Bank J. Safra Sarasin
Client Relationship Manager Assistant(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
BBBBVA SUIZA
Client Manager(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Administering tailored wealth management accounts and transactions for a global bank. Master's degree in Banking or Finance required. Work in a highly precise, deadline-driven environment.
Anforderungen
- Master Degree in Banking or Finance or equivalent; EFPA advantageous
- Attention to detail and high motivation
- Trusted facilitator, coordinator, reliable partner
- Extreme attention to detail (client/payment data)
- Willingness/ability to work against deadlines with accuracy
- Persuasive social and problem-solving skills
- High service orientation, discipline, quality mindset
- High self-motivation
- Open-mindedness
- Quick learning ability
- Excellent time management
- Reliable team player
- Sense of responsibility
- Adaptability to changing demands
- Ability to work efficiently under pressure
- Ability to manage multiple priorities
- Proficient MS Office knowledge (especially Excel)
- Fluent Spanish and English
- German language advantageous
Aufgaben
- Manage administrative activities within CRM
- Handle client overdrafts and maturity products
- Process fiduciary renewals
- Manage account opening and closing processes
- Execute client transactions
- Conduct investment follow-ups
- Handle client queries independently
- Prepare for client visits and business trips
- Manage pre-processing for client visits and business trips
- Manage post-processing for client visits and business trips
- Independently manage customer administration
- Perform ongoing customer data maintenance
- Provide administrative and client-related support to advisors
- Handle general correspondence
- Execute client orders
- Manage customer payment operations
- Handle customer clarifications
- Process credit line renewals and applications
- Process loan renewals and applications
- Process guarantee renewals and applications
- Process credit card renewals and applications
- Conduct commercial follow-ups and special campaigns
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Spanisch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- MS Office
- Excel
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens BBVA SUIZA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- BBVA SUIZA
Client Onboarding Internship(m/w/x)
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Account Manager Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
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Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
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Vollzeitnur vor OrtSeniorZürich
BBBBVA SUIZA
Client Manager(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Administering tailored wealth management accounts and transactions for a global bank. Master's degree in Banking or Finance required. Work in a highly precise, deadline-driven environment.
Anforderungen
- Master Degree in Banking or Finance or equivalent; EFPA advantageous
- Attention to detail and high motivation
- Trusted facilitator, coordinator, reliable partner
- Extreme attention to detail (client/payment data)
- Willingness/ability to work against deadlines with accuracy
- Persuasive social and problem-solving skills
- High service orientation, discipline, quality mindset
- High self-motivation
- Open-mindedness
- Quick learning ability
- Excellent time management
- Reliable team player
- Sense of responsibility
- Adaptability to changing demands
- Ability to work efficiently under pressure
- Ability to manage multiple priorities
- Proficient MS Office knowledge (especially Excel)
- Fluent Spanish and English
- German language advantageous
Aufgaben
- Manage administrative activities within CRM
- Handle client overdrafts and maturity products
- Process fiduciary renewals
- Manage account opening and closing processes
- Execute client transactions
- Conduct investment follow-ups
- Handle client queries independently
- Prepare for client visits and business trips
- Manage pre-processing for client visits and business trips
- Manage post-processing for client visits and business trips
- Independently manage customer administration
- Perform ongoing customer data maintenance
- Provide administrative and client-related support to advisors
- Handle general correspondence
- Execute client orders
- Manage customer payment operations
- Handle customer clarifications
- Process credit line renewals and applications
- Process loan renewals and applications
- Process guarantee renewals and applications
- Process credit card renewals and applications
- Conduct commercial follow-ups and special campaigns
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Spanisch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- MS Office
- Excel
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens BBVA SUIZA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
BBVA SUIZA
Branche
FinancialServices
Beschreibung
BBVA is a Spanish bank with over 160 years of history, providing tailored wealth management solutions with a global outlook and Swiss precision.
Noch nicht perfekt?
- Bank J. Safra Sarasin
Client Relationship Manager Assistant(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BBVA SUIZA
Client Onboarding Internship(m/w/x)
VollzeitPraktikumnur vor OrtZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich