Banque Internationale à Luxembourg (Suisse) SA
Senior Client Service Officer(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
DEDeutsche Bank (Suisse) SA
Client Service Executive(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Daily client contact for deposit, FX, and loan maturities at global financial institution. Client coverage and banking systems experience required. Health and wellness support programs.
Anforderungen
- Proficient English and Turkish
- Advantageous languages from Emerging Europe (e.g., Hebrew, Russian, Ukrainian, Greek)
- Proficiency in Microsoft Word, Excel, Power Point, and Outlook
- Experience with Avaloq product suite and banking systems
- Client coverage/front office experience
- Managing client expectations and delivering positive outcomes
- Experience with emerging markets clients and professional service providers
- Good organizational skills
- Ability to prioritize workflow
- Flexibility and ability to handle multiple tasks
- Problem solving skills
- Time management skills
- Banking client facing experience
- Liaison with clients from Emerging Europe, specifically Turkiye
- Higher education
- Advantageous additional finance qualifications/trainings
- Advantageous experience managing and training junior account managers
Aufgaben
- Serve as day-to-day client contact
- Confirm client instructions
- Prepare client documentation, forms, and agreements
- Manage daily maturities for deposits, foreign exchange, options, bonds, and loans
- Handle cash management of account balances
- Process outgoing and incoming transfers
- Identify business opportunities to support financial targets
- Attract new clients using product and service offerings
- Execute and book financial transactions including bonds, equities, foreign exchanges, options, structured products, and alternative investments
- Coordinate workflow between First and Second Lines of Defense
- Share knowledge and collaborate within the business area
- Identify and improve internal processes and documentation
- Assist with account openings and periodic reviews
- Apply KYC policies and procedures
- Follow up on outstanding client documentation
- Ensure business compliance with cross-border rules and regulations
- Manage client inquiries by interacting with clients and internal teams
- Prepare and organize business trips, client events, and marketing initiatives
- Perform general administration of accounts
- Follow up on back-office corrections
- Comply with Swiss and internal rules and regulations
- Adhere to compliance standards
Berufserfahrung
- 5 - 7 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Türkisch – fließend
- Hebräisch – Grundkenntnisse
- Russisch – Grundkenntnisse
- Ukrainisch – Grundkenntnisse
- Griechisch – Grundkenntnisse
Tools & Technologien
- Microsoft Word
- Excel
- Power Point
- Outlook
- Avaloq
Benefits
Mentale Gesundheitsförderung
- Support for life crises
- Support for illness stability
- Mental health support
- Social connection support
Gesundheits- & Fitnessangebote
- Support for physical health
- Preventive health measures
Sonstige Vorteile
- Supportive workplace
- Inclusion focus
- Support for personal financial goals
- Support for future financial goals
Startup-Atmosphäre
- Collaboration focus
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank (Suisse) SA 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?
- Apex Group
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DEDeutsche Bank (Suisse) SA
Client Service Executive(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Daily client contact for deposit, FX, and loan maturities at global financial institution. Client coverage and banking systems experience required. Health and wellness support programs.
Anforderungen
- Proficient English and Turkish
- Advantageous languages from Emerging Europe (e.g., Hebrew, Russian, Ukrainian, Greek)
- Proficiency in Microsoft Word, Excel, Power Point, and Outlook
- Experience with Avaloq product suite and banking systems
- Client coverage/front office experience
- Managing client expectations and delivering positive outcomes
- Experience with emerging markets clients and professional service providers
- Good organizational skills
- Ability to prioritize workflow
- Flexibility and ability to handle multiple tasks
- Problem solving skills
- Time management skills
- Banking client facing experience
- Liaison with clients from Emerging Europe, specifically Turkiye
- Higher education
- Advantageous additional finance qualifications/trainings
- Advantageous experience managing and training junior account managers
Aufgaben
- Serve as day-to-day client contact
- Confirm client instructions
- Prepare client documentation, forms, and agreements
- Manage daily maturities for deposits, foreign exchange, options, bonds, and loans
- Handle cash management of account balances
- Process outgoing and incoming transfers
- Identify business opportunities to support financial targets
- Attract new clients using product and service offerings
- Execute and book financial transactions including bonds, equities, foreign exchanges, options, structured products, and alternative investments
- Coordinate workflow between First and Second Lines of Defense
- Share knowledge and collaborate within the business area
- Identify and improve internal processes and documentation
- Assist with account openings and periodic reviews
- Apply KYC policies and procedures
- Follow up on outstanding client documentation
- Ensure business compliance with cross-border rules and regulations
- Manage client inquiries by interacting with clients and internal teams
- Prepare and organize business trips, client events, and marketing initiatives
- Perform general administration of accounts
- Follow up on back-office corrections
- Comply with Swiss and internal rules and regulations
- Adhere to compliance standards
Berufserfahrung
- 5 - 7 Jahre
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Türkisch – fließend
- Hebräisch – Grundkenntnisse
- Russisch – Grundkenntnisse
- Ukrainisch – Grundkenntnisse
- Griechisch – Grundkenntnisse
Tools & Technologien
- Microsoft Word
- Excel
- Power Point
- Outlook
- Avaloq
Benefits
Mentale Gesundheitsförderung
- Support for life crises
- Support for illness stability
- Mental health support
- Social connection support
Gesundheits- & Fitnessangebote
- Support for physical health
- Preventive health measures
Sonstige Vorteile
- Supportive workplace
- Inclusion focus
- Support for personal financial goals
- Support for future financial goals
Startup-Atmosphäre
- Collaboration focus
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank (Suisse) SA 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
Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
Noch nicht perfekt?
- Banque Internationale à Luxembourg (Suisse) SA
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Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - 2050 Rothschild & Co Bank AG
Assistant (Client Executive)(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich