Senior Relationship Manager
vor 2 Wochen
FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGERPOSITION BASED IN LUGANO, TEAM WELCOMEDASSIGNMENT DESCRIPTION:
• Prospecting and acquiring new clients and new assets of U/HNWI private clients from Lugano• Advising both existing as well as new clients on all aspects of their financial needs• Closely monitoring the financial markets and the trends in the field of international wealth management• Define and execute a business plan based on the team's clientele and network of relationsREQUIRED PROFILE:
• Currently working in a bank, an EAM, a multi-family office or a financial institute• Minimum 5 years in a similar position• Currently managing and owning a portfolio of private clients• Long and successful track record in advising and looking after private clients• Very good knowledge of products, services, global compliance aspects and financial markets• Swiss National or valid C Permit• Teams specialized on specific markets are welcomed
-
Junior Relationship Manager
vor 2 Monaten
Lugano, Schweiz SYZ GROUP Vollzeit**Purpose of the role**: The Junior Relationship Manager will be working within the bank’s Wealth Management department in our Lugano office. We are looking for a person who is eager to develop herself into the role of a Relationship Manager but at the same time takes responsibilities as an assistant to the senior relationship managers in...
-
Associate Relationship Manager
vor 2 Monaten
Lugano, Schweiz Bank Julius Bär & Co. AG 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 role of an Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. The...
-
Associate Relationship Manager
vor 2 Wochen
Lugano, Tessin, Schweiz Bank Julius Bär & Co. AG 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 role of an Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. The...
-
Associate Relationship Manager
vor 2 Monaten
Lugano, Tessin, Schweiz Bank Julius Bär & Co. AG 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 role of an Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. The...
-
Junior Relationship Manager
Vor 7 Tagen
Lugano, Schweiz Adecco VollzeitSe ha un background bancario/finanziario e delle ottime competenze linguistiche, questo annuncio potrebbe essere interessante **Responsabilità** - Supporto proattivo ed efficiente ai relationship manager nell'attività quotidiana - Elaborazione preventiva e successiva delle richieste da parte dei clienti e garanzia della soddisfazione dei clienti -...
-
(Senior-) Relationship Manager
vor 3 Wochen
Lugano, Schweiz Zurich Insurance Company VollzeitDer Anlagebereich ist deine Leidenschaft und du weisst, wie man Know-how zu Finanzprodukten erfolgreich vermittelt? Finden wir in dir eine Macherpersönlichkeit, die sich in der Versicherungsbranche auskennt und unseren Agentur- und Brokerkanal massgeschneidert unterstützen kann? Dann sollten wir uns kennenlernen. Die Zurich Invest AG ist eine...
-
(Senior-) Relationship Manager
vor 2 Wochen
Lugano, Schweiz Zurich Insurance Company VollzeitDer Anlagebereich ist deine Leidenschaft und du weisst, wie man Know-how zu Finanzprodukten erfolgreich vermittelt? Finden wir in dir eine Macherpersönlichkeit, die sich in der Versicherungsbranche auskennt und unseren Agentur- und Brokerkanal massgeschneidert unterstützen kann? Dann sollten wir uns kennenlernen. Die Zurich Invest AG ist eine...
-
(Senior-) Relationship Manager
vor 3 Wochen
Lugano, Schweiz Zürich Versicherungs-Gesellschaft AG TeilzeitDer Anlagebereich ist deine Leidenschaft und du weisst, wie man Know-how zu Finanzprodukten erfolgreich vermittelt? Finden wir in dir eine Macherpersönlichkeit, die sich in der Versicherungsbranche auskennt und unseren Agentur- und Brokerkanal massgeschneidert unterstützen kann? Dann sollten wir uns kennenlernen. Die Zurich Invest AG ist eine...
-
(Senior-) Relationship Manager
vor 3 Wochen
Lugano, Schweiz Zurich Insurance Company Ltd. VollzeitDer Anlagebereich ist deine Leidenschaft und du weisst, wie man Know-how zu Finanzprodukten erfolgreich vermittelt? Finden wir in dir eine Macherpersönlichkeit, die sich in der Versicherungsbranche auskennt und unseren Agentur- und Brokerkanal massgeschneidert unterstützen kann? Dann sollten wir uns kennenlernen. Die Zurich Invest AG ist eine...
