20 annunci per il ruolo di direct advisor (recruiting in corso)

WM Assistant - Greece Team (100%)
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- Capacità di comunicazione
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- Microsoft Powerpoint
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Investment Advisor – Eastern Europe Team (Russian & English Speaking, 100%)
UNION BANCAIRE PRIVÉE, UBP SA —Zurigo, ZH
- 100%
- Inglese
- Microsoft Office
- Bachelor
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Aeon —Winterthur, ZH
- Part-time
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STORE MANAGER
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Senior Compliance Officer
AMINA Group —Zugo, ZG
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P&C Business Partner 100% (m/f/d)
QUMEA AG —Solothurn, SO
- 100%
- Capacità di scrittura
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- Risorse umane
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1 giorno
Interaction Designer - UI Specialist
Vorwerk SE & Co. KG —Wollerau, SZ
- 100%
6 giorni
Peer Group Facilitator/Coach (m/f/d) | Guiding CEOs & Senior Leaders I Zürich, Schweiz | Freelance | Part-Time
SAWOO GmbH —Zurigo, ZH
- CHF 225 - CHF 350 all'ora
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- Remoto
- Inglese
- Reti informatiche
- Leadership
Candidatura rapida
Client Acquisition Director
Ricoh —Ginevra, GE
- Microsoft Excel
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Principal Data & AI – Romandie 80-100%
Eraneos Switzerland AG —Losanna, VD
- Inglese
- Master
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Relationship Manager - Legal & Corporate
CSC (Corporation Service Company) —Zugo, ZG
- 100%
- Gestionale
- Inglese
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Technical Senior Advisor
ABB S.p.A. —Quartino, TI
- 100%
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- Ricerca
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Portfolio Manager - Real Estate
Tether Operations Limited —Zurigo, ZH
- 100%
- Remoto
- Gestionale
- Inglese
- Bachelor
10 giorni
Sales & Relationship Manager
Swiss Quant —Zurigo, ZH
- 100%
- Parzialmente remoto
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Candidatura rapida
P2613 - CSV Lead
Debiopharm —Losanna, VD
- 100%
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- Master
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Candidatura rapida
Senior Controller and FP&A
Etops —Cham, ZG
- 100%
- Inglese
- Contabilità
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Candidatura rapida
Private Banker – Israel Market
Barclays —Zurigo, ZH
- Gestionale
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- Competenze analitiche
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Senior Director, Quality Operations EU
Integra LifeSciences —Le Locle, NE
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- Bachelor
- Produzione

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WM Assistant - Greece Team (100%)

UNION BANCAIRE PRIVÉE, UBP SA
Zurigo, ZH

Candidati adesso

Dettagli della posizione

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

Qualifiche

Francese
Inglese
Bachelor
Capacità di comunicazione
Tedesco

Descrizione completa della posizione

Within our Wealth Management Division, you will join our WM Greece Team in Zurich , which is in charge of substantial international client relationships, providing superior quality level of banking services. The Team is composed of experienced Relationship Managers, Advisors and Assistants.

Contribute to the Team success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.

Main responsibilities:

Prepare the necessary documentation for client meetings and business trips
Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
Cash Management
Assist in AML clarifications and prepare clients KYC and related updates
Provide administrative support to the Team
Direct interactions with clients by phone, e-mail and occasionally in meetings
Prepare and monitor account openings, closing mutations
Maintain records in compliance with internal and external regulation. For example: Portfolio reviews, AML, KYC, etc.
Various administrative tasks. For example: Preparing presentations, travel arrangements, support clients with various requests - banking and non-banking, etc.
Deputizing of other Team assistants

Requirements:

Degree/Diploma in a related field or further education; Banking Apprenticeship, Bachelor, Master, CYP, CWMA, or similar.
Work experience as a Relationship Manager Assistant in banking is required
Excellent command of German and English is mandatory (C1) / French is a strong asset for this role
Demonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing international Team by delivering exceptional client satisfaction, with a particular focus on clients in the Eastern Europe region
Motivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skills
Good priority setting, ability to cope with pressure and high volumes

This is a 100% role located in Zurich.

Start: asap

Candidati adesso

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direct advisor offerte

WM Assistant - Greece Team (100%)

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Investment Advisor – Eastern Europe Team (Russian & English Speaking, 100%)

Regulatory & Quality Builder, SaMD (40% Now, Ramp-Up to 100%)

STORE MANAGER

Senior Compliance Officer

P&C Business Partner 100% (m/f/d)

Interaction Designer - UI Specialist

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Client Acquisition Director

Principal Data & AI – Romandie 80-100%

Relationship Manager - Legal & Corporate

Technical Senior Advisor

Portfolio Manager - Real Estate

Sales & Relationship Manager

P2613 - CSV Lead

Senior Controller and FP&A

Private Banker – Israel Market

Senior Director, Quality Operations EU

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di direct advisor

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