Executive Assistant to Regional Manager – Geneva Based recruitment
In this demanding position you will be responsible for an array of activities to support the relationship managers and the expanding team.Main responsibilities include:handling phone calls and correspondence with clientscompleting account openingsconducting due diligence and solving compliance issuespreparing customer visitsliaising with securities administration, operations and other internal unitshandling general administrative tasks The successful candidate has at least 5-7 years of experience in Private Banking and has a good understanding of financial jargon. We are looking for proactive Read more […]
German speaking Business / Data Analyst recruitment
IMIS is responsible for the cross-divisional client performance reporting (e.g. revenues, Net New Money, Invested Assets) at the bank IMIS strives also to support the Regional MI initiative. As part of a team of 4 people you will be responsible for the following:Support go-live and production of IMIS release 2.1: • Data analysis and verification • Client static data management (e.g. maintain master list, product catalogue) • Report recipient support, exception handling, quality check, sign-off and closing letter • Define, implement test report layout and business rule changes Support Read more […]
Compliance Officer | Switz Based recruitment
My client is a top-tier Swiss bank currently looking for a high-calibre compliance specialist with 3-7 years experience. As a well established name, the client offers an excellent opportunity to join their expanding team. As a successful candidate you should have a focus on general compliance in private banking and be senior enough to be a sound decision-maker. The ability to speak both German and English is vital as well as a Swiss Law degree.This is an excellent opportunity to join an organization where you will be part of an entrepreneurial and idea driven team. You should be fully qualified Read more […]
Junior Client Advisor Strukturierte Produkte recruitment
Mit unseren innovativen Produkten und umfassenden Dienstleistungen haben wir uns auf dem Markt als unabhängiger Lösungsanbieter für institutionelle Kunden in den Bereichen Beratung bei der Auflegung und Emission von Strukturierten Produkten, Verwaltung von Anlagefonds und Mandaten im Rohstoffsektor, Analyse der globalen Rohstoffmärkte sowie Beratung bei der strategischen Asset Allokation von Rohstoffen und Rohstoffderivaten spezialisiert. Dabei steht der Kunde im Mittelpunkt.Junior Client Advisor Strukturierte ProdukteWas sind meine Aufgaben?Sie beraten unsere Kunden und lösen Problemstellungen Read more […]
Junior Portfolio Manager Fixed Income recruitment
Ihr ProfilHochschulabschluss (Universität, ETH) mit Vertiefung in Finance/MakroökonomieSehr gute theoretische und praktische Kenntnisse moderner Instrumente im Bereich Fixed IncomeVertiefte Informatik- und Programmierkenntnisse (v.a. VBA/Excel)Gute Kenntnisse des CHF Kapitalmarktes und der internationalen Kapitalmärkte1-3 Jahre Erfahrung im PortfoliomanagementSehr gute analytisch-konzeptionelle Fähigkeiten und Freude am ProblemlösenAusgeprägtes unternehmerisches DenkenZielorientierung, Leistungswille und Leidenschaft für das aktive Fixed Income Portfoliomanagement Ihr KontaktWir freuen Read more […]
Wealth Planne/Tax Advisor UK Market recruitment
Our client, a prestigious private bank in the heart of Zurich, is currently seeking a wealth planner to join its team.The successful applicant will be responsible for the provision of wealth and tax planning solutions to private clients. The role involves working closely with relationship managers and the existing team of wealth and tax planning advisors in Zurich.The candidate will have a law and/or tax related degree. An Anglo Saxon qualification is preferable. STEP / CFP qualifications are advantageous. You will be able to demonstrate a successful track record in a similar role and will have Read more […]
Senior Investment Advisor – Cross Asset – Private Bank – Geneva recruitment
Responsibilities:- Tailor-make portfolio’s to individual clients needs.- Advise clients on an array of portfolio’s to maximise returns on investments.- A point of contact for Financial product advise.Requirements:- 8+ years experience- Cross-Asset knowledge within the investment advisory space with particular know-how within Fixed Income.- Knowledge of Investment Advisory within private banking is a plus.For the Senior Investment Advisor role, apply now or send your CV into privatebanking@carter-blake.com, or you can call us on +44 (0) 203 617 9020 for a confidential conversation. Read more […]
Private Banker – European/Swiss clients – Zurich recruitment
Private Banker – European/Swiss clients – ZurichRef: 30692emmanuel.auperin@ap-executive.comDL: +41 44 214 66 21An international private bank with an outstanding reputation is now seeking a private banker to join its teams based in Zurich. This is a rare opportunity to join a first-class provider that would suit a well connected banker willing to make a career move.Suitable applicants will have a background in establishing strong and lasting relationships with HNW private clients combined with an excellent proven track record in new client acquisition. Fluent English is essential and German is advantageous.The Read more […]
Senior Private Banker – LatAm / Iberia recruitment
Operating in over 35 locations throughout the world, this name is synonymous with security and excellence. They are looking to add a Senior Relationship Manager/Private Banker to their already thriving Latin America/Iberia desk. There is the potential to be based in either Zurich or Geneva. At Albert Cliff, we are fully aware of the difficulty in promoting a new bank to overseas clientele; quite simply, this name sells itself – such is its unparalleled reputation in today’s market. Reporting to the Global Head of Emerging Markets, and leveraging from an exceptional brand name, this person Read more […]
Relationship Manager; LATAM coverage; URGENT HIRE (p) – based in Geneva – Switzerland recruitment
My client offers a leading platform and In this role you would be responsible for managing HNW and UHNW clients from the LATAM region. My client is open to the area of coverage in Latin America and strong knowledge of the area is key if you are to be successful in this position. My client is very experienced in the LATAM market but is also looking to further develop this area and is constantly growing, becoming more focused and building specific teams within the LATAM market. They are looking for a private banker who is willing to inherit a portfolio and that shows potential to grow this book, Read more […]