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Client success manager • carouge

Zuletzt aktualisiert: vor 15 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
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
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 Mystère

Client Mystère

Helion ResearchVernier, Geneva
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Marketing Manager / Customer Success Manager (m / w / d) Digital

Marketing Manager / Customer Success Manager (m / w / d) Digital

VoltimumVoltimum, Geneva, CH
Daten-)Dienstleister der Elektroindustrie.Dank unserer umfassenden Marktkenntnis schaffen wir wertvolle Netzwerke und einzigartige Geschäftsmöglichkeiten. Wir agieren als lokaler Partner im Zentrum ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Business Development Manager

Business Development Manager

David Kennedy RecruitmentGeneva, Geneva, Switzerland
David Kennedy Recruitment is working with a global fintech company that provides traders worldwide with access to a wide range of financial instruments, innovative trading tools, and professional s...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Internship - Client Relationship Management tasks automation

Internship - Client Relationship Management tasks automation

Lombard OdierGenève, Switzerland
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
Customer Success Manager [Switzerland / Frankfurt / London / Paris]

Customer Success Manager [Switzerland / Frankfurt / London / Paris]

Taurus SAGeneva, Switzerland
Quick Apply
Do you want to be part of a new entrepreneurial adventure and help build the next global FinTech, then we might just have the job for you. Taurus is a global leader in digital asset infrastructure f...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
German Sales and Customer Account Manager Hybrid inAthens

German Sales and Customer Account Manager Hybrid inAthens

Cross Border TalentsGeneva, Switzerland
Looking to advance your career? Join our team as a German Sales and Customer Account Manager and make a difference!.German Sales and Customer Account Manager. Based in Athens with a hybrid work mode...Mehr anzeigenZuletzt aktualisiert: vor über 30 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
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Head of Compliance

Head of Compliance

W ExecutiveGeneva, Switzerland
Our client, a leading multi-billion asset and wealth manager, is seeking to appoint a.This is a senior, strategic position, critical to the firm’s continued growth and future development.The succes...Mehr anzeigenZuletzt aktualisiert: vor 29 Tagen
Client Relationship Manager Legal (Zürich / Geneva)

Client Relationship Manager Legal (Zürich / Geneva)

Lexius SearchZürich / Geneva
Client Relationship Manager Legal.For a company in Zurich / Geneva we are looking for a.Client Relationship manager Legal. You will manage client companies and undertake business development towards c...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Client Lifecycle Management Analyst

Client Lifecycle Management Analyst

HSBC Private BankGeneva, Switzerland
Being part of HSBC in Switzerland, you’ll help evolve and grow our business.The Client Lifecycle Management Analyst is responsible for managing all Client Lifecycle Management tasks related to Cust...Mehr anzeigenZuletzt aktualisiert: vor 18 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
Customer Success Manager 80 / 100%

Customer Success Manager 80 / 100%

RogerHR SAGeneva, Switzerland
Quick Apply
Tu seras responsable du bon déroulement des projets d'implémentation, en coordonnant les différentes parties prenantes tout en assurant un accompagnement humain et stratégique.Les meilleurs Custome...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 15 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
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Client Success Specialist

Client Success Specialist

jobcloudGenève, Switzerland
This is just one of the many brands owned by JobCloud.We are the leading player in Switzerland's online job market and want to make job search and recruitment as easy as possible.Love what you do -...Mehr anzeigenZuletzt aktualisiert: vor 25 Tagen
Account Manager, Partner Success, APAC

Account Manager, Partner Success, APAC

World Economic ForumGeneva
This is a temporary role from March 1 2026 to September 30 2026.The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil...Mehr anzeigenZuletzt aktualisiert: vor 18 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