Stellenangebote für Relationship manager in geneva,concise

Central file - private bank

GenevaMichael Page

...a key contact for Relationship Managers regarding documentation requirements Liaise with Compliance, Legal, Risk and Operations for file validation and approvals Monitor missing or expired documents and follow up proactively Ensure data consistency between documentation, client systems and regulatory records Support internal [...]

Kategorie Rechnungswesen, Finanzen

vor 7 Tagen in MichaelPage

Documentary credits officer

GenevaFinders SA

...Offer technical guidance to relationship managers, clients, and internal stakeholders on trade finance operations. Maintain consistent communication with relationship managers, providing updates on clients' positions and transaction progress. Contribute to the quality and efficiency of the bank's trade finance [...]

Kategorie Handel

vor 7 Tagen in JobArch

Senior private banker - middle east - geneva

GenevaFinders SA

...originate and grow high‑value relationships. You will benefit from a supportive environment that prioritises strategic client development, personalised advice, and long‑term relationship management within a stable and ethical culture. Duties to include, but not limited to: • Developing and managing [...]

Kategorie Handel

vor 7 Tagen in JobArch

Wealth planner - financial services

GenevaMichael Page

...ClientA fast-growing External Asset Manager based in Geneva, serving a sophisticated international private client base with independent and tailored investment solutions.Job Description Design and implement holistic wealth and financial planning strategies for HNW and UHNW clients Lead portfolio structuring and optimisation, [...]

Kategorie Handel

vor 14 Tagen in MichaelPage

Compliance officer - cdi

GenevaCollective.work

...support the Front Office (Relationship Managers and Officers) with the preparation of Periodic Reviews in a renowned Geneva-based private bank.The individual will work closely with market representatives as a Know Your Customer Subject Matter Expert (‘KYC SME’) to (i) identify gaps in existing Source of Wealth narratives [...]

Kategorie Ingenieurwesen

vor 23 Tagen in Xtramile

Relationship manager

GenevaMichael Page

...and deepen existing client relationships with a long-term, advisory approach Identify client needs and deliver tailored investment solutions across liquid and alternative asset classes Lead client meetings, investment discussions and portfolio reviews with high credibility Collaborate closely with investment, product and [...]

Kategorie Handel

vor 23 Tagen in MichaelPage

Senior loyalty & crm specialist emea

GENEVALEE

...areas for improvement.CRM (Customer Relationship Management): CRM Roadmap Ownership: Own and evolve the CRM roadmap, identifying new opportunities to enhance customer relationships and drive lifetime value. Champion the strategic use of CRM across marketing, e-commerce, and retail channels to ensure a unified [...]

Kategorie Marketing

vor 23 Tagen in FashionJobs

Account manager - eam desk - spanish speaking

GenevaMichael Page

...private bank in Geneva.Job DescriptionRelationship Management & Business Development Develop, manage, and maintain strong partnerships with External Asset Managers and their clients. Identify growth opportunities and contribute to the expansion of the EAM network through proactive outreach and follow‑up. [...]

Kategorie Marketing

vor 30+ Tagen in MichaelPage

Discretionary portfolio manager - full time

Geneva

...looking for aDiscretionary Portfolio Manager for our Geneva office:Mission:Actively manage discretionary portfolios, with a focus on clients from the Middle East, Eastern Europe and TurkeyOffer discretionary portfolio management services to our relationship managers and private clientsImplement Lombard Odier [...]

Kategorie Handel

vor 30+ Tagen in Jobtic

Equity advisor

Geneva

...structured products and fundsManage relationships with our relationship managers and client portfolio specialists as well as external clientsAssist a dedicated cross-asset advisory team in the active coverage of key EAM (external asset managers) relationshipsContribute to our [...]

Kategorie Marketing

vor 30+ Tagen in Jobtic

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Stellenangebote für Relationship manager in geneva,concise 1 - 10 von 16 (0,001s)

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Documentary credits officer

Senior private banker - middle east - geneva

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Relationship manager

Senior loyalty & crm specialist emea

Account manager - eam desk - spanish speaking

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Equity advisor