Private Banking Assistant
vor 1 Tag
About the RoleIn this vital role, you'll support our senior partners directly, interacting closely with clients to provide the exceptional service that sets us apart. You'll play a pivotal role in monitoring portfolios, handling client requests, and assisting in compliance duties—all within a supportive and highly professional environment.What We're Looking ForYou're a proactive professional with:2-3+ years in wealth management with an eagerness to advance in the industry.Proficiency in Office tools and a keen interest in learning new technologies.Strong organizational and multitasking skills—capable of balancing detail-oriented work under pressure.Autonomy and team spirit—you're as comfortable taking the lead as you are collaborating.Exceptional communication in English. French, German and other languages are a plus.Confidentiality and accuracy—your clients and team can always rely on you.High energy level – you enjoy hard work and want to thrive in a high energy environment.What You'll DoServe as a primary contact for clients, managing daily communications and client requests.Support portfolio management, cash balances, and documentation preparation.Take responsibility for KYC and account opening forms.Provide administrative and compliance support, including document filing, client summaries, and correspondence.Contribute to marketing initiatives and assist with Chief Compliance Officer duties.Why Join Us?A Collaborative, Growing Team: Be part of a thriving, young team of 50 across Zurich, Freienbach, Geneva, and Lugano.Varied and Engaging Work: Enjoy a diverse range of responsibilities within a supportive and challenging environment.Global, Multinational Atmosphere: Work in an environment that values cross-cultural collaboration. Location: Geneva Start Date We're excited to welcome you as soon as possible Apply today — your application will be handled with the utmost confidentiality.
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Senior Legal Counsel, Private Banking
vor 1 Tag
Eastern Switzerland Interim Legal AG VollzeitStart Date: February 2024Duration: 2 Months, with the possibility of an extensionLocation: Zurich, hybridUtilization: 100%We are seeking an experienced Senior Legal Counsel for a global private bank in Switzerland. The Senior Legal Counsel will play a crucial role in advising on regulatory matters related to cross-border banking, as well as in the...
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Senior Private Banker
vor 1 Tag
Eastern Switzerland Alpen Partners VollzeitIn Geneva, Zurich, Lugano and/or Bäch/WollerauAre you a successful Private Banker or Relationship Manager at an independent asset manager seeking a departure from the static environment of traditional banking or the constraints of your current workplace?Are you eager to pursue your entrepreneurial ambitions and offer your clients a broader array of...
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Senior Berater/in Private Banking 100
vor 2 Wochen
Hauptstrasse Sankt Margrethen, Switzerland Alpha RHEINTAL Bank AG Vollzeit CHF 80'000 - CHF 120'000 pro JahrDie Alpha RHEINTAL Bank AG ist mit ihren 7 Geschäftsstellen und über 100 Mitarbeitenden gut etabliert und als innovative, kundenorientierte Bank bekannt.Du interessierst dich für eine anspruchsvolle Aufgabe im Finanzgeschäft und verstärkst unser motiviertes Private Banking Team. Für dich stehen die Kundinnen und Kunden mit ihren persönlichen...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are...
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Eastern Switzerland JPMorganChase VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are...
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Eastern Switzerland JPMorganChase VollzeitDescriptionThis is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's MENAT Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...
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Eastern Switzerland JPMorganChase VollzeitDescriptionThis is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the Swiss market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are...
