Middle Officer – Wealth Management H/F - Geneva, Schweiz - Indosuez Wealth Management

Middle Officer – Wealth Management H/F

Gefunden in: Talent CH C2 - vor 1 Tag

Missions · Le « Middle Officer – Wealth Management» est en charge de la réalisation de traitements & de contrôles liés à la clientèle de la Banque Privée. · Traitement des entrées de fonds, CCP, remises des chèques ; · Traitement des titres sans valeur et nominatifs ; · Suivi des ...

Wealth Manager

Gefunden in: Talent CH C2 - vor 2 Tagen

Financial Planner - Switzerland · Location: Geneva, Switzerland · Type: Full Time · A prestigious financial advisory firm with a global presence and nearly 15 years of establishment in Geneva, Switzerland, is seeking a Financial Planner. The firm is renowned for its exceptional a ...

Private Wealth Management

Gefunden in: Talent CH C2 - vor 4 Tagen

DIVISIONS AND JOB FUNCTIONS · Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and impl ...

Consultant Wealth and Asset Management

Gefunden in: One Red Cent EUR eFC C2 - vor 4 Stunden

ABOUT CAPCO · Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transform ...

Consultant Wealth and Asset Management

Gefunden in: Talent CH C2 - vor 6 Tagen

Consultant Wealth and Asset Management · at Capco Switzerland - Geneva ABOUT CAPCO · Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients c ...

Junior Trust Officer, Wealth Management, Geneva

Gefunden in: Talent CH C2 - vor 5 Tagen

Our client, a highly regarded, international trust and fiduciary group is seeking to recruit a junior trust and company administrator position for its wealth management team in Geneva. · In this role you will administer a portfolio of trust and company entities, prepare the prese ...

Junior Trust Officer, Wealth Management, Geneva

Gefunden in: Talent CH C2 - vor 5 Tagen

Our client, a highly regarded, international trust and fiduciary group is seeking to recruit a junior trust and company administrator position for its wealth management team in Geneva. · In this role you will administer a portfolio of trust and company entities, prepare the prese ...

Relationship Manager 100%

Gefunden in: JobUp CH C2 - vor 5 Tagen

Pour l'un de nos clients, nous sommes à la recherche d'un(e) Relationship Manager ou d'une équipe de Relationship Managers en contrat permanent à 100% et basé(e) à Genève. La ou le collaborateur(trice) participera au lancement et au développement de l'entité genevoise. · Relatio ...

Business Risk Manager

Gefunden in: JobUp CH C2 - vor 3 Tagen

For our client, a private bank based in Geneva, we are looking for a : · Business Risk Manager - LATAM · Wealth Management Business Risk Managers play a key role within Wealth Management first line of defense. Reporting to the Head of WM, BRMs are the internal referent, for one o ...

VIE Data Analyst

Gefunden in: Talent CH C2 - vor 6 Tagen

Description du poste · Au sein du Département Business Development & Business Control de notre Division Wealth Management, vous serez en charge des missions suivantes : · Analyser les données clients (qualitatives & quantitatives) dans lapproche commerciale ; · Contribuer à la s ...

Wholesale Sales, Switzerland

Gefunden in: One Red Cent EUR eFC C2 - vor 4 Stunden

Responsibilities: · Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland · Strategize and map the investor landscape · Understand competitor offerings ...

Compliance Consultant

Gefunden in: One Red Cent EUR eFC C2 - vor 4 Stunden

Joining Capco means joining an organisation that is committed to an inclusive working environment where you're encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It's important to us that w ...

Project Manager Compliance

Gefunden in: One Red Cent EUR eFC C2 - vor 4 Stunden

ABOUT CAPCO · Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transform ...

Junior Portfolio Manager FR

Gefunden in: Talent CH A C2 - vor 5 Tagen

Integration within the Wealth Management department; · Participating in client meetings with a Senior Portfolio Manager; · Explaining the investment proposals, the investment outlook & portfolio management strategy, the cooperation with external custodians; · Understanding and re ...

VIE – Chef de projets « Organisation » H/F

Gefunden in: Talent CH C2 - vor 2 Tagen

Description du poste · Le VIE Chef de Projet Orga/MOA assiste le chef de projet dans la conduite des projets stratégiques Groupe Indosuez Wealth Management et/ou locaux de la banque (siège et entités). Il contribue aux objectifs du projet tant en termes de contenu, de planning, ...

Business Analyst

Gefunden in: Talent CH A C2 - vor 4 Tagen

· Requirement Analysis: Work closely with stakeholders to gather, document, and analyze business requirements related to wealth management operations. Identify gaps, inefficiencies, and areas for improvement in existing processes and systems. · Process Improvement: Evaluate curr ...

Junior Tax Advisory Assistant

Gefunden in: Talent CH A C2 - vor 5 Tagen

To assist the Head of Wealth Solutions with: · 1. Tax Planning and Strategy: · Develop and implement effective tax planning strategies for private banking clients to optimise financial outcomes. · Stay abreast of changes in tax laws and regulations to ensure compliance and provid ...

Compliance Officer – Sécurité Financière

Gefunden in: Talent CH C2 - vor 3 Stunden

Description du poste · Dans le cadre de nos activités Wealth Management, nous recherchons au sein de léquipe Sécurité Financière Monitoring des Transactions, un Compliance Officer en charge : · De traiter les alertes générées par loutil de filtrage sanctions des transactions (Fi ...

VIE Data Analyst

Gefunden in: Talent CH C2 - vor 6 Tagen

Missions · Au sein du Département Business Development & Business Control de notre Division Wealth Management, vous serez en charge des missions suivantes : · Analyser les données clients (qualitatives & quantitatives) dans l'approche commerciale ; · Contribuer à la segmentation ...

Private Banker Assistant

Gefunden in: Jobs Search CH C2 - vor 4 Tagen

A career at the Lombard Odier Group is something to be proud of. · Our mission is to protect and grow our clients' wealth - but not by any means necessary. · Sustainability is at the heart of everything we do and we treat our clients' wealth as if it were our own. · We protect ou ...