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Client myst%C3%A8re Offres d'emploi - Suisse

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Client myst%C3%A8re • suisse

Dernière mise à jour : il y a 1 jour
Client Adviser

Client Adviser

Rothschild & CoGeneva
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.Our expertise, i...Voir plusDernière mise à jour : il y a 8 jours
Client Advisor

Client Advisor

RichemontZürich, SWITZERLAND
Für unsere Boutique in Zürich suchen wir eine / n Client Advisor.Sie teilen unsere Begeisterung für hochwertige Uhren? Sie haben Freude am Umgang mit Menschen und sind für Ihren offenen und authentis...Voir plusDernière mise à jour : il y a 27 jours
Collaborateur(trice) service client

Collaborateur(trice) service client

UnimanRenens
Vous prenez en charge la centrale téléphonique.Vous vous occupez de la correspondance.Vous conseillez et informez la clientèle. Vous avez un CFC d'employé(e) de commerce ou titre équivalent.Vous maî...Voir plusDernière mise à jour : il y a 7 jours
Sachbearbeiter •in Client Data

Sachbearbeiter •in Client Data

Job ImpulsZürich, CH
Kunden- und Produktmutationen effizient abwickeln : .Adressänderungen, Namenswechsel, Volljährigkeitsfälle und Vollmachten bearbeiten. Retournierte sowie nachrichtenlose Kundenkorrespondenz sorgfältig...Voir plusDernière mise à jour : il y a 3 jours
Client Partner

Client Partner

TechMahindraZürich, CH
As a Client Partner at Tech Mahindra, you will play a pivotal role in driving innovation and growth across the Retail and Consumer Packaged Goods (CPG) sector. Acting as a trusted advisor to Swiss c...Voir plusDernière mise à jour : il y a plus de 30 jours
Responsable service client

Responsable service client

Careerplus AGBiel, CH
Vous êtes un-e manager confirmé-e d'équipes service client avec un fort esprit d'initiative ? Rejoignez un acteur majeur de l’industrie mécanique pour encadrer un service client stratégique !.Notre...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Advisor

Client Advisor

Bulgari Horlogerie SAZurich, CH
Founded in Rome in 1884 by the talented Greek silversmith Sotirio Bulgari, the brand quickly established a reputation for Italian excellence through exquisite craftsmanship and magnificent jeweller...Voir plusDernière mise à jour : il y a 8 jours
Client Onboarding Officer

Client Onboarding Officer

Bank J. Safra SarasinBasel, CH
As Client Onboarding Officer at Bank J.Safra Sarasin you are responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the...Voir plusDernière mise à jour : il y a 15 jours
Client Services 100%

Client Services 100%

Zugerberg Finanz AGZug, CH
Unterstützung der Relationship Manager bei der täglichen Akquisitions-, Beratungs- und Betreuungstätigkeit (Erstellung von Vertragsunterlagen, Vorbereiten von Präsentationen, Reportings und Analyse...Voir plusDernière mise à jour : il y a 20 jours
  • Offre sponsorisée
Assistant Client Relationship Manager

Assistant Client Relationship Manager

Ateca ConsultingGeneva, Switzerland
We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland.In this permanent role, the ideal candidate would be an integral support partner to our Client ...Voir plusDernière mise à jour : il y a 24 jours
Client Engineer Macos •

Client Engineer Macos •

Ringier AGZürich oder Zofingen, CH
Du bist massgeblich an der Pflege und dem Ausbau unserer macOS-Plattform beteiligt und prägst diese als Gesamtprodukt.Du testest und verteilst OS- und Applikations-Patches, die unsere Systeme siche...Voir plusDernière mise à jour : il y a 2 jours
Client Opening Specialist

Client Opening Specialist

Bank CIC (Schweiz) AGBasel, CH
Funktion : Client Opening Specialist.Sie prüfen Kundenbeziehungen von natürlichen und juristischen Personen gemäss VSB, GwG und internen Richtlinien. Sie schliessen die Eröffnunge...Voir plusDernière mise à jour : il y a 5 jours
  • Offre sponsorisée
Project manager client reporting

Project manager client reporting

Adecco Human Resources AGGenève, CH
Nous recrutons pour une longue mission, un ou une.Project manager client reporting.IT de notre client situé à Genève (domaine bancaire), Si vous êtes prêt ou prête à relever un nouveau défi, cette ...Voir plusDernière mise à jour : il y a 14 jours
Client Advisor

