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Client advisor • genf

Zuletzt aktualisiert: vor 16 Tagen
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Client Relationship Manager Assistant

Client Relationship Manager Assistant

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 ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Investment Advisor

Investment Advisor

SYZ SAGeneva
Based in Geneva, you are the investment face of the Front team regarding advisory mandates.You will interact directly with clients of different sizes and complexity levels, or through their respect...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Service Manager, Brand Health Tracking, Geneva

Client Service Manager, Brand Health Tracking, Geneva

IpsosGenève, Switzerland
The Client Service Manager will have the following main responsibilities : .Work on end-to-end projects for key international clients, from initial briefing to final presentation, dealing internally ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Geneva Office Lead - Financial Services Consulting

Geneva Office Lead - Financial Services Consulting

Michael PageGeneva, CH
Key ResponsibilitiesTeam & Office Leadership.Lead, mentor, and develop a team of four consultants based in Geneva.Manage day-to-day office operations and act as the primary point of contact for...Mehr anzeigenZuletzt aktualisiert: vor 26 Tagen
Client Service Specialist - Geneve

Client Service Specialist - Geneve

JPMorgan Chase & Co.Geneve, GE, Switzerland
A Private Banking Client Service Specialist is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-of...Mehr anzeigenZuletzt aktualisiert: vor 19 Tagen
Project manager client reporting

Project manager client reporting

LHHGeneva
Nous recrutons pour une longue mission, un ou une Project manager client reporting pour renforcer le département IT de notre client situé à Genève (domaine bancaire), Si vous êtes prêt ou prête à r...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor

Client Advisor

BulgariGenève
Founded in 1884 by Sotirio Bulgari as a single jewelry shop in the capital city of Rome, Bulgari’s name has today become emblematic of Italian excellence. Creating a highly distinctive style that ce...Mehr anzeigenZuletzt aktualisiert: vor 17 Tagen
Client Relationship Advisor

Client Relationship Advisor

Salve.Inno ConsultingGeneva, Geneva, Switzerland
The role focuses on developing and maintaining client relationships delivering clear guidance on client solutions and supporting growth of an advisory portfolio in a professional services context.T...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Technical Advisor

Technical Advisor

Audemars PiguetGeneva, Geneva, Switzerland
Votre mission principale sera dagir comme un réfèrent et mentor technique pour léquipe pour toutes les tâches et activités liées au Service Client. Vous contribuerez à établir et développer des rela...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Sales Advisor (Part-Time 60-80%) - Boutique at Globus Geneva

Sales Advisor (Part-Time 60-80%) - Boutique at Globus Geneva

DAMIANI GroupGinevra
Sales Advisor (Part-Time 60-80%) – Boutique at Globus Geneva.Permanent – Part-Time (60-80%).You will embody the brand’s values and act as an ambassador, ensuring that every client receives a warm w...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Client Advisor FR / ANG - Haute Horlogerie

Senior Client Advisor FR / ANG - Haute Horlogerie

RETAIL ExpertsGenève, Genf, Switzerland
Pourle compte d’une maison horlogère de renom, nous recherchons actuellement leur futur Lead / Senior Client Advisor (h / f) pour leur Boutique Flagship au centre de Genève, un véritable talent, pouv...Mehr anzeigenZuletzt aktualisiert: vor 16 Tagen
  • Gesponsert
Internship – Client Relationship Management tasks automation

Internship – Client Relationship Management tasks automation

Lombard OdierGeneva
An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Program Specialist

Client Program Specialist

Engineering Management SelectionGeneva, CH
In this exciting position based in Geneva or elsewhere in Switzerland, you will offer commercial and technical support primarily to customers based in the Netherlands and the UK.You will manage and...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Relationship Advisor

Client Relationship Advisor

theHRchapterGeneva, Geneva, .CH
Quick Apply
Your Strategic Partner for HR, Payroll & Headhunting Solutions.The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting gro...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor H / F

Client Advisor H / F

Albedis SAGenève
Vous maîtrisez l'art de la communication, possédez une présence raffinée et une connaissance approfondie des produits de luxe. Vous comprenez de manière personnalisée les besoins des clients et à le...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Business Development Associate

Business Development Associate

deVere GroupGeneva
Vere Group of companies are the world’s premier wealth tech and advice organisation.Vere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best produc...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Junior Investment Advisor

Junior Investment Advisor

Mirabaud & Cie SAGeneva, Geneva, Switzerland
Perform in-depth research and evaluation of a broad range of asset classes including equities fixed income mutual funds and alternative investments to identify opportunities that align with clients...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Client Advisor FR / ANG - Haute Horlogerie

Senior Client Advisor FR / ANG - Haute Horlogerie

Luxury ExpertsGenève, GE, ch
Quick Apply
Pour le compte d’une maison horlogère de renom, nous recherchons actuellement leur futur Lead / Senior Client Advisor (h / f) pour leur Boutique Flagship au centre de Genève, un véritable talent, pou...Mehr anzeigenZuletzt aktualisiert: vor 16 Tagen
Client Mystère

Client Mystère

Helion ResearchOnex, Geneva
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Client Relationship Manager Assistant

Client Relationship Manager Assistant

Ateca ConsultingGeneva, Switzerland
Vor 30+ Tagen
Stellenbeschreibung

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 Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Responsibilities

  • Provide day-to-day support in administrative and commercial activities
  • Manage retrocessions and related commissions
  • Account openings, closings and other documentations
  • Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
  • Prepare client meetings and events
  • Respond to clients enquiries by email or phone
  • Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
  • Monitor credit lines and maturities of investments
  • Monitor administrative issues

Requirements

  • University degree in Finance or completed apprenticeship or similar banking education

    • SAQ / FinSA-compliant  certification (EXAM) is mandatory for this role  (e.g., SAQ Client Advisor – Affluent Clients, CWMA)

    First relevant work experience in Private Banking

  • Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
  • Ability to weigh problems and set priorities
  • Strong work ethics, integrity and high level of accountability
  • Ability to work under pressure and work with various stakeholders
  • Fluency in Spanish, English and French, other languages are an advantage

    • Send us your CV at anthonny.b@ateca.co.uk