relationship manager assistant

Geneva, CH - Full-time - Unlimited **Your Role**: As Assistant Relationship Manager at Bank J. Safra Sarasin you will be an integral support partner to our Client Relationship Managers (CRMs) by actively assisting them in managing client relationships and by taking care of day-to-day client business. In addition, you will provide seamless client experiences...

A growing international Family Office based in Zug.brbrAssist with client onboarding processes and documentation collection.brSupport KYC, AML, FATCA and regulatory reviews.brMaintain accurate client records and ensure documentation is up to date.brLiaise with banks, external advisors, and service providers.brAssist with account opening and administrative...

You will join Crédit Agricole CIB Geneva as Relationship Manager Assistant.brYour concrete missions will be the following : brPrepare credit files and process credit request through the internal systemsbrFinancial analysis on clients' financialsbrTransverse tasks: various internal reportings, preparation of budget materials, market and client reviewsbrTo...

ppbYour responsibilities /b /p /pliAssurer le suivi administratif et opérationnel dun portefeuille de clients en étroite collaboration avec les Relationship Managers. /li liPréparer les rendez-vous clients, les revues de portefeuille ainsi que lensemble de la documentation nécessaire. /li liGérer les ouvertures de comptes, les revues KYC, les mises à...

For one of our clients, we are looking for a Senior Relationship Manager AThe experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.Senior Relationship Manager Assistant RUS / ENG 100% (m / f)For one of our clients, we are looking for a Senior Relationship Manager Assistant RUS / ENG in 100%...

Private Bank Salary: Undisclosed Zurich Our client, a prestigious private bank in Zurich, is seeking a highly motivated and detail-oriented Assistant Relationship Manager (ARM) to support their Private Banking team. This is a fantastic opportunity for a finance professional looking to develop their career within an esteemed institution that offers a...

Job Description A leading international trust and fiduciary services provider is seeking an Assistant Relationship Manager to support the administration of complex trust and corporate structures while delivering high-quality service to international private clients. Responsibilities Support Senior Relationship Managers in the administration of a portfolio...

pbA leading international trust and fiduciary services provider is seeking an Assistant Relationship Manager to support the administration of complex trust and corporate structures while delivering high-quality service to international private clients. /b /ppbResponsibilities /b /p liSupport Senior Relationship Managers in the administration of a portfolio...

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Pour un Asset Manager performant de la place genevoise, nous sommes à la recherche d’un Relationship Manager Votre rôle sera de développer la base de clientèle privée existante, tout en apportant votre propre réseau. Vos responsabilités : Vous reprenez et développez un portefeuille de clients existants et de prospects en vous appuyant sur...

Relationship Manager - Switzerland Location: Zurich  Reporting: Reporting to the Manager Portfolio Management Europe   We’re looking for a Relationship Manager to manage and grow a portfolio of SMB clients by delivering a service experience that blends human expertise with self-service capability.  This role is ideal for someone with 5+ years of...

We are recruiting a Relationship Manager, for an established Swiss financial services firm specialising in digital assets. They work with private and institutional clients, providing access to a broad range of crypto-related investment and financial solutions. They are looking for a commercially driven Relationship Manager who can develop new business,...

pPour un Asset Manager performant de la place genevoise, nous sommes àla recherche d’unbr/ /ppbRelationship Manager /bbr/ /ppVotre rôle sera de développer la base de clientèle privée existante, tout en apportant votre propre réseau.br/ /pbVos responsabilités : /bbr/liVous reprenez et développez un portefeuille de clients existants et de prospects...

ph3Relationship Manager – Private Banking /h3 pOur client, one of the largest European banks having their WM operations in Geneva and Zurich, is looking for a Relationship Manager to join the team in Geneva. /p h3Position Summary: /h3 pWe are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva. The successful candidate...

pHai una formazione conclusa in ambito economico finanziario? Hai già lavorato nel ruolo di relationship manager? Ti piacerebbe continuare a farlo presso una piccola realtà privata svizzera?brSe hai risposto di sì, questo annuncio potrebbe interessarti! /p pbr/pbr/br/pbResponsabilità /b /pulliObiettivo di consolidare e accrescere il proprio...

pAmicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. /p pThe company is registered in Zurich in 2016 and controlled by its management. /p pAmicum Capital helps its clients to: /p ul limanage financial investments deposited at leading Swiss banks; /li lifinance...

A privately owned leading Wealth Management solutions firm operating as a true fiduciary with a legacy spanning over 50 years in private banking, across continental Europe is opening a Client Relationship Manager role in Zurich, SwitzerlandThe firm offers a complete spectrum of services tailored to its clientele and enjoys a  significant international...

Sales & Relationship Manager At swissQuant, we offer a unique opportunity for a high-performing Sales & Relationship Manager to drive growth across our Capital Markets and Wealth Management solutions. We are looking for a true hunter with a strong track record in enterprise SaaS sales within financial services, combined with solid knowledge...

Pour l'un de nos client, une société de gestion de fortune indépendante basée à Genève, nous recherchons un(e): Gestionnaire de Fortune Senior Votre rôle sera de développer une clientèle privée, en vous appuyant sur la qualité du service et des solutions offertes de cet établissement, afin de pouvoir apporter une...

Do you want an entrepreneurial role with significant scope to create value? Do you have a genuine passion for client acquisition and desire to work with a strong team to consistently build up new business?Swiss institutional clients, with roots since 1990, are Vontobel Asset Management’s largest segment at CHF 25bn AUM. To capture further growth and...