assistentinassistent private banking

About the Role In 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...

Die Alpha RHEINTAL Bank AG ist mit ihren 7 Geschäftsstellen und über 100 Mitarbeitenden gut etabliert und als innovative, kundenorientierte Bank bekannt.Interessierst du dich für eine anspruchsvolle Aufgabe im Finanzgeschäft und möchtest gerne Führungsverantwortung übernehmen? Zusammen mit deinem Team begleitest du unsere Kundinnen und Kunden...

Segmentsmanager/in Private Banking   80% - 100%   per sofort Bei der Zuger Kantonalbank zählen Mut, Leistungsbereitschaft und Engagement. Wir suchen Persönlichkeiten, die Verantwortung übernehmen und gemeinsam mit uns ambitionierte Ziele verwirklichen. Als führendes Finanzinstitut im Kanton Zug bieten wir ein dynamisches Umfeld mit...

ppConfidential mandate through James Partners /ppJames Partners has been mandated to discreetly identify a Executive Director for an established independent Swiss private banking group. /ppThis is a confidential opportunity for a proven relationship manager with a portable client base, a strong track record in private banking, and the credibility to...

Job Description Compliance Officer  Pour notre client, une banque privée à Genève, nous recherchons un Compliance Officer. Vous aurez la possibilité d’évoluer au sein d’une équipe dynamique et polyvalente dans un établissement bancaire de taille humaine et d’envergure internationale. Objectif du poste : Assurer la conformité de la Banque...

a Private Bank.brbrSupport Relationship Managers in the daily management of client portfoliosbrPrepare and follow up on account openings (KYC/AML documentation)brMonitor and process client transactions (payments, transfers, securities orders)brMaintain and update client documentation and recordsbrAct as a point of contact for client requests (emails and...

pBCV – Banque Cantonale Vaudoise recherche un Responsable du secteur Conseil Private Banking à Lausanne pour piloter l’offre Active Advisory et accompagner la croissance de la gestion de fortune. /ppVous dirigerez une équipe dédiée, renforcerez le conseil en portefeuille et collaborerez étroitement avec les équipes Politique d’Investissement et...

Eine Firma im Bereich Vermögensverwaltung sucht eine motivierte Assistenz im Private Banking – Office Manager:in (m/w/d) in Wil SG. Zu den Aufgaben gehören allgemeine administrative Tätigkeiten, Kundenbetreuung und Unterstützung des Kundenberaters. Ein proaktives Vorgehen und hohe Serviceorientierung sind erforderlich. Das Unternehmen bietet ein...

# Head of Private Banking DevelopmentSwiss Onshore, Commercial Client Conversion · GenevaApply / Submit CVSpeak with a RecruiterBase SalaryCHF 200K – 280Kbase · uncapped variable indexed to personal and team production · no capPortable BookNo book requiredInternal client base provided, conversion role, not a portable book...

DescriptionJOB SUMMARYThe Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international customer...

In der Einheit Private Banking Key Clients betreuen und begleiten wir unsere vermögendsten Kundinnen und Kunden ab einem Vermögen von CHF 5 Mio. Wir beraten sie strategisch und ganzheitlich unter Berücksichtigung ihrer spannenden und individuellen Bedürfnisse. Unsere Assistenten-Teams leisten mit dem Engagement zur Erfüllung aller Kundenbedürfnisse...

Start Date: February 2024 Duration: 2 Months, with the possibility of an extension Location: Zurich, hybrid Utilization: 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...

Helvetia Schweiz in der Region Solothurn sucht eine erfahrene Private Banking Beraterin/ Berater (80–100%). Sie betreuen das Anlageportfolio unserer Privatkunden und beraten ganzheitlich, um Vertrauen durch individuelle Finanzlösungen aufzubauen.Sie analysieren Bedürfnisse, arbeiten eng mit internen Spezialistinnen zusammen und entwickeln Anlage-,...

Be the First to Apply Job Description JOB SUMMARY The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and...

Responsable régional Private Banking - Broye Description de poste Postuler Responsable régional Private Banking - BroyeEt si votre histoire professionnelle se poursuivait à la BCV?Mettez vos ambitions managériales au service d’une performance saine et durable en rejoignant la première banque universelle du canton de Vaud, l’une des banques les plus...

Confidential mandate through James & PartnersJames & Partners has been mandated to discreetly identify a Executive Director for an established independent Swiss private banking group.This is a confidential opportunity for a proven relationship manager with a portable client base, a strong track record in private banking, and the credibility to operate with...

coni + partner, established 1993, is a consultancy company with headquarter in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is an...

Job Description JOB SUMMARY The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international...

First Abu Dhabi Bank (FAB) in Geneva seeks a Relationship Manager for Private Banking to develop business with UHNWIs and HNWIs across onshore and offshore centers, delivering bespoke investment solutions and high-touch client service.The role emphasizes building cross-border relationships, expanding wallet share, and collaborating with product and marketing...

pStartup Talent seeks a Client Relationship Manager in Zurich to lead as the primary contact for select clients, developing bespoke wealth strategies with internal experts. You will ensure compliant onboarding, ongoing relationship management, and proactive advisory aligned to client goals. /ppThe role emphasizes discretion, regulatory adherence, and...