Senior Client Relationship Support
vor 8 Stunden
Job DescriptionWe are looking for an experienced professional to assist the relationship management team to promote Private Markets.Key Responsibilities:Support client relationship managers with distribution projects for open-ended and closed-ended funds, and assist with daily tasks.Create high-quality, tailored marketing materials and client responses, addressing inquiries and providing performance updates.Serve as the main contact for internal and external stakeholders, collaborating with teams.Develop strategies to boost client and prospect engagement, tracking performance metrics for the sales team.Assist the private wealth team heads with strategic projects and governance.Deepen knowledge of private markets, platform, products, and investment strategies.Enhance professional expertise to improve workflows.Your Profile:Strong understanding of the financial services industry, with experience in communication or marketing preferred.University degree and at least 5 years of relevant experience.Background in consulting, sales, process management, or investment banking is ideal.Skilled in design and visual communication.Proficient in English (spoken and written), additional languages are a plus.Attention to detail and strong Microsoft Office skills (Excel, PowerPoint).
-
Junior Relationship Manager
vor 2 Wochen
Zurich, Schweiz Albedis Vollzeit**INTRODUCTION**: FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A **JUNIOR RELATIONSHIP MANAGER** POSITION BASED IN ZURICH **ASSIGNMENT DESCRIPTION**: - Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs - **Develop your own** network for client...
-
Assistant Relationship Manager
vor 3 Wochen
Zurich, Schweiz Robert Walters Switzerland VollzeitWe 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...
-
Client Relationship Officer
vor 1 Woche
Zurich, Schweiz Pictet VollzeitYour team Pictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide...
-
Zurich, Schweiz coni+partner AG VollzeitOur client is a private bank in Zurich. We are looking for a professional (m, f, d) for the management support of the Relationship Managers as a Management Support for Relationship Managers Private Banking Aufgaben Qualifikation Higher education / Interest in private banking topics (e.g. sophisticated client service and advice, financial markets, client...
-
Senior Relationship Manager
vor 8 Stunden
Zurich, Schweiz Marmot Investment AG VollzeitThe First Swiss Wealth Manager Dedicated to Women and FamiliesAre you ready for a meaningful next chapter—on your terms?At Marmot, we empower women and families to take control of their financial futures. Whether you're an experienced relationship manager looking for a flexible, part-time role, a mother re-entering the workforce, or an early-retired...
-
Internship Switzerland
Vor 3 Tagen
Zurich, Schweiz CANDRIAM VollzeitPosition description **Business unit**: - Sales and Distribution - Client Relations **Job title**: - Internship Switzerland - Client Relationship Support F/M/D **Contract type**: - Internship **Contract duration**: - 6 months **Candriam Group Presentation**: - Candriam stands for "**C**onviction** AND** **R**esponsibility** I**n **A**sset **M**anagement" and...
-
Client Support
vor 8 Stunden
Zurich, Schweiz Crypto Finance AG VollzeitCrypto Finance Group, part of Deutsche Börse Group, provides professional digital asset solutions to institutional clients. The Group comprises Crypto Finance AG, regulated by FINMA in Switzerland, offering trading, custody, and wallet services, as well as Crypto Finance (Deutschland) GmbH, regulated by BaFin in Germany, offering trading and custody...
-
Client Relationship Advisor
vor 8 Stunden
Zurich, Schweiz theHRchapter VollzeitWe are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory, portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting growth of an advisory portfolio in...
-
Client Relationship Advisor
vor 8 Stunden
Zurich, Schweiz theHRchapter VollzeitWe are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory, portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting growth of an advisory portfolio in...
-
Senior Relationship Manager
vor 8 Stunden
Zurich, Schweiz Vontobel VollzeitAre you passionate about the financial world? For our Private Clients Division covering Swiss domestic clients, we are looking for a highly motivated and engaged Senior Relationship Manager.What would your role be?Develop your own client network in the region Switzerland.Act as a trusted advisor to clients and prospects by providing recommendations that...