Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Full-timeOn-siteSenior
Genf
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BVBVZH Bank Vontobel AG
Client Associate(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Administering client account openings, cash management, and stock orders at family-owned private bank. Fluency in French and English required. Agile work environment, modern tech setup.
Requirements
- Previous experience in similar banking position
- Fluency in French and English
- Effective communication skills
- German language skills (advantageous)
- Strong teamwork and client service interest
- Understanding of financial products and markets
- Excellent IT and MS Office skills
- Talented and good fit for role
- Enthusiasm for the role
Tasks
- Manage and support a client portfolio
- Prioritize client needs in all interactions
- Administer client account openings and closings
- Handle cash management and transfers
- Process stock exchange orders and monitor executions
- Manage fiduciary deposit renewals
- Monitor risk and compliance indicators
- Anticipate potential risks through accurate oversight
- Guide relationship managers on KYC matters
- Organize client meetings
- Prepare investment proposals
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- French – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- MS Office
Benefits
Parking & Commuter Benefits
- Top Geneva location
Modern Equipment
- Latest technology
Startup Environment
- Agile work environment
Informal Culture
- Flat hierarchy
- Collaboration on all levels
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel 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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BVBVZH Bank Vontobel AG
Client Associate(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Administering client account openings, cash management, and stock orders at family-owned private bank. Fluency in French and English required. Agile work environment, modern tech setup.
Requirements
- Previous experience in similar banking position
- Fluency in French and English
- Effective communication skills
- German language skills (advantageous)
- Strong teamwork and client service interest
- Understanding of financial products and markets
- Excellent IT and MS Office skills
- Talented and good fit for role
- Enthusiasm for the role
Tasks
- Manage and support a client portfolio
- Prioritize client needs in all interactions
- Administer client account openings and closings
- Handle cash management and transfers
- Process stock exchange orders and monitor executions
- Manage fiduciary deposit renewals
- Monitor risk and compliance indicators
- Anticipate potential risks through accurate oversight
- Guide relationship managers on KYC matters
- Organize client meetings
- Prepare investment proposals
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- French – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- MS Office
Benefits
Parking & Commuter Benefits
- Top Geneva location
Modern Equipment
- Latest technology
Startup Environment
- Agile work environment
Informal Culture
- Flat hierarchy
- Collaboration on all levels
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel 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
BVZH Bank Vontobel AG
Industry
FinancialServices
Description
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
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