relationship manager assistant

Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for...

pMirabaud in Geneva is seeking an experienced assistant to support wealth management teams. The role focuses on prospect onboarding, data updates, reporting, client visit preparation, and meetings organization. /ppYou will support RMs with central registry, KYC/AML compliance, cash management, transfers, and payment orders while ensuring regulatory policies...

pPour l’un de nos clients, une banque privée de la place, nous recherchons un-e Assistant-e de gestion. /ppDans ce rôle vous assisterez le Gérant Senior dans sa mission pour couvrir plusieurs marchés européens et la Suisse, par l’exécution des tâches journalières ainsi que d’activités occasionnelles afin de le seconder dans les démarches...

Pour l’un de nos clients, une banque privée de la place, nous recherchons un-e Assistant-e de gestion.Dans ce rôle vous assisterez le Gérant Senior dans sa mission pour couvrir plusieurs marchés européens et la Suisse, par l’exécution des tâches journalières ainsi que d’activités occasionnelles afin de le seconder dans les démarches...

ullibMission /b /li /ulpAssist the relationship manager(s) in opening new relationships and serving clients, in compliance withbr/the Bank’s internal regulations and guidelines within our Wealth Management division. /pullibMain responsibilities /b /liliPrepare the necessary documentation for client meetings and business trips for relationship managers...

pWe are currently looking for an Assistant Relationship Manager to join one of our clients, a Multi-Family Office based in Geneva. /p /brpWe are looking for an experienced profile with a strong background in Private Banking or Family Office environments, excellent organizational skills and a client-oriented mindset. /p /brpThe successful candidate will join...

Contract Type Permanent Job Description Mission Assist the relationship manager(s) in opening new relationships and serving clients, in compliance withthe Bank’s internal regulations and guidelines within the Hispanic Markets. Main responsibilities Prepare the necessary documentation for client meetings and business trips for relationship managers Handle...

MissionAssist the relationship manager(s) in opening new relationships and serving clients, in compliance withthe Bank’s internal regulations and guidelines within our Wealth Management division.Main responsibilitiesPrepare the necessary documentation for client meetings and business trips for relationship managersHandle and monitor stock exchange orders,...

MissionDevelop and build the Bank's client portfolio and manage all risk aspects of the financed transactions. Be able to operate in an autonomous manner internally and externally, producing high quality work and delivering appropriately structured transactions with limited need for guidance and supervision.Tasks and responsibilitiesClient acquisition and...

pFounded in April 2018 and headquartered in Zug, AMINA Bank is a pioneer in the financial industry. In August 2019, AMINA received a Swiss banking and securities dealer license from FINMA. The broad, vertically integrated spectrum of services, combined with the highest security standards, make AMINA’s value proposition unique. /ppAMINA operates globally...

pChez Swisseon, vous développez votre activité avec un haut niveau d’autonomie et un modèle aligné avec votre performance : /p ul liIdentification, acquisition et développement de clients HNW/UHNW /li liGénération durable de Net New Assets (NNA) et croissance des AuM /li liAugmentation du wallet share et optimisation de la rentabilité du...

Our 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. Position Summary: We are seeking an experienced Relationship Manager to join our Wealth Management team in Geneva. The successful candidate will be responsible for developing and managing a portfolio...

(Senior) Relationship Manager (m/w/d) (Senior) Relationship Manager (m/w/d) Gemeinsam für heute, morgen und die nächste Generation.(Senior) Relationship Manager (m/w/d) 80 - 100% / Private Banking / Zürich / Fokus Schweizer, Deutsche und Internationale KundenIm Private Banking betreuen wir vermögende und anspruchsvolle Privatpersonen, Familien,...

Founded in April 2018 and headquartered in Zug, AMINA Bank is a pioneer in the financial industry. In August 2019, AMINA received a Swiss banking and securities dealer license from FINMA. The broad, vertically integrated spectrum of services, combined with the highest security standards, make AMINA’s value proposition unique.AMINA operates globally from...

Amicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. The company is registered in Zurich in 2016 and controlled by its management. Amicum Capital helps its clients to: manage financial investments deposited at leading Swiss banks; finance large purchases (private...

Company Description Sussland Group of Companies serves individuals for all matters related to their wealth. Role Description This is a full-time on-site role for a Client Relationship Manager at Sussland Group of Companies in Geneva, Lausanne, Bern or Zurich. The role involves managing client portfolios, building strong client relationships, understanding...

We are currently looking for an Assistant Relationship Manager to join one of our clients, a Multi-Family Office based in Geneva.We are looking for an experienced profile with a strong background in Private Banking or Family Office environments, excellent organizational skills and a client-oriented mindset.The successful candidate will join the Front Office...

pSchroders in Switzerland is a renowned Financial Institution with around 300 employees located in Zurich and Geneva. For our private clients we provide tailor‑made investment solutions and complementary financial services. /ppWe invest in a broad range of asset classes across equities, fixed income, multi‑asset and alternatives. We also specialise in...

China Construction Bank Corporation – Schweizer Niederlassung Zürich sucht eine/n hochmotivierte/n Assistent/in für Relationship Management bei Finanzinstituten. Sie unterstützen Beziehungsaufbau, Terminkoordination, Kundenevents, Datenanalyse und KYC-/AML-Aufgaben am Standort Zürich.Sie verfügen über einen Bachelor-Abschluss in Finanzen/BWL/VWL und...

Schroders in Switzerland is a renowned Financial Institution with around 300 employees located in Zurich and Geneva. For our private clients we provide tailor‑made investment solutions and complementary financial services.We invest in a broad range of asset classes across equities, fixed income, multi‑asset and alternatives. We also specialise in...