Client Service Officer Private Banking
vor 2 Wochen
Position Tasks:
Support the CROs in the daily business activities. Active direct client contact in written and spoken German and English Provide a top quality service to clients (regular and prompt contact with clients by phone / email and visits) Execution of client account openings/closures and KYC reviews (internet search, provide corroborative documents) Preparation and follow-up of client visits (account documentation, check documents, account statements, Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, fiduciary deposits Various administrative and organizational tasks (client reviews, missing/pending documents, Preparation of marketing material (presentations/pitchbooks/investment proposals/ portfolio reviews) Ability to adabt to changing enviorments and the respective usage of new platforms/systems internal and external and explain them to clients (e-banking, Let’s sign, IDme Comply with the Code of Conduct and all internal regulations (. Cross Border, AML, Clean Desk Policy, Absence Management etc)Position Skills:
University degree or Commercial apprenticeship in a Bank or similar banking-related education Minimum 5 years of previous experience in a private banking environment Good understanding of financial instruments (equities, bonds, structured products, derivatives) Good knowledge of Compliance / AML topics Good Windows office skills (excel, power point, outlook, Ability to cope with pressure, deadlines and flexible working hours Proficient in written and spoken English essential Spoken languages such as Italian and/or Spanish would be a plus Team player Solution driven mindset with a pragmatic approach-
Senior Credit Officer, Private Banking
Vor 7 Tagen
Zürich ZH, Schweiz Bank J. Safra Sarasin AG VollzeitAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. As a Senior...
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Head of Private Banking
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Zürich, Schweiz DES Capital VollzeitExecutive Search Director @ DES Capital [Industry Leader] | Partner of choice for 1) Private Bankers & Executives Looking for a Career Uplift - 2)…With a track record spanning over 15 years, DES Capital has cultivated enduring relationships with the leadership of Europe's preeminent Multi-Family Offices and the world's foremost Private Banking...
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Zürich, Schweiz Lombard Odier VollzeitA 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 CHF300 billion and operating from over 25 offices...
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Client Service Officer Private Banking
vor 1 Woche
Zürich, Zürich, Schweiz EFG Bank AG VollzeitProvide administrative support and assistance in daily client relations matters to the assigned Client Relationship Officers (CROs)
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Private Banking Assistentin/Assistent
vor 2 Wochen
Zürich (Kreis 11), Schweiz Lombard Odier VollzeitA 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 CHF300 billion and operating from over 25 offices...
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Assistent:in Private Banking
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Zürich, Zürich, Schweiz Zürcher Kantonalbank VollzeitAssistent:in Private Banking (HNWI)80% - 100% | Vertrieb und Kundenberatung | Zürich | BerufserfahreneJetzt online bewerbenIn der Einheit Private Banking Key Clients beraten und betreuen wir unsere vermögendsten Kundinnen und Kunden mit spannenden und individuellen Bedürfnissen in den Segmenten Private Banking, Private Institutionals sowie...
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Assistent:in Private Banking
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Assistent:in Private Banking
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Assistent:in Private Banking
vor 2 Wochen
Zürich, Zürich, Schweiz Globalance Bank AG VollzeitWIR SUCHEN DICHAssistent:in Private Banking40-60% in Zurich – per sofortJetzt bewerbenDeine Rolle in vier Sätzen:Du unterstützt unser Team von Kundenberater:innen tatkräftig bei ihrer täglichen Arbeit. Du führst die laufende Kundenadministration und -dokumentation, beantwortest Kundenanfragen und organisierst Versände. Du bist verantwortlich für die...
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Private Banking Assistentin/assistent
vor 3 Wochen
Zürich, Schweiz Lombard Odier VollzeitA 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 CHF300 billion and operating from over 25 offices...
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Private Banking Assistentin/Assistent
vor 3 Wochen
Zürich, Schweiz Lombard Odier VollzeitA 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 CHF300 billion and operating from over 25 offices...
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Assistant Private Banking
vor 4 Wochen
Zürich, Schweiz Kessler.vogler Gmbh VollzeitFor our client, a well-known Swiss private bank based in Zurich, we are looking for a committed assistant with professional experience in private banking. Responsibilities: Provide an efficient administrative support to the Team Head Order execution, payment executions & investment trading Documentation and onboarding process of clients Client...
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Assistent:in Private Banking
vor 2 Monaten
Zürich, Schweiz Zürcher Kantonalbank VollzeitAssistent:in Private Banking (HNWI) 80% - 100% | Vertrieb und Kundenberatung | Zürich | Berufserfahrene In der Einheit Private Banking Key Clients beraten und betreuen wir unsere vermögendsten Kundinnen und Kunden mit spannenden und individuellen Bedürfnissen in den Segmenten Private Banking, Private Institutionals sowie Stiftungen. Deine Leidenschaft...
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Assistent:in Private Banking
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Zürich, Schweiz Zürcher Kantonalbank VollzeitAssistent:in Private Banking (HNWI) 80% - 100% | Vertrieb und Kundenberatung | Zürich | Berufserfahrene In der Einheit Private Banking Key Clients beraten und betreuen wir unsere vermögendsten Kundinnen und Kunden mit spannenden und individuellen Bedürfnissen in den Segmenten Private Banking, Private Institutionals sowie Stiftungen. Deine Leidenschaft...
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Private banking assistentin/assistent
vor 3 Wochen
Zürich (Kreis 11), Schweiz Lombard Odier VollzeitA 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 CHF300 billion and operating from over 25 offices...
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Assistent:in Private Banking Expert
vor 2 Monaten
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Assistent:in Private Banking Expert
vor 1 Monat
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Assistent:in Private Banking Expert
vor 2 Wochen
Zürich, Zürich, Schweiz Zürcher Kantonalbank VollzeitAssistent:in Private Banking Expert (HNWI)80% - 100% | Vertrieb und Kundenberatung | Zürich | BerufserfahreneJetzt online bewerbenIn der Einheit Private Banking Key Clients beraten und betreuen wir unsere vermögendsten Kundinnen und Kunden mit spannenden und individuellen Bedürfnissen in den Segmenten Private Banking, Private Institutionals sowie...
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Private Banking Assistentin/Assistent
vor 3 Wochen
Zürich (Kreis 11), Schweiz Lombard Odier VollzeitA 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 CHF300 billion and operating from over 25 offices...
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Assistant Private Banking
vor 4 Wochen
Zürich (Kreis 11), Schweiz kessler.vogler gmbh VollzeitFor our client, a well-known Swiss private bank based in Zurich, we are looking for a committed assistant with professional experience in private banking.Responsibilities: - Provide an efficient administrative support to the Team Head - Order execution, payment executions & investment trading - Documentation and onboarding process of clients - Client...
