Relationship Manager - EAM/institutional Desk 100%
Michael Page Suisse
Das Unternehmen ist ein spezialisierter Anbieter im Asset Management mit Fokus auf die Betreuung von EAMs und institutionelle Kunden in der Deutschschweiz. Es bietet innovative Investmentprodukte an seine Kunden. Unterstützung der Senior Relationship Manager in der Betreuung von External Asset Managern (EAMs) sowie institutionellen Kunden in der Deutschschweiz Aufbau und Pflege von langfristigen Kundenbeziehungen Vorbereitung und Teilnahme an Kundenterminen sowie Follow-ups Mitarbeit bei der Erstellung von Präsentationen, Reportings und Anlagevorschlägen Koordination mit internen Abteilungen (Portfolio Management, Produktmanagement, Compliance) Schrittweise Übernahme eigener Kundenverantwortung Innovative Investitionsangebote Tätigkeit in der gesamten Deutschschweiz Mindestens 2 Jahre relevante Berufserfahrung in der Betreuung institutioneller Kunden oder EAMs in der Deutschschweiz Erste Kenntnisse im Asset Management sowie Verständnis für Anlageprodukte und -prozesse Bestehendes, wenn auch kleines, Netzwerk im institutionellen Umfeld von Vorteil Hohe Lernbereitschaft sowie Motivation, sich zum Relationship Manager weiterzuentwickeln Kommunikationsstarke, zuverlässige und teamorientierte Persönlichkeit Fliessende Deutsch- und gute Englischkenntnisse Strukturierte Einarbeitung sowie enge Zusammenarbeit mit erfahrenen Senior Relationship Managern Klare Entwicklungsperspektive hin zu einer eigenständigen Kundenbetreuung Dynamisches und professionelles Arbeitsumfeld in einem wachsenden Asset Manager Attraktive Anstellungsbedingungen und moderne Arbeitskultur.
- ...Unternehmen ist ein spezialisierter Anbieter im Asset Management mit Fokus auf die Betreuung von External Asset Managern (EAMs) und Family Offices sowie auf Anlagelösungen. Es... ...Offices Aktive Akquisition neuer Kunden im EAM- und Family-Office-Segment Aufbau und Pflege...Empfohlen
- ...JOB DESCRIPTION - Develop and manage a portfolio of HNW/UHNW clients , primarily from the Middle East region - Provide bespoke investment and wealth planning solutions in line with the clients’ objectives, risk profile, and financial goals - Identify and onboard...Empfohlen
- ...tailor-made solutions and services to your customers, constantly seeking their satisfaction; - You build a trusting and lasting relationship with your clients; - You contribute to the development of profitability and the evolution of your bank's value proposition....Empfohlen
- ...JOB DESCRIPTION Develop and manage own portfolio of high-net-worth and ultra-high-net-worth clients, primarily based in Romania. Build strong, trust-based relationships by understanding clients’ financial needs and objectives. Provide tailored investment advice...Empfohlen
- ...HNWI/UHNWI, family offices and institutional investors. The business is positioned... ...and network development Manage and deepen existing client relationships with a long-term, advisory approach... ...performance Proven experience in a Relationship Manager, Sales or Distribution...Empfohlen
- ...client is a Swiss-based wealth management platform designed for entrepreneurial Relationship Managers. The firm offers institutional-grade custody, execution,... ...international markets Manage and advise HNW and UHNW clients... ...onboarding processes 100% remote work possible with...Remote job
- Notre client est un beau Wealth & Asset Manager bien implanté en Suisse et sur l'ensemble des autres places financières internationales.... ...la confidentialité. Notre client offre un contrat permanent à 100% au sein d'un environnement de travail en forte croissance,...Remote job
- ...des requêtes clients au quotidien ; Cash management, virements, transferts ; Suivi des... ...significative au sein d'une fonction similaire de Relationship Manager / Account Manager / Gestionnaire de... ...client offre un contrat permanent à 100% au sein d'un environnement de travail...Unternehmer
- ...boutique approach to wealth management. Renowned for serving sophisticated... ...of a well-capitalized institution with the agility of a lean... ...office role combines leadership, relationship management, and business... ...Responsibilities: Manage and grow a portfolio of high...UnternehmerFestanstellung
- ...relation de proximité avec une clientèle privée exigeante. Dans le cadre de son développement, nous recherchons un(e) Senior Relationship Manager / Wealth Manager souhaitant évoluer dans un environnement entrepreneurial offrant une grande autonomie et une réelle...Remote job
- ...poste : Dans le cadre du renforcement des équipes d'un de nos clients basé à Genève, nous recherchons un(e) Assistant(e) Relationship Manager turcophone (H/F). - Accompagner les chargés de clientèle dans la gestion quotidienne d'un portefeuille clients. - Assurer...Vollzeit
- ...aisance relationnelle & professionnel(le) ; Discrétion et sens de la confidentialité ; Résidence suisse idéalement. What's on Offer: Notre client offre un contrat permanent à 100% au sein d'un environnement de travail bien établi, de qualité et à taille humaine....
