Client Relationship Manager Assistant

vor 1 Tag

Geneva, Schweiz Ateca Consulting Vollzeit

We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland. In this permanent role, the ideal candidate would be an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks. Responsibilities Provide day-to-day support in administrative and commercial activities Manage retrocessions and related commissions Account openings, closings and other documentations Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. Prepare client meetings and events Respond to clients enquiries by email or phone Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.) Monitor credit lines and maturities of investments Monitor administrative issues Requirements University degree in Finance or completed apprenticeship or similar banking education SAQ/FinSA-compliant  certification (EXAM) is mandatory for this role  (e.g., SAQ Client Advisor – Affluent Clients, CWMA) First relevant work experience in Private Banking Excellent Microsoft Office skills, knowledge in Avaloq is an advantage Ability to weigh problems and set priorities Strong work ethics, integrity and high level of accountability Ability to work under pressure and work with various stakeholders Fluency in Spanish, English and French, other languages are an advantage Send us your CV at anthonny.b@ateca.co.uk    

  • Client Relationship Manager Assistant

    Vor 5 Tagen

    Geneva, Schweiz Ateca Consulting Vollzeit

    We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland. In this permanent role, the ideal candidate would be an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative,...

  • Assistant Relationship Manager

    vor 2 Wochen

    Geneva, Illinois, Schweiz Lexton Stanley Vollzeit

    We are currently looking for a Relationship Manager Assistant / Swiss & Europe on behalf of our client, a Swiss private bank based in Geneva.About the RoleHandle account openings/closings,Account maintenance, cash management, and ensure that the client database is always up-to-date. Process client orders, including payments, credits, foreign exchange, and...

  • Relationship Manager Assistant ENG

    Vor 7 Tagen

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    For one of our clients, we are looking for a Relationship Manager Assistant in 100% permanent contract and based in Geneva. The collaborator will be in charge of relationship management assistance, team assistance, investment team support, management support, office management and administrative support. Relationship Manager Assistant ENG / FR 100% (m /...

  • Relationship Manager Assistant ENG

    Vor 7 Tagen

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    For one of our clients, we are looking for a Relationship Manager Assistant in 100% permanent contract and based in Geneva. The collaborator will be in charge of relationship management assistance, team assistance, investment team support, management support, office management and administrative support. Relationship Manager Assistant ENG / FR 100% (m /...

  • Relationship Manager Assistant ENG

    Vor 4 Tagen

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    Our client is a well-established multi-family office in Geneva.For one of our clients, we are looking for a Relationship Manager Assistant in 100% permanent contract and based in Geneva. The collaborator will be in charge of relationship management assistance, team assistance, investment team support, management support, office management and administrative...

  • Relationship Manager Assistant ENG

    Vor 4 Tagen

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    Our client is a well-established multi-family office in Geneva.For one of our clients, we are looking for a Relationship Manager Assistant in 100% permanent contract and based in Geneva. The collaborator will be in charge of relationship management assistance, team assistance, investment team support, management support, office management and administrative...

  • Assistant Relationship Manager, Geneva, 100%

    vor 2 Wochen

    Geneva, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. 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 & FO and end-client requests on...

  • Relationship Manager

    Vor 2 Tagen

    Geneva, Schweiz Careerplus AG Vollzeit

    Are you an experienced and dynamic professional ready to take on a pivotal role in a thriving international fiduciary company ? Are you an experienced and dynamic professional ready to take on a pivotal role in a thriving international fiduciary company ? For our client, a well-established company in Switzerland and internationally, we are looking for a...

  • Junior Relationship Manager ITA

    vor 1 Woche

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    For one of our clients, we are looking for a Junior Relationship Manager ITA / ENG in 100% permanent contract and based in Geneva or Luxembourg. The collaborator will manage and develop the Italian and Swiss client book of the company.Junior Relationship Manager ITA / ENG 100% (m / f)Our client is a well-established Wealth & Asset Management company in...

  • Relationship Manager

    vor 2 Wochen

    Geneva, Schweiz Brodard Executive Search Vollzeit

    Pour un Asset Manager performant de la place genevoise, nous sommes àla recherche d’un Relationship Manager Votre rôle sera de développer la base de clientèle privée existante, tout en apportant votre propre réseau. Vos responsabilités : Vous reprenez et développez un portefeuille de clients existants et de prospects en vous appuyant sur la...