Jobs zum Stichwort Bank Finanzwesen in Schweiz

We are seeking an enthusiastic and hands-on Assistant RM with a keen interest in learning about investments. The ideal candidate will be responsible for KYCs processes, liaising with custodian banks, handling client requests, and executing orders.
This role requires a solid understanding of financial terminology and asset types.
The successful candidate will have the opportunity to grow into a Relationship Manager (RM) Farmer role.

You take over an existing book of international clients of a family. Working closely together with the Private Banking Team, you get to know the family, as well as the company culture, for being able to serve these sophisticated clients the best way possible.

You will take over and develop an existing portfolio of clients. Your focus will be on deepening client relationships, increasing portfolio value, and delivering exceptional service.

Fluency in Portuguese or Russian is mandatory.

This role demands exceptional financial acumen, strategic advisory expertise, and a proven ability to cultivate and manage relationships with high-net-worth individuals and corporate stakeholders.

You will join a Private Bank and work closely together with Russian clients. They are being taken care of a Senior Relationship Manager, with whom you will work closely together.

Innovative, independent asset management firm known for its dynamic culture, offering bespoke wealth management services to HNWI and their families. The firm is built on a solid platform, with a dedicated team in investment, compliance, and client support, allowing them to deliver a concierge-level experience to its discerning clientele. They specialize in creating luxury, tailor-made financial solutions that set us apart from the traditional banking world.

This role is ideal for a professional with a passion for client service, attention to detail, and a solid understanding of private banking dynamics, especially with Hebrew-speaking clients.

The Middle Office Private Equity Specialist is responsible for supporting the investment and operational processes within the private equity department. This role acts as a bridge between the front office, back office, and external service providers, ensuring smooth execution of transactions, accurate reporting, and effective portfolio management.

The successful candidate will have at least 2-3 years working in the Trust industry and be in the process of, with have of the STEP qualification done.

Be focus on delivering tailored investment solutions to a select group of institutional and high-net-worth clients.