Junior Relationship Manager Affluent Desk
BBVA
Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. At BBVA we are leading the transformation of banking worldwide, united in pursuing our goal of supporting your drive to go further. Firmly focused on the future, our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Building on 160 years of history we know the importance of constant development, which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel. For over 50 years, BBVA in Switzerland has been helping clients manage their wealth with a global outlook, Swiss precision, and a philosophy that blends tradition with innovation. From Zurich to the world, we provide tailored solutions for those who value both strategy and trust. Yet, our greatest strength lies in our people: an international, diverse, and highly skilled team that combines financial expertise with a digital mindset and innovative spirit. Continuous learning, cross-cultural collaboration, and career growth that makes a real impact in our clients' lives drive everything we do, shaping both the way we work and the opportunities we create for our team. Joining BBVA in Switzerland means being part of a global bank, working on pioneering projects in private and digital banking, and growing within a culture that listens, evolves, and strives to make a difference. BBVA is a Spanish bank with its Swiss offices located in Zürich. About the job: Main Objective (Job Purpose):
- RM: Follow up of the relationship with the client.
- Preparation of investment portfolios and rebalancing of portfolios according with the client's investment profile.
- Management of administrative work.
- Obtaining documentation according to regulation.
- Management and development of client portfolios.
- Preparation of investment portfolios and proposals as well as their presentation to clients.
- Attendance at investment fund presentations and regular markets committees.
- Follow up of the portfolio's composition and rebalancing the portfolios.
- Sending investment tactical ideas to the clients and monitoring that they are implemented.
- Assurance of compliance with local regulations.
- Exceptional business trips previous authorization.
- Participation in testing of new application and updates - when required.
- Management of administrative work of client portfolios.
- Revision of reports (overdrafts, maturities, corporate actions, etc.).
- Orders execution and customer control (payment of orders operations, clarifications, etc.). Renewal/application of Risk operations: credit lines, loans, guarantees, credit cards.
- Commercial follow-up and special campaigns in the area of her/his portfolio.
- Management and information of corporate actions that affect her/his portfolio.
- Updating customers information.
- Management of account closure and openings.
- Administrative tasks in account opening and closing process.
- Executing transactions and carrying out follow-up's on investments.
- Processing operating instructions from clients.
- Master Degree in Banking or Finance or equivalent. EFPA would be an advantage.
- At least 4 years of relevant experience in Private Banking industry.
- Willingness and ability to work against deadlines with the highest degree of accuracy.
- Combine persuasive social and problem solving skills with a high service orientation, discipline and high quality mind-set.
- Highly self-motivated, open-minded, quick learner.
- Excellent time management.
- Reliable team player with sense of responsibility and the ability to adapt to changing demands.
- Ability to work efficiently under pressure and multiple priorities.
- Proficient knowledge of the MS Office package (especially excel).
- Fluent in Spanish and English, (other languages are a plus).
Die Stellenanzeige wurde vor Vor 8 Stunden veröffentlicht
Ähnliche Jobs, die für Sie interessant sein könntenBasierend auf das Stellenangebot Junior Relationship Manager Affluent Desk in Zürich ZH
- ...Privatbanking-Umfeld 5+ Jahre Erfahrung im Private Banking oder Wealth Management Bereits vorhandenes Netzwerk von vermögenden Privatkund:innen... ...Anstellungsbedingungen mit leistungsbezogenen Komponenten Langfristige Entwicklungsperspektiven im Relationship Management .Junior
- ...JOB DESCRIPTION - Develop and manage a portfolio of HNW/UHNW clients, primarily from Poland, and ensure proactive and quality follow... ...acquisition of new clients; - Build trusting and lasting relationship with your clients; - Contribute to the development of profitability...Empfohlen
- ...Zurich, our External Asset Management (EAM) firm provides independent... .... Job Description: Manage and expand a portfolio of European... .... Develop long-term relationships based on trust, professionalism... ...: Proven experience as a Relationship Manager, Private Banker, or...Empfohlen
- ...independent External Asset Manager (EAM) based in Zurich, providing... ...advice, long-term client relationships, high service quality, and access... ..., and provide long-term relationship management to high-net-worth... ...with the investment team Manage the full client onboarding...Empfohlen
- ...responsibilities In this role, you will directly support a Senior Relationship Manager with high-net-worth clients while mastering the sophisticated asset management philosophy. Whether you are an ambitious Junior Relationship Manager or a high-achieving finance graduate: an...Junior
- ...includes payment and cash management, cash clearing... ...GTB framework, the GTB Junior Sales contributes to the... ...implications addressing to other desk’s colleagues specific... ...and directly manage simple client business... ...action plan), GTPS annual relationship reviews, business...JuniorLehrstelle
Société Générale Corporate Investment Banking
Zürich ZHvor 2 Monaten - ...sowie bei internationalen Kundenkontakten Unternehmerisches Handeln Internationale Kundschaft Mehrjährige Erfahrung als Relationship Manager / Kundenberater im Wealth Management, Private Banking oder bei einem EAM Nachweisbare Erfahrung in der Akquisition und...
- ...a Zurich-based independent External Asset Manager specializing in the management and advisory... ...investment and operational platform, enabling Relationship Managers to grow their business with strong institutional support. Manage and develop an existing portfolio of HNWI-/...
- ...Finanzierung, Vorsorge- und Nachfolgeplanung. Die Bank verfügt über ein etabliertes Netzwerk im deutschsprachigen Raum und bietet Relationship Manager:innen eine professionelle Plattform, um vermögende Kund:innen langfristig und umfassend zu begleiten. Ganzheitliche...Unternehmer
- ...Akquisitionsstarke Top Banker, die sich über langjährige praktische Erfahrung mit Kunden in diesem Marktsegment ausweisen können (E&E oder UHNWI Desk einer schweizerischen oder internationalen Universalbank) und hervorragend in der Schweiz vernetzt sind. Gereifte Persönlichkeiten,...
- ...Geschäftsmöglichkeiten im polnischen Markt Unternehmerische Freiheit Hoher Revenue Share Mehrjährige erfolgreiche Erfahrung als Relationship Manager, Private Banker oder Kundenberater im Wealth Management Nachweisbare Betreuung und/oder Akquisition von vermögenden...Unternehmer
- ...Switzerland. Our IT team is looking for you! The Business Relationship Manager (BRM) plays a key role in partnering with the lines of... ...with assigned line of business strategy. • Establish and manage key stakeholder relationships and manage expectations. •...Temporär
- ...Relationship Manager Key Clients (m/w/d) 80% - 100% | Vertrieb und Kundenberatung | Zürich | Berufserfahrene Nutze die Chance, gemeinsam mit uns in einer stärkenbasierten Führungskultur erfolgreich zu sein. Für unser Private Banking Key Clients Team suchen...Festanstellung
- ...Research strategy to make trading and investment decisions Manage a portfolio of capital within the allocated risk limit as directed... ...risk management strategies Develop, maintain and reinforce relationships with external banks and brokers Assist the Investor...
LMR Partners AG
Zürich ZHVor 27 Tagen - ...established Zurich-based External Asset Manager (EAM) serves high-net-worth... .... Assume responsibility for, manage, and strategically develop an... ...Build long-term, trusted client relationships through a holistic advisory and relationship management approach. Develop tailored...
- ...Transformational Technology Program Management Design and... ...quality assurance to managers and consultants.... ...Anticipate, identify and manage risks within... ...maintain productive working relationships with senior clients’ personnel... ...and develop more junior colleagues. Customer...
EY
Zürich ZHVor 16 Tagen - ...Schrift Weitere Auskünfte und Bewerbung Bitte sende deine Bewerbung per E-Mail an Michael Welte, Verantwortlicher IT Service Management. Er steht dir auch bei allfälligen Fragen gerne zur Verfügung. ****@*****.*** Wir freuen uns auf deine Bewerbung...JuniorAzubi Stelle
USZ
Zürich ZHVor 3 Tagen - ...adventure awaits As a Manager or Senior Manager in... ...develop trusted client relationships, and coach high-performing... ...transformation programs. Manage project teams and coach junior colleagues to deliver... ..., including client relationship management, proposal development...
