20 annunci per il ruolo di asset management - switzerland (recruiting in corso)

Assistant Relationship Manager Intermediaries 100% (f/m/d)
Julius Baer —Lugano, TI
- 100%
- Inglese
- Microsoft Office
- Capacità di comunicazione
3 giorni
Solution Consultant - Asset Management & Investment Workflows (m/f/d) (Zurich, London, Berlin, Hybrid)
Optiml —Zurigo, ZH
- Straordinari
- Parzialmente remoto
- Gestionale
- Inglese
- Competenze analitiche
Candidatura rapida
Dein Einstieg ins Asset Management: Junior Investment Solutions Manager, 100%, Zug
VermögensZentrum —Zugo, ZG
- 100%
- Microsoft Powerpoint
- Microsoft Excel
Executive Assistant & Office Operations
Jua —Zurigo, ZH
- 100%
- Parzialmente remoto
- Inglese
- Capacità di comunicazione
Operations – Middle Office
AlTi Tiedemann Global —Lugano, TI
- 100%
- Microsoft Excel
- Inglese
- Capacità di comunicazione
Candidatura rapida
Program Management Intern
Rimac Group —Canton Zugo
- Remoto
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Administrative Assistant – Fixed-Term Contract
TotalEnergies —Ginevra, GE
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Global LNG trader
Six One Commodities —Zugo, ZG
- Bachelor
- In presenza
Candidatura rapida
Team Head, Emerging Markets Documentation Specialists (f/m/x)
Deutsche Bank —Ginevra, GE
- 100%
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Audit - Senior Associate / Assistant Manager - Private Equity / Asset Management - 80-100 %
PwC —Zugo, ZG
- Inglese
- Competenze analitiche
- Bachelor
(Junior) Strategy and Transformation Consultant
Capgemini —Opfikon, ZH
- Gestionale
- Inglese
- Sviluppo software
Intern - Application Management
Crypto Finance AG —Zurigo, ZH
- Gestionale
- Inglese
- Master
Candidatura rapida
Assistant Manager 100% - German Speaking | ZURICH
Lululemon —Zurigo, ZH
- CHF 86’400 - CHF 113’400 all'anno
- Weekend
- Gestionale
- Vendite
- Maturità liceale
- Convenzioni aziendali
Analyst, Evergreen Portfolio Management - Private Debt
StepStone Group —Zurigo, ZH
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Facility Management and Workplace Project Manager (Straumann Campus Basel)
Straumann Group —Basilea, BS
- 100%
- Gestionale
- Inglese
- Project management
Corporate PMO / Business Operations Expert
Fincons Group —Lugano, TI
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Gestionale
Candidatura rapida
Logistics Specialist, ZRH Logistics
Amazon Data Services Switzerland GmbH —Zurigo, ZH
- 100%
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Asset Management - Institutional Hedge Fund Solutions - Executive Director
JPMorganChase —Ginevra, GE
- Straordinari
- Inglese
- Competenze analitiche
- Bachelor
Employer Branding & IDEA Specialist
VF Corporation —Stabio, TI
- 100%
- Software CRM
- Gestionale
- Inglese
Candidatura rapida
10 giorni
Customer Service Associate, International - Temporary contract
Ralph Lauren —Plan-les-Ouates, GE
- 100%
- Esperienza settore turistico alberghiero
- Microsoft Excel
- Microsoft Outlook

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di asset management nella seguente località: switzerland

Accedendo al tuo account, accetti i Termini di Servizio di SimplyHired e acconsenti alle nostre Norme sui Cookie e sulla Privacy.

Esplora gli annunci in più località

asset management jobs near switzerland

Annunci per il ruolo di Executive Assistant (Zürich, ZH)

Annunci per il ruolo di Administrative Assistant (Genf, GE)

Annunci per il ruolo di Trader (Zug, ZG)

Annunci per il ruolo di Application Support Manager (Zürich, ZH)

Annunci per il ruolo di Digital Transformation Consultant (Opfikon, ZH)

Annunci per il ruolo di Medical Manager (Zürich, ZH)

Annunci per il ruolo di Case Manager (Basel, BS)

Annunci per il ruolo di Logistics Specialist (Basel, BL)

Annunci per il ruolo di Logistics Specialist (Genève, GE)

Annunci per il ruolo di Logistics Specialist (Home Office)

Annunci per il ruolo di Project Manager (Lausanne, VD)

Annunci per il ruolo di Investment Manager (Genève, GE)

Annunci per il ruolo di Pharma Project Manager (Basel, BS)

Annunci per il ruolo di Investment Banking (Zürich, ZH)

Annunci per il ruolo di Investment Manager (Genf, GE)

Annunci per il ruolo di Investment Manager (Zürich, ZH)

Annunci per il ruolo di Office Manager (Zürich, ZH)

Annunci per il ruolo di Pmo (Genève 1, GE)

Annunci per il ruolo di Project Manager, Pmo, Portfolio (Home Office)

Annunci per il ruolo di Continuous Improvement, Project, Customer Service, Account Management, Pmo (Le Vaud, VD)

Assistant Relationship Manager Intermediaries 100% (f/m/d)

Julius Baer -
Lugano, TI

Candidati adesso

Dettagli della posizione

100% | Orario di lavoro: 90-100%
3 giorni fa

Qualifiche

Inglese
Microsoft Office
Italiano
Capacità di comunicazione
Tedesco

Descrizione completa della posizione

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.
The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.

YOUR CHALLENGE

Client Adminstration & Management

Supports the RM and team in client interaction in all respects
Attends to incoming calls and takes prompt action
Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required

Business Management

Organises and follows up client meetings, including logistics and document preparation
Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration

Risk Management

Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

Personal & Social Skills

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance and impactful
High personal integrity and risk awareness/ethical mindset

Professional

Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
Excellent language skills (verbal and written) in Italian and English. German is an asset
Very good MS Office skills

Education & Experience

Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance and impactful
High personal integrity and risk awareness/ethical mindset

We are looking forward to receiving your full job application through our online application tool.

Candidati adesso

Perfeziona la tua ricerca

asset management offerte - switzerland

Assistant Relationship Manager Intermediaries 100% (f/m/d)

Solution Consultant - Asset Management & Investment Workflows (m/f/d) (Zurich, London, Berlin, Hybrid)

Dein Einstieg ins Asset Management: Junior Investment Solutions Manager, 100%, Zug

Executive Assistant & Office Operations

Operations – Middle Office

Program Management Intern

Administrative Assistant – Fixed-Term Contract

Global LNG trader

Team Head, Emerging Markets Documentation Specialists (f/m/x)

Audit - Senior Associate / Assistant Manager - Private Equity / Asset Management - 80-100 %

(Junior) Strategy and Transformation Consultant

Intern - Application Management

Assistant Manager 100% - German Speaking | ZURICH

Analyst, Evergreen Portfolio Management - Private Debt

Facility Management and Workplace Project Manager (Straumann Campus Basel)

Corporate PMO / Business Operations Expert

Logistics Specialist, ZRH Logistics

Asset Management - Institutional Hedge Fund Solutions - Executive Director

Employer Branding & IDEA Specialist

Customer Service Associate, International - Temporary contract

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di asset management nella seguente località: switzerland

Related Searches

Esplora gli annunci in più località

YOUR CHALLENGE

YOUR PROFILE

Personal & Social Skills

Strumenti per chi cerca lavoro

Strumenti Aziende

Visualizza

Resta in contatto