- ...entreprise de taille moyenne, reconnue dans le domaine de l'Asset Management. Cette organisation met l'accent sur l'excellence... ...résolvant leurs problèmes. Opportunité chez l'un des top Asset Managers de Suisse Entreprise en croissance et conditions de travail attractives...
- ...Bank’s Wealth Management business is one... ...wealth managers worldwide. We... ...beneficial client relationships. As a growth business... ...You as a Relationship Manager are the... ...Family Office and institutional investors.... ...basis Plan and manage resources (... ..., standing desks, and promote healthier...VollzeitUnternehmer
- ...Position Overview Relationship Manager, Director (Mexico) For over 150 years, our dedication... ...experience. Responsibilities Develop, manage and maintain overall relationship with... ...We offer online yoga classes, standing desks, and promote healthier ways of working...Vollzeit
- ...well-established Wealth & Asset Management company in Geneva /... ...Integration in the structure ; Client Relationship Management : Maintaining good... ...GER / ENG Wealth & Asset Manager Diploma in Finance, Economics... .... Our client offers a 100% permanent contract within a...Remote job
- ...Assistant Relationship Manager – Private Banking Geneva An established international private bank is looking to hire an experienced Assistant... ...follow‑up across asset classes Coordinate with trading desks and internal stakeholders Support investment‑related...
- Your responsibilities You are successfully managing the smooth transfer of your existing customer book from the Emirates to Switzerland and will simultaneously develop your portfolio of wealthy customers across different markets. Your identity You are a seasoned...
- ...independent, transparent and high-quality wealth management advice. The organisation combines deep... ...as they develop their own client relationships. This is an environment designed for... .... Coordinate investment proposals, manager selection processes and implementation...TeilzeitarbeitUnternehmerFlexible Arbeitszeit
- ...are currently seeking a temporary Office Manager from 24 August to 15 October 2026. Key Responsibilities: Front desk reception and visitor welcoming Switchboard... ...support Able to work independently and manage multiple tasks Pleasant, flexible, and...Temporär
- ...4 people, working closely with the team manager and key internal stakeholders. Key Responsibilities... ...) and due diligence questionnaires for institutional clients Draft clear, compelling and... ..., Risk, Compliance, Operations) Manage multiple projects simultaneously while...TemporärSoforteinstellung
- ...peopleCoordinate action points with relevant players / EAMs, ensuring the timely delivery of... ...as an entry point dealing with EAM’s and front needsBusiness model & projectsPropose... ...to be followedParticipation to the management of projects : coordinate, analyse, propose...
- ...JOB DESCRIPTION - Originate, acquire, and retain UHNW/HNW clients; grow AUM and revenues against targets; - Act as lead Relationship Manager, coordinating multi-booking-center coverage; - Build bespoke wealth plans spanning investments, lending, and estate/wealth...
- ...JOB DESCRIPTION Client Relationship Management, Client Acquisition & Retention : Develop and manage a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) from Spain and Spanish-speaking regions. Build and maintain long...Temporär
- ...niveau national et international. Pour en savoir plus sur notre institution, prenez quelques minutes pour consulter notre rétrospective... ...le support utilisateurs et utilisatrices à travers le service Desk et les équipes de dépannage. Description du poste : Vous...
- ...tailor-made solutions and services to your customers, constantly seeking their satisfaction, - You build a trusting and lasting relationship with your clients, - You contribute to the development of profitability and the evolution of your bank's value proposition....
- ...are looking for a Global Market Access - Desk Specialist based in Geneva :MissionThe... ...with our clients, you will foster trusted relationships by doing all this to a high level of... ...based in Geneva, the Desk Specialist will manage daily communication and requests from Execution...
- ...Manpower Pour notre client basé à Genève, nous recherchons activement un-e Office manager à 100% Votre mission : -Accueil téléphonique : filtrer, transférer les appels et prise de messages -Gérer les rendez-vous dans le calendrier général -Organiser les...
- Business Risk Management - Transactions Monitoring International private... ...in a wealth management institution in operational transactional... ...Ability to prioritize tasks, manage multiple deadlines, and collaborate... ...Offer: Our client offers a 100% temporary contract within an...Temporär
- ...Relationship Managers / Équipes établies (Suisse) Nous accompagnons actuellement une banque , reconnue pour son positionnement entrepreneurial... ...ambitieuse en Suisse Profil recherché Relationship Manager senior avec book solide et transférable Expérience confirmée...
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