-
(Senior-) Relationship Manager
vor 2 Wochen
Lugano, Schweiz Zurich Insurance Company Ltd. VollzeitDer Anlagebereich ist deine Leidenschaft und du weisst, wie man Know-how zu Finanzprodukten erfolgreich vermittelt? Finden wir in dir eine Macherpersönlichkeit, die sich in der Versicherungsbranche auskennt und unseren Agentur- und Brokerkanal massgeschneidert unterstützen kann? Dann sollten wir uns kennenlernen. Die Zurich Invest AG ist eine...
-
(Senior-) Relationship Manager
vor 2 Wochen
Lugano, Schweiz Zürich Versicherungs-Gesellschaft AG TeilzeitDer Anlagebereich ist deine Leidenschaft und du weisst, wie man Know-how zu Finanzprodukten erfolgreich vermittelt? Finden wir in dir eine Macherpersönlichkeit, die sich in der Versicherungsbranche auskennt und unseren Agentur- und Brokerkanal massgeschneidert unterstützen kann? Dann sollten wir uns kennenlernen. Die Zurich Invest AG ist eine...
-
Assistant Relationship Manager
Vor 4 Tagen
Lugano, Schweiz SYZ GROUP VollzeitSupport a Relationship Manager and become their trusted client service officer. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who...
-
Relationship Manager Assistant Wealth Management
vor 1 Woche
Lugano, Schweiz Bank Vontobel Vollzeit-Bank Vontobel Lugano, Switzerland Posted 23 hours ago Permanent Competitive - Relationship Manager Assistant Wealth Management Lugano (80-100%)- At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global...
-
Relationship Manager Wealth Management
Vor 7 Tagen
Lugano, Schweiz BNP Paribas VollzeitRELATIONSHIP MANAGER WEALTH MANAGEMENT - ITALY INTERNATIONAL (JOB NUMBER: WM000068) **Relationship Manager Wealth Management - Italy International** This position will be based in Lugano a permanent contract basis. **Your mission**: Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client...
-
Relationship Manager Assistant Wealth Management
vor 2 Wochen
Lugano, Schweiz Vontobel VollzeitYour opportunity Proactively support the team in the management of their customer portfolio Manage independently the administrative tasks of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.) Assist the Relationship Managers in the organization of the client...
-
Assistant Relationship Manager Eam
Vor 7 Tagen
Lugano, Schweiz Credit Suisse VollzeitRelationship Management / Client Service Advisory Italian **We Offer** Pienamente integrati nel team, contribuite al raggiungimento dei suoi obiettivi e supportate attivamente il Relationship Manager nello svolgimento dei suoi compiti quotidiani, partecipando attivamente al monitoraggio e allo sviluppo dei rapporti con i gestori patrimoniali...
-
Relationship Manager East Europe/Latin America
Vor 7 Tagen
Lugano, Schweiz Mevelin AG VollzeitFor our client, an independent Swiss Asset Management Company with a FINMA license, we are looking for: Relationship Manager East Europe/Latin America (m/f/d) 100% Tasks Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships. Foster strong,...
-
Relationship Manager East Europe/Latin America
Vor 7 Tagen
Lugano, Schweiz Mevelin AG VollzeitFor our client, an independent Swiss Asset Management Company with a FINMA license, we are looking for: Relationship Manager East Europe/Latin America (m/f/d) 100% Tasks Leverage extensive market experience and in-depth knowledge of global financial markets and products to cultivate existing and establish new client relationships. Foster strong,...
-
Junior Relationship Manager
vor 2 Monaten
Lugano, Schweiz Manpower VollzeitFondata nel 1948 a Milwaukee, Wisconsin, USA, Manpower è una società internazionale leader nel settore delle risorse umane. Presente a livello mondiale in 75 paesi con oltre 3'000 filiali risponde ai bisogni dei suoi 400'000 clienti. Specialisti nel reclutamento e nella selezione di personale fisso e temporaneo in diversi settori dell'economia, siamo...
-
Junior Relationship Manager
vor 2 Monaten
Lugano, Schweiz Manpower VollzeitFondata nel 1948 a Milwaukee, Wisconsin, USA, Manpower è una società internazionale leader nel settore delle risorse umane. Presente a livello mondiale in 75 paesi con oltre 3'000 filiali risponde ai bisogni dei suoi 400'000 clienti. Specialisti nel reclutamento e nella selezione di personale fisso e temporaneo in diversi settori dell'economia, siamo...