Client Advisor

Gi Group SAZurigo, Zurigo, Schweiz
Quick Apply
For our important client, Top Luxury Fashion Company, we are looking for : .You will not only guide clients through the product offering but also convey the deeper meaning behind each creationits cra...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Mystère

Client Mystère

Helion ResearchGeneva, Geneva
Voir plusDernière mise à jour : il y a plus de 30 jours
Client Advisor

Client Advisor

Start EmploiGenève, CH
Full-time Client Advisor for an Independent Wealth Manager.We offer a position which has a high learning curve, you can work autonomously but within a dynamic and strong team.Shadow to Senior Relat...Voir plusDernière mise à jour : il y a 26 jours
Collaborateur service client

Collaborateur service client

Uniman S.A.Fribourg, CH
Pour l'un de nos clients, une centrale téléphonique dans l'e-banking, nous sommes à la recherche d'un(e) : .Collaborateur(trice) service client - français-(suisse)allemand. Vous avez une première expé...Voir plusDernière mise à jour : il y a 15 jours
Client Manager

Client Manager

BBVAZürich, Switzerland
Support CRM in administrative activities, overdrafts, maturity products, fiduciary renewals.Administrate tasks in account opening and closing process. Execute transactions and carrying out follow-up...Voir plusDernière mise à jour : il y a 1 jour
Client Advisor

Client Advisor

IWCZürich, ZH, CH
Für unsere Boutique in Zürich suchen wir eine / n Client Advisor.Sie teilen unsere Begeisterung für hochwertige Uhren? Sie haben Freude am Umgang mit Menschen und sind für Ihren offenen und authentis...Voir plusDernière mise à jour : il y a 28 jours
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Client Adviser

Client Adviser

Rothschild & CoGeneva
Il y a 8 jours
Description de poste

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

We are seeking for a seasoned Client Adviser to create new and develop existing long-term client relationship that add value to the client and lead to expansion of business in the Swiss Onshore / western European market. In this role you are a reliable and experienced partner, working in a dynamic team based in Geneva.

Responsibilities

  • Create new and develop existing long-term client relationships
  • Excellent presentation and communication skills, persuasive personality
  • Developing and managing an existing client portfolio
  • Ability to formulate and execute on a 3 year business plan with target AuMs and people
  • Target portfolio size 300 million’s Euro plus, minimum account size 2 million
  • Establish new relationships and manage existing relationship in order to generate new AuM
  • Ability to identify, contact and close on portfolios for HNWI in his target market
  • Strong networking and facility in contacting HNW and UHNW prospects
  • A passion to perform in a highly motivated team
  • Ability to properly position and sell the Rothschild & Co brand name
  • Ability to provide strong financial and statistical analysis
  • Ability to identify, contact and close on portfolios for HNWI in his target market
  • Support in front office strategy development and implementation

Education and Qualifications

  • University degree in finance, banking or economics
  • Experience, Skills and Competencies Required

  • Solid business experience of 5 – 10 years in relevant market of Private Banking
  • Extended knowledge of investment issues, markets, economies and house view; continuously improves knowledge of in house products and services
  • Proven track record and personal network of UHNWI
  • Experience in structuring and managing portfolios across all asset classes
  • Good knowledge of global financial markets
  • Understanding of basic concepts of asset allocation, good knowledge of equities, currencies and fixed income markets
  • Person of integrity, high sense of responsibility, personal engagement / initiative, pronounced entrepreneurial attitude, seeking continuous improvement
  • Creative mind in finding investment solution for clients in challenging market circumstances
  • Knowledge of compliance and cross border rules
  • Knowledge of industry products and services
  • High sense of responsibility, personal engagement / initiative, pronounced entrepreneurial attitude, high social competence, proactive, person of integrity
  • Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets
  • Awareness of potential risks (internal and external)
  • Flexibility, curiosity, ‘can do’ attitude, high social competence, proactive
  • Excellent communication skills in English and French are a must. Other languages are a nice plus
  • Avaloq experience is beneficial
  • Benefits

  • Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
  • We are conducive to creating a working environment and culture where people can succeed
  • We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses