Junior Relationship Manager ITA
vor 1 Tag
About Our ClientOur client is a well-established Wealth & Asset Management company in Switzerland, Luxembourg and other international financial places.Job Description Integration in the structure ; Client Relationship Management : Maintaining good client relationship with private clients, affluent and HNWI and answering all their requests; Business Development: Identifying, targeting, and establishing relationships with potential clients in Italy and Ticino ; Portfolio Management: Effectively managing existing client relationships, ensuring high satisfaction and identifying new investment opportunities; Product Knowledge: Providing expert knowledge of investment products to guide clients in making informed decisions; Sales Support: Collaborating closely with the marketing and communication team to develop tailored strategies for the Italian and Ticino markets ; Contract Negotiation: Participating in the negotiation of contracts and agreements with local partners; Reporting & Follow-Up: Preparing regular reports on investment performance and client satisfaction. Participation of the day to day in the office. The Successful Applicant Diploma in Finance, Economics or Business; Similar and significant first professional experience in client relationship management and / or business development with private clients ; Capacity to build his own client portfolio and relationships with private clients, affluent clients and HNWI clients ; Strong interest and knowledge to financial instrument and financial markets; Good knowledge of MS Office and banking software; Italian native language; English fluent language; French as an asset; Easy going, willingness to learn, client oriented & sense of detail. What's on OfferOur client offers a 100% permanent contract within a growing, dynamic and human-sized environment based in Geneva and Luxembourg. Some remote work could be possible sometimes on the job.
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Client Relationship Manager Assistant
Vor 7 Tagen
Geneva, Schweiz Ateca Consulting VollzeitWe 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,...
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Relationship Manager
vor 1 Tag
Geneva, Schweiz Barclays VollzeitJob DescriptionPurpose of the roleTo establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. AccountabilitiesManagement of client relationships to identify the clients financial goals, challenges, and risk...
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Client Relationship Manager
vor 1 Tag
Geneva, Schweiz Degussa SonneMond Goldhandel GmbH VollzeitYour tasksDegussa is the leading supplier of physical gold and other precious metals in Europe. For generations, our name has stood for quality, security, and trust. We offer our customers a comprehensive range of services related to the purchase, storage, and sale of precious metals.To strengthen our team in Geneva, we are looking for an experienced Client...
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Client Relationship Manager
vor 1 Tag
Geneva, Schweiz Degussa Goldhandel VollzeitYour tasksDegussa is the leading supplier of physical gold and other precious metals in Europe. For generations, our name has stood for quality, security, and trust. We offer our customers a comprehensive range of services related to the purchase, storage, and sale of precious metals.To strengthen our team in Geneva, we are looking for an experienced Client...
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Relationship Manager, VP, Geneva
vor 2 Wochen
Geneva Place des Bergues, Schweiz Deutsche Bank Vollzeit CHF 120'000 - CHF 240'000 pro JahrJob Description:Relationship Manager, VP For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate...
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Junior Portfolio Manager
vor 1 Tag
Geneva, Schweiz Barclays VollzeitJob DescriptionPurpose of the roleTo generate returns, manage risk, and ensure the portfolio's financial stability and long-term success. AccountabilitiesAllocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising...
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Geneva, Schweiz Jobs CH VollzeitPraktikum – Automatisierung von Aufgaben im Client Relationship Management Lombard Odier ist ein globaler Vermögensverwalter, der auf nachhaltige Investitionen fokussiert ist. Hier hast du die Chance auf ein innovatives Arbeitsumfeld. Aufgaben Entwickle Automatisierungslösungen zur Reduzierung manueller Arbeiten. Arbeite eng mit dem CLM-Team zusammen, um...
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Geneva, 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)/ Group Head (GH) in...
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Senior Relationship Manager
vor 1 Tag
Geneva, Schweiz LGT Bank VollzeitLGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent...
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Geneva, Schweiz Jobs CH VollzeitPraktikum – Automatisierung von Aufgaben im Client Relationship Management Lombard Odier ist ein globaler Vermögensverwalter, der auf nachhaltige Investitionen fokussiert ist. Hier hast du die Chance auf ein innovatives Arbeitsumfeld. Aufgaben Entwickle Automatisierungslösungen zur Reduzierung manueller Arbeiten. Arbeite eng mit dem CLM-Team zusammen, um...
