Wealth Management Jobs

This Senior Private Banker role is with a top-tier International Private Bank that has a strong reputation Globally. They cater to private client needs with a world-class range of investment solutions and products across all asset classes. They also have a big balance sheet and are able to offer mortgages and credit at a competitive rate.

Job Title: Senior Relationship ManagerLocation: Lugano, SwitzerlandJob Overview: An esteemed company in Lugano is on the lookout for an experienced Senior Relationship Manager. This role involves cultivating and managing key client relationships, ensuring high levels of client satisfaction, and spearheading business development initiatives.Primary ...

Respond to client inquiries via email or phone, ensuring issues are resolved to their satisfaction. Report significant client concerns to the Line Manager for prompt and professional resolution.Your Responsibilities:Handle client inquiries and maintain a log of inquiries and complaints.Identify the needs of prospective clients in settlement and cus...

We are currently partnered with a leading private bank committed to maintaining the highest standards of compliance and regulatory adherence. Tasks:Perform due diligence reviews for account openings and client onboardings.Review account opening documentation and client risk classification.Conduct periodic reviews of client accounts.Assist and advis...

My client is a prestige European private bank who is known for good stability and friendly environment. It is now seeking a dynamic and motivated Assistant Relationship Manager (ARM) to join the team. Job Responsibilities:Assist Relationship Managers in managing and growing client portfolios by providing comprehensive support and exceptional servi...