0877 Deutsche Bank (Suisse) SA
Account Manager(m/w/x)
Full-timeWith HomeofficeExperienced
Genf
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RORothschild & Co Bank AG
Assistant Private Clients(m/w/x)
Genf
Full-timeWith Home OfficeExperienced
Nejo AI Summary
Supporting two client advisers with private wealth management at global financial services group, coordinating with Geneva and Zurich departments. 3 years relevant banking experience and perfect English/French required; Private Banking certificate a plus. 40% remote work, healthcare services, wellbeing support.
Requirements
- Commercial, High School degree, or bank apprenticeship
- Certificate in Private Banking as a plus
- Perfect spoken and written English and French
- Strong command of MS Office, Excel, Powerpoint
- Minimum 3 years relevant banking experience
- Understanding of investment and financial markets
- Strong written and oral communication skills
- Avaloq experience as a strong advantage
- Flexibility, positive attitude, and teamwork skills
- Reliability, accuracy, autonomy, and ownership
Tasks
- Support two Client Advisers and their clients
- Coordinate with internal departments in Geneva and Zurich
- Prepare documentation for client and prospect visits
- Process and monitor client account openings
- Support managers with KYC compliance matters
- Execute and monitor transactions, trades, and payments
- Respond to client requests and provide information
- Manage schedules for deposits and loan maturities
- Assist with preparing investment proposals
- Support marketing efforts for prospective clients
- Organize business travel and process expense reports
- Coordinate with other assistants and provide monthly reports
Education
- High school diploma
Languages
- English – Native
- French – Native
Tools & Technologies
- MS Office
- Excel
- Powerpoint
- Avaloq
Benefits
Startup Environment
- Agile working principles
Flexible Working
- Flexible work approach
- 40% remote work
Healthcare & Fitness
- Healthcare services and benefits
Mental Health Support
- Wellbeing support
Learning & Development
- Inhouse trainings
Additional Allowances
- Tuition assistance
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co Bank AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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RORothschild & Co Bank AG
Assistant Private Clients(m/w/x)
Genf
Full-timeWith Home OfficeExperienced
Nejo AI Summary
Supporting two client advisers with private wealth management at global financial services group, coordinating with Geneva and Zurich departments. 3 years relevant banking experience and perfect English/French required; Private Banking certificate a plus. 40% remote work, healthcare services, wellbeing support.
Requirements
- Commercial, High School degree, or bank apprenticeship
- Certificate in Private Banking as a plus
- Perfect spoken and written English and French
- Strong command of MS Office, Excel, Powerpoint
- Minimum 3 years relevant banking experience
- Understanding of investment and financial markets
- Strong written and oral communication skills
- Avaloq experience as a strong advantage
- Flexibility, positive attitude, and teamwork skills
- Reliability, accuracy, autonomy, and ownership
Tasks
- Support two Client Advisers and their clients
- Coordinate with internal departments in Geneva and Zurich
- Prepare documentation for client and prospect visits
- Process and monitor client account openings
- Support managers with KYC compliance matters
- Execute and monitor transactions, trades, and payments
- Respond to client requests and provide information
- Manage schedules for deposits and loan maturities
- Assist with preparing investment proposals
- Support marketing efforts for prospective clients
- Organize business travel and process expense reports
- Coordinate with other assistants and provide monthly reports
Education
- High school diploma
Languages
- English – Native
- French – Native
Tools & Technologies
- MS Office
- Excel
- Powerpoint
- Avaloq
Benefits
Startup Environment
- Agile working principles
Flexible Working
- Flexible work approach
- 40% remote work
Healthcare & Fitness
- Healthcare services and benefits
Mental Health Support
- Wellbeing support
Learning & Development
- Inhouse trainings
Additional Allowances
- Tuition assistance
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co Bank AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Rothschild & Co Bank AG
Industry
FinancialServices
Description
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
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