EY
Zürich ZHVor 16 Tagen - Du entfaltest Wirkung. Durch Machen und Gestalten. Dein Beitrag in unserem Team Du bist eine initiative und begeisterungsfähige Persönlichkeit und möchtest anspruchsvolle Projekte im Bereich Tages- und Kunstlicht vom Entwurf bis zur Realisierung mitgestalten. Du ...Junior
EBP Schweiz AG
Zürich ZHVor 29 Tagen - ...embedded in an international setting. You leverage your existing relationships in the Expatriates space for the benefit of your new employer... ...potential of your clientele via active cross-selling. You manage to turn opportunities into lucrative business. Your prospects...
CHF 400 pro Tag
...Service Desk Engineer (1st Level Support) – Contract Position – HIRING ASAP Location... ...and expansion of our knowledge management database by recording relevant articles.... ...Hardware know-how: Notebooks, printers - Junior - up to 3 years of experience Entra ID...Remote jobSoforteinstellungSchichtarbeit- ...As a Global CRM Insight Junior Manager, you will get a chance to work in a rewarding role within a diverse team that is pushing boundaries... ...Crystal Business forms the Swarovski Group. A responsible relationship with people and the planet is part of Swarovski's heritage....Junior
- ...reduce carbon and replace cars. Could you be the Junior Product Cost Manager (f/m/d) 80-100% in Zürich - CH we’re looking for?... ...forward. No two days are the same, but day-to-day you’ll manage costing schedules, enable those around you to excel, and much...Junior
- ...continuous Global Brand tracking study and Relationship NPS studies that inform decision making... ...local markets, as well as regional management and other Group functions, this role will... ...insights across the business. Manage external research agencies and budgets....TemporärVollzeitRemote job
- ...Ihre Aufgaben Sicherstellung und Optimierung der Dienstleistungs- und Produkteangebote für die Bereiche Front Desk und Operator Sie verstehen sich als Gastgeber und gewährleisten höchstmögliche Gästezufriedenheit gemeinsam mit dem Team Ein herausragendes An-...VollzeitFestanstellung
- ...timeless elegance, we're ready for you. We're looking for a Junior E- Commerce Campaign Manager to coordinate and optimize campaigns, promotions, and... ...may include but are not limited to the following: Manage the setup and coordination of promotional activities by...JuniorRemote job
- ...Relationship Manager Germany, ohne BC 100% (m/w/d) Was ist meine Funktion? Als Relationship Manager betreuen Sie Ihre Kunden in vielen Anlage- und Finanzfragen. Sie sind zuständig für den Aufbau und für die Pflege von Beziehungen zu Privatkunden aus Deutschland...
- ...Betriebs und der Verfügbarkeit der Kernapplikationen Mitverantwortung für das Application-Lifecycle-, Test-, Change- und Release-Management Analyse und Bewertung fachlicher Anforderungen sowie deren Übersetzung in technische Konzepte Parametrisierung und...
Eidgenössische Finanzmarktaufsicht FINMA
Zürich ZHVor 3 Tagen - Über Salonkee Wir bei Salonkee machen das Leben von Saloninhaber:innen einfacher. Mit unserer Software können Termine, Kunden und die Kasse kinderleicht organisiert werden. Wir wachsen schnell und suchen Menschen, die mit uns die Beauty-Branche aufmischen wollen -...JuniorAußendienstFlexible Arbeitszeit
- Unternehmensbeschreibung Brainlab wurde vor mehr als 35 Jahren in München gegründet und digitalisiert medizinische Abläufe von der Diagnose bis zur Therapie, um Ärzt:innen und Patient:innen bessere Behandlungsmöglichkeiten zu bieten. Das innovative Ökosystem von Brainlab...JuniorSelbständige TätigkeitHomeofficeFlexible Arbeitszeit
Wollen Sie mehr Stellenangebote erhalten?
Abonnieren Sie und erhalten Sie ähnliche Stellenangebote wie Junior Relationship Manager Affluent Desk. Seien Sie der Erste, der sich bewirbt!
Ähnliche Suchanfragen
- junior relationship manager Zürich ZH
- client manager for private banking in middle east Zürich ZH
- assistant relationship manager Zürich ZH
- engagement officer Zürich ZH
- engagement manager Zürich ZH
- customer relationship manager Zürich ZH
- client executive Zürich ZH
- family office relationship manager Zürich ZH
- patient relation manager Zürich ZH
- senior relationship manager Zürich ZH