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- ...Uncaped Bonus About Our Client: Based in Zurich, our External Asset Management (EAM) firm provides... .... Job Description: Manage and expand a portfolio... ...Develop long-term relationships based on trust, professionalism... ...experience as a Relationship Manager, Private Banker...Empfohlen
- ...Asian UHNWI/HNWI About Our Client: An independent External Asset Manager (EAM) based in Zurich,... ..., long-term client relationships, high service quality,... ...and provide long-term relationship management to high-net-... ...the investment team Manage the full client onboarding...Empfohlen
CHF 6300 - CHF 7800 pro Monat
...remote setting. ~Previous experience in business operations, customer operations, administration, sales support, ERP, CRM, or data management is beneficial. Comprehensive training and onboarding are provided for the right candidate. Language Requirements ~...EmpfohlenVollzeitRemote jobFlexible Arbeitszeit- Our client is a Swiss-based wealth management platform designed for entrepreneurial Relationship Managers. The firm offers institutional-grade custody, execution, and regulatory infrastructure... ...book across international markets Manage and advise HNW and UHNW clients with a...EmpfohlenRemote job
- ...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. •...EmpfohlenTemporär
- ...will join Crédit Agricole CIB Geneva as Relationship Manager Assistant. Your concrete missions will... ...internal systems Financial analysis on clients' financials Transverse tasks: various... ...preparation of budget materials, market and client reviews To be eligible for a VIE: Be...Empfohlen
- ...Wealth Management Relationship Manager Geneva or Zug, Switzerland (Hybrid) Are you an entrepreneurial... ...an established network of HNW/UHNW clients? We are currently supporting a... ...both existing relationships and new client acquisition. Working closely with...Empfohlen
TalentCloud Group Recruitment
Genf GEVor 28 Tagen - ...We are seeking a Senior Manager, Client Lead , a role responsible for owning client relationships, representing client interests... ...as the primary commercial and relationship owner for assigned clients. This... ...client value. Own and manage senior client relationships for...EmpfohlenVollzeit
- ...incentive on performance About Our Client: Our client is an independent... ...prospecting and network development Manage and deepen existing client relationships with a long-term, advisory... ...Applicant: Proven experience in a Relationship Manager, Sales or Distribution...Empfohlen
- ...Relationship Manager:in Financial Institutions (w/m/d) 80% - 100% | Trade Finance / Financial Institutions | Zürich | Berufserfahrene Die Organisationseinheit Financial Institutions verantwortet, steuert und koordiniert in enger Zusammenarbeit mit Handel,...EmpfohlenFestanstellung
- ...and more than 160 clients in 35 countries. We... ...provider of wealth management technology and services... ...banks and wealth managers, investment... ...focus on building relationships with the prospect/ client and identifying sales... ...various stakeholders Manage and maintain team documentation...EmpfohlenVollzeit
- Our client is a modern Swiss wealth management platform built for entrepreneurial advisors who want... ...investment access required to manage HNW and UHNW client relationships professionally. The... ...attractive environment for Relationship Managers who want to grow their...EmpfohlenUnternehmerRemote job
- ...Position Overview Relationship Manager - Global South Asia & Africa For over 150 years, our... ...to being the Global Hausbank for our clients has been driven by our people – in around... ...assuring a holistic and high-standard client experience. Your key...EmpfohlenVollzeitUnternehmer
- ...Description de l'entreprise Client: Our client is a long-... ...boutique approach to wealth management. Renowned for serving... ...office role combines leadership, relationship management, and business development... ...Responsibilities: Manage and grow a portfolio of high-...EmpfohlenUnternehmerFestanstellung
- ...Vertragsunterlagen Pflege der Kunden- und Investmentdaten sowie Sicherstellung vollständiger und aktueller Dossiers Unterstützung der Relationship Manager bei regulatorischen, administrativen und kundenbezogenen Fragestellungen Unterstützung von Kundenberater:innen im...EmpfohlenHomeoffice
- ...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...
- Ihre primäre Aufgabe besteht darin einen bestehenden Kundenstamm in den Kernthemen Vermögensschutz und Nachlassplanung kompetent zu betreuen. Sie sind eingebunden in ein eingespieltes und motiviertes Team, welches über ein sehr gereiftes Wissen verfügt. Zudem haben Sie...Teilzeitarbeit
INDUSTRIE- UND FINANZKONTOR ETABLISSEMENT
LiechtensteinVor 27 Tagen - ...independent External Asset Manager specializing in the... ...of HNWI-/UHNWI-clients from the LATAM region.... ...operational platform, enabling Relationship Managers to grow their... ...support. Manage and develop an existing... ...Build long-term, trusted client relationships based on...
- ...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 .
- Notre client est une belle société financière indépendante et bien établie à Genève... ...requêtes clients au quotidien ; Cash management, virements, transferts ; Suivi des portefeuilles... ...au sein d'une fonction similaire de Relationship Manager / Account Manager / Gestionnaire de...Unternehmer
- ...Zug/Zurich area You have a small experience in a Bank About Our Client: A growing international Family Office based in Zug. Job... ...and ensure timely completion of operational tasks. ~ Support management with various administrative and organizational matters. ~ Handle...
CHF 7300 - CHF 9200 pro Monat
...Switzerland and international markets? As a Customer Relationship & Customer Success Specialist, you will play a key... ...begin or advance your career in customer relationship management, customer success, and client services while working with a collaborative international...Remote jobHomeofficeFlexible Arbeitszeit- Our client is a well established trust & fiduciary company in Switzerland and other... ...financial places. Supporting Senior Relationship Managers in administering a portfolio of clients... ...necessary; Work prioritisation and management on daily basis; Team player and self-motivated...
- ...indépendante | Modèle entrepreneurial & grande flexibilité Notre client est une société de gestion de fortune indépendante basée à... ...cadre de son développement, nous recherchons un(e) Senior Relationship Manager / Wealth Manager souhaitant évoluer dans un environnement...Remote job
- ...JOB DESCRIPTION - Develop and manage a portfolio of HNW/UHNW clients, primarily from the Middle East region - Provide bespoke investment and wealth... ...requirements - Act as a senior ambassador of the bank in client meetings, conferences, and business development events...
- ...suchen wir Sie. Für den Ausbau unserer langfristigen Kundenbeziehungen suchen wir eine engagierte Persönlichkeit als Manager/in Corporate Clients 80-100% Was Sie bewegen Begleitung unserer Kunden in den Segmenten EVU, Industrie und KMU Betreuung und strategische...Selbständige TätigkeitHomeofficeFlexible Arbeitszeit
- Notre client est un beau Wealth & Asset Manager bien implanté en Suisse et sur l'ensemble des autres places financières internationales. Intégration au sein du nouveau bureau genevois ; Développement de la marque sur le marché local ; Développement et gestion de son...Remote job
- Das 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 zeichnet sich durch ein starkes Netzwerk, partnerschaftliche Zusammenarbeit und innovative...
- ...and more than 170 clients in 35 countries. We... ...of wealth management technology and services... ...banks and wealth managers, investment managers... ...Service Operations – Client Lifecycle Management and Client Relationship Management (CLM/... ...specifications Manage incidents and service...Vollzeit
- ...leading software AMOS, Swiss-AS manages successfully maintenance,... ..., building trust-based relationships and positioning as a consultative... ...shape the customer relationship. Operational Serve as... ...Development, and Customer Services to manage escalations and ensure...Flexible Arbeitszeit
