relationship manager assistant

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...

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%...

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...

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...

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...

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...

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...

Notre client est une entreprise de taille moyenne, reconnue dans le domaine de l'Asset Management. Cette organisation met l'accent sur l'excellence opérationnelle et l'accompagnement personnalisé de ses clients, tout en respectant les normes les plus élevées du secteur.brVous aurez les responsabilités suivantes :brGérer un portefeuille de clients...

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...

Our client is a well established trust fiduciary company in Switzerland and other international financial places.brbrSupporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties;brMaintaining statutory records for trusts and companies, including document execution, file...

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...

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,...

None

Assistant to Relationship Manager(80-100%) m/f/d, ZurichMarcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for clients with complex financial needs.If you are experienced and passionate about what you do and if you’re looking for a...

pstrongSwiss AviationSoftware is a 100% subsidiary of Lufthansa Technik, and along with our partners in the Digital Tech Ops Ecosystem, leads the digital transformation of the aviation industry in technical asset operation. As the developer of the world's leading software AMOS, Swiss-AS manages successfully maintenance, engineering and logistics requirements...

pA 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, Switzerlandbr/ /ppbr/ /ppThe firm offers a complete spectrum of services tailored to its clientele and enjoys a  significant...

Pour l'un de nos client, une société de gestion de fortune indépendante basée à Genève, nous recherchons un(e):br/bGestionnaire de Fortune Senior /bbr/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 plus-value de gestion à...