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

WM Assistant - Greece Team (100%)
UNION BANCAIRE PRIVÉE, UBP SA —Zurigo, ZH
- 100%
- Inglese
- Bachelor
- Capacità di comunicazione
1 giorno
Interaction Designer - UI Specialist
Vorwerk SE & Co. KG —Wollerau, SZ
- 100%
5 giorni
Senior Controller and FP&A
Etops —Cham, ZG
- 100%
- Inglese
- Contabilità
- Lavoro da casa
Candidatura rapida
Senior Key Account Manager Travel Retail EMEA & Americas
L'OCCITANE en provence —Ginevra, GE
- Remoto
- Gestionale
- Inglese
- Leadership
- Congedo parentale
Global Scientific Lead - Clinical Outcome Assessment (COA) Strategy Consulting - Multiple locations - Hybrid/Home-based
IQVIA —Zurigo, ZH
- 100%
- Remoto
- Gestionale
- Dottorato
- Capacità di scrittura
7 giorni
Agriculture Global Key Account Manager (F-M-D)
Bureau Veritas —Ginevra, GE
- 100%
- Vendite
- Master
- Bachelor
Senior Lead Technical Program Manager, Core AI Foundations
Google —Zurigo, ZH
- 100%
- Bachelor
- Leadership
- Capacità di comunicazione
1 giorno
Executive Director, Regulatory Strategy
Neurocrine Bioscience —Allschwil, BL
- 100%
- Gestionale
- Dottorato
- Master
Enterprise Account Executive - Zurich Remote
monday.com —Zurigo, ZH
- 100%
- Remoto
- Inglese
- Capacità di comunicazione
Candidatura rapida
2 giorni
Basis of Design Manager, Controls, EMEA
Johnson Controls —Neuhausen am Rheinfall, SH
- 100%
- Inglese
- Leadership
Business Information Security Officer (BISO) – Construction Software
HILTI —Schaan, LI
- 100%
- Master
- Leadership
- Parcheggio libero
Group Risk Assurance Controls Manager (80–100%)
Lombard Odier & Cie —Ginevra, GE
- 100%
- Gestionale
- Inglese
- Microsoft Office
13 giorni
Head of Local People Care Solutions
Roche —Basilea, BS
- Part-time
- Esperienza di laboratorio
- Inglese
- Master
12 giorni
Properties & Buildings Director - Switzerland – Swiss Romand
WSP Switzerland —Losanna, VD
- Part-time
- Parzialmente remoto
- Gestionale
- Inglese
- Master
FS Risk Consulting focus Technology
PwC —Zurigo, ZH
- 100%
International Wealth Planner
SYZ GROUP —Ginevra, GE
- Gestionale
- Marketing
Tax Advisor
TotalEnergies —Ginevra, GE
- Inglese
- Master
5 giorni
Investments Assistant Vice President
Energy Infrastructure Partners AG —Zurigo, ZH
- 100%
- Inglese
- Contabilità
Candidatura rapida
Account Executive DACH
DuoKey —Prilly, VD
- Remoto
- Inglese
Candidatura rapida
Senior Lead - Footwear Developer
On AG —Zurigo, ZH
- IT
2 giorni

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

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

WM Assistant - Greece Team (100%)

UNION BANCAIRE PRIVÉE, UBP SA
Zurigo, ZH

Candidati adesso

Dettagli della posizione

100% | Orario di lavoro: 90-100%
1 giorno 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

Perfeziona la tua ricerca

direct advisor offerte

WM Assistant - Greece Team (100%)

Interaction Designer - UI Specialist

Senior Controller and FP&A

Senior Key Account Manager Travel Retail EMEA & Americas

Global Scientific Lead - Clinical Outcome Assessment (COA) Strategy Consulting - Multiple locations - Hybrid/Home-based

Agriculture Global Key Account Manager (F-M-D)

Senior Lead Technical Program Manager, Core AI Foundations

Executive Director, Regulatory Strategy

Enterprise Account Executive - Zurich Remote

Basis of Design Manager, Controls, EMEA

Business Information Security Officer (BISO) – Construction Software

Group Risk Assurance Controls Manager (80–100%)

Head of Local People Care Solutions

Properties & Buildings Director - Switzerland – Swiss Romand

FS Risk Consulting focus Technology

International Wealth Planner

Tax Advisor

Investments Assistant Vice President

Account Executive DACH

Senior Lead - Footwear Developer

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

Related Searches

Strumenti per chi cerca lavoro

Strumenti Aziende

Visualizza

Resta in contatto