Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Private Banking - Germany & Austria(m/w/x)
Full-timeOn-siteExperienced
Zürich
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LGLGT Bank (Schweiz) AG
Assistant Relationship Manager, Asia Desk Switzerland(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client servicing and transactional support for Asia Desk private banking clients. Several years of Swiss private banking experience required. Deputy role for Relationship Managers, handling KYC and administrative tasks.
Requirements
- Several years of Private Banking experience in Switzerland
- Experience as Assistant Relationship Manager or Account Manager
- Strong focus on client servicing and relationship management
- Solid understanding of investment products
- Solid understanding of private banking services
- Solid understanding of financial industry landscape
- Good knowledge of legal and regulatory environment for APAC clients
- Exposure to Asian markets
- Strong appreciation of diverse APAC client needs
- Cultural awareness and sensitivity
- Relevant higher education
- Familiarity with Avaloq
- Collaborative working style
- Service-oriented working style
- Reliable working style
- Ability to work independently
- Ability to manage priorities
- Ability to remain calm in a dynamic environment
Tasks
- Support Relationship Managers in client servicing
- Serve as a deputy for Relationship Managers and Assistant Relationship Managers
- Manage administrative and legal/regulatory aspects of client accounts
- Handle transactional tasks including orders, trades, payments, and maturity monitoring
- Manage Know Your Customer (KYC) matters
- Address client inquiries and liaise with bank specialists
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Fluent
- Chinese – Fluent
Tools & Technologies
- Avaloq
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) 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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LGLGT Bank (Schweiz) AG
Assistant Relationship Manager, Asia Desk Switzerland(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client servicing and transactional support for Asia Desk private banking clients. Several years of Swiss private banking experience required. Deputy role for Relationship Managers, handling KYC and administrative tasks.
Requirements
- Several years of Private Banking experience in Switzerland
- Experience as Assistant Relationship Manager or Account Manager
- Strong focus on client servicing and relationship management
- Solid understanding of investment products
- Solid understanding of private banking services
- Solid understanding of financial industry landscape
- Good knowledge of legal and regulatory environment for APAC clients
- Exposure to Asian markets
- Strong appreciation of diverse APAC client needs
- Cultural awareness and sensitivity
- Relevant higher education
- Familiarity with Avaloq
- Collaborative working style
- Service-oriented working style
- Reliable working style
- Ability to work independently
- Ability to manage priorities
- Ability to remain calm in a dynamic environment
Tasks
- Support Relationship Managers in client servicing
- Serve as a deputy for Relationship Managers and Assistant Relationship Managers
- Manage administrative and legal/regulatory aspects of client accounts
- Handle transactional tasks including orders, trades, payments, and maturity monitoring
- Manage Know Your Customer (KYC) matters
- Address client inquiries and liaise with bank specialists
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Fluent
- Chinese – Fluent
Tools & Technologies
- Avaloq
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
LGT Bank (Schweiz) AG
Industry
FinancialServices
Description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group.
Not a perfect match?
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