Vor 4 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as holistic wealth...
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Client Advisor, WM APAC Switzerland, Team UHNWI
Vor 6 Tagen
Zurich, Schweiz UBS VollzeitYour roleAre you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager?We're looking for a Wealth Management client advisor, in Zurich,...
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Project Manager
vor 1 Woche
Zurich, Schweiz iET SA VollzeitFor a project at our client’s site, an international bank based in Zurich, we are looking for an experienced Project Manager - KYC / UHNWI In this exciting role, you will support the project management of a KYC file remediation for UHNWI clients. **Your Qualifications**: - **3+ years experience as a Project Manager with a successful track record of**...
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Client Onboarding Intermediate Analyst
vor 2 Wochen
HARDSTRASSE PRIME TOWER ZURICH, Schweiz 01288 Citibank (Switzerland) AG VollzeitThe Client Onboarding Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing...
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Relationship Manager
vor 1 Woche
Zurich, Schweiz AP Executive VollzeitLocation: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 13 hours ago An international and highly dynamic Bank is looking to hire Relationship Managers (hunters) to drive forward the commercial success of the group. The bank has a strong track record and is well established with a 50+ year history of servicing both corporate and...
Onboarding Private Clients/ Dd Uhnwi Structures
vor 2 Wochen
Our client is a bank in Zurich. We are looking for a compliance specialist (m, f, d) as a
Onboarding Private Clients/ DD UHNWI Structures
Aufgaben
Qualifikation
KV, paralegal or studies / Professional experience in Private Banking, Trust or a Family Office or Compliance Consulting (BigFour) / Knowledge of client identification processes and regulations in the area of o-boarding / Knowledge of rules and processes in the area of CDB 20 (client identification) / Knowledge of AML (money laundering laws) / Generalist-operational knowledge regarding QI/FATCA and CRS/AIA, including the use of forms / Flair for IT and interest in standard systems in banking such as SimCorp, Finnova, Avaloq, etc. / Analytical, open-minded, team-oriented personality with quick grasp / Generalist-holistic, flexible mindset / Reliability and discretion / Proficient in MS-Office / Languages: German (B2) and English (fluency).
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
**Tel.**: +41 44 254 90 10
