Private Banking Assistant
Speichern Sie diesen Job und halten Sie Ihre Suche organisiert
Erstellen Sie ein kostenloses Konto, um Jobs zu speichern, Benachrichtigungen zu erstellen und von Ihrem Dashboard aus zu diesem Eintrag zurückzukehren.
Wenn Sie fortfahren, akzeptieren Sie unsere Nutzungsbedingungen & Datenschutzerklärung.
Responsibilities:
Assist the FO team of Banco Santander International S.A. in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be doing of the following tasks:
1. Customer service, helping on:
- Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
- Monitoring progress of tasks and ensure proper follow-up
- Checking balance positions, loans, transfers, etc.
- Addressing request for payment instructions
- Process applications and inquiries related to Credit/Debit Cards
2. Operations and Back Office, supporting on:
- Ensure close collaboration with various departments including Onboarding, Legal & Compliance, Credit, Payments and back office.
- Monitoring and verifying that all the transactions requested have been completed/processed by the operations department.
- FX transactions and wire transfers management
- New accounts and Updates
- Prepare documentation and assistance to Bankers and other members of Front Office Team.
Profile
- Formal Academic Education: i.e. bachelor’s degree
- 1-4 years of relevant experience in financial and banking industry in the following fields: customer service, operations, compliance, back office, dealing with internal and external clients, preparation of reports and customer visits.
- Strong technical knowledge in Banking, Business Administration and Finance
- Software: good use of Office tools.
- Good planning and organizational skills/problem-solving approach.
- Dynamic, pro-active, and capable of completing tasks in an independent manner.
- Adaptable, personable team player with “can-do” attitude and great interpersonal skills.
- Teamwork and team spirit focused.
- Eager to learn.
Languages
- Languages: Fluent English (written and spoken). French and Spanish will be highly valued.
Requirements
- Eligible to work in Switzerland.
-
Private Banking Assistant Eam
Vor 2 Tagen
Geneva, Geneva, Schweiz Lombard Odier VollzeitpA career at bLombard Odier /b means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25...
-
Private Banking Assistant
Vor 8 Stunden
Geneva, Geneva, Schweiz Santander VollzeitpPrivate Banking Assistant - Europe (BSISA) /p pCountry: Switzerland /p h3Responsibilities /h3 pAssist the FO team of Banco Santander International S.A. in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be doing of the following...
-
Private Banking Assistant
Vor 1 Tag
Geneva, Geneva, Schweiz Santander Private Banking International VollzeitpCountry: Switzerland /p h3Responsibilities /h3 pAssist the FO team of Banco Santander International S.A. in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be doing of the following tasks: /p ul liCustomer service, helping on: /li...
-
Private Banking Assistant
Vor 8 Stunden
Geneva, Geneva, Schweiz Santander VollzeitpSantander seeks a Private Banking Assistant for Europe, based in Switzerland. You will assist the Front Office team, handling customer service, onboarding, and back-office tasks to support bankers and clients. /ppIdeal candidates have 1–4 years in banking, strong Office skills, and a proactive, team-oriented attitude. Fluent English; French and Spanish...
-
Private Banking Assistant EAM
Vor 1 Tag
Geneva, Geneva, Schweiz Lombard Odier Group VollzeitpA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Private Banking Assistant EAM
Vor 2 Tagen
Geneva, Geneva, Schweiz Lombard Odier Vollzeitp A career at b Lombard Odier /b means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25...
-
Private banking assistant eam
Vor 2 Tagen
geneva, waadt, switzerland, Vaud Lombard Odier VollzeitA career atbrLombard Odierbrmeans working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25...
-
Private Banking Relationship Assistant
Vor 8 Stunden
Geneva, Geneva, Schweiz Schroders VollzeitpSchroders in Switzerland is a renowned Financial Institution with around 300 employees located in Zurich and Geneva. For our private clients we provide tailor‑made investment solutions and complementary financial services. /ppWe invest in a broad range of asset classes across equities, fixed income, multi‑asset and alternatives. We also specialise in...
-
Assistant Private Banking
Vor 2 Tagen
Geneva, Geneva, Schweiz Bergos AG VollzeitABOUT US Bergos is an independent Swiss Private Bank with headquarter in Zurich. We have a clear focus: to protect and grow our clients’ wealth. We believe in a holistic approach that views our clients as individuals within the broader context of their lives, taking into account all relevant aspects and their interconnections. We provide innovative...
-
CRM Assistant
Vor 8 Stunden
Geneva, Geneva, Schweiz Bank J. Safra Sarasin AG VollzeitpBank J. Safra Sarasin AG in Switzerland seeks a CRM Assistant Booking Center International to support Client Relationship Managers in day-to-day operations and deliver client-centric experiences through efficient administrative, operational and compliance tasks. /ppYou will assist direct and offshore booking center clients, handle payments and transfers,...
