Jobs zum Stichwort Bank Finanzwesen

You will manage our client funds infrastructure, ensuring accurate fund data, literature, disclosures, and regulatory documents are maintained and shared across internal teams, external vendors, and global jurisdictions. The role also oversees fund launches, registrations, investor communications, and reporting, while driving process improvements, vendor management, and cross-team collaboration.

Als Privatkundenberater (m/w/d) sind Sie erster Ansprechpartner für unsere Privatkunden und entwickeln individuelle Finanzlösungen, die wirklich passen. Sie arbeiten in einem engagierten Team, das Qualität, Vertrauen und Kundennähe lebt.

For one of our clients, we are looking for a Relationship Manager Assistant in 100% permanent contract and based in Zurich. The collaborator will join the CIS Desk of the Private Bank.

For one of our clients, we are looking for a Junior Relationship Manager ITA / ENG in 100% permanent contract and based in Geneva / Luxembourg. The collaborator will manage and develop the Italian and Swiss client book of the company.

As a SENIOR CLIENT ADVISOR within the BANKING & FINANCIAL SERVICES department, you will be responsible for delivering tailored advice and solutions to clients while fostering long-term relationships. This role in ZÜRICH requires expertise in BUSINESS SERVICES and a proactive approach to client engagement.

As a Trust Manager and wealth planner, you will focus on the quality of the client relationship management and wealth planning.

The role could be part-time (80%).

During this 12-month contract; you will be the point of contact for the investors transacting in funds. You will namely lead the onboarding of new investors/clients, including transfer agency account opening and coordinating the drafting & negotiation of relevant legal agreements.

As a Farmer, you will be responsible for managing and developing a portfolio of private clients from the Middle East. You will work closely with the Middle East desk, the investment team and compliance to deliver tailored solutions and grow revenues.

Fantastic opportunity to Lead and further grow the Middle East market out of Switzerland for a well established institution with multiple locations.

For one of our clients, we are looking for a Relationship Manager GER / ENG in 100% permanent contract and based in Geneva or Luxembourg. The collaborator will manage and develop the German client book of the company.

We are seeking a Business Development Executive to drive client acquisition in the international trust and fiduciary space. Based in Zurich, you'll work with HNWIs, intermediaries, and corporates, leveraging your network to grow the business. This role offers autonomy, a strong global platform, and performance-based rewards.

Vous serez en charge du suivi et du développement de votre portefeuille clients.

In der Rolle als Senior Relationship Manager im Bereich Banking & Financial Services sind Sie verantwortlich für den Aufbau und die Pflege langfristiger Kundenbeziehungen. Sie agieren als zentrale Ansprechperson für Ihre Kunden und unterstützen diese bei der Entwicklung individueller Finanzlösungen.

Le rôle consiste à piloter la stratégie marketing d'un groupe reconnu en encadrant une équipe dédiée, avec une expertise issue des secteurs banque, assurance ou services financiers.