20 meilleures offres (banking advisor, switzerland) (à pourvoir)

Private Bank, Client Service Associate - emerging market, Geneva
JPMorganChase —Genève, GE
- 100%
- Gestion du personnel
- Anglais
- Compétences en communication
il y a 3 jours
Private Wealth Management, Financial Analyst, Analyst, Geneva
Goldman Sachs —Genève, GE
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Congé parental payé
Team Head, Emerging Markets Documentation Specialists (f/m/x)
Deutsche Bank —Genève, GE
- 100%
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Advisor Philanthropy Services (80-100%)
Lombard Odier & Cie —Genève, GE
- Anglais
- Niveau Master
- Gestion de projet
Investment Banking 2027 Off-Cycle Analyst - Zurich
Bank of America —Zürich, ZH
- Anglais
- Stage
- Leadership
- Congé parental payé
International Private Bank, Associate, Client Advisor, Swiss Market
JPMorganChase —Genève, GE
- 100%
- Anglais
- Sens de l'organisation
- Négociation
il y a 12 jours
Customer Service Specialist (m/f)
Natixis —Zürich, ZH
- Anglais
- Maturité
- Sens de l'organisation
Wealth Management - PWA - Associate/VP - Zurich
Goldman Sachs —Zürich, ZH
- 100%
- Gestion du personnel
- Anglais
- Congé parental payé
Senior Client Manager (m/w/d)
NTT Ltd —Opfikon, ZH
- 100%
- Gestion du personnel
- Service client
- Salesforce
Investment Operations Analyst
JPMorganChase —Genève, GE
- 100%
- Microsoft Excel
- Anglais
- Sens de l'organisation
il y a 4 jours
Corporate Banking Vice President, Aerospace & Defense Europe
Citi —Zürich, ZH
- 100%
- Comptabilité
- Compétences en communication
- Négociation
Strategic Partnerships Development Manager, Platforms and Devices
Google —Zürich, ZH
- 100%
- Gestion du personnel
- Anglais
- Gestion de projet
il y a 10 jours
Investment Banking Associate
Citi —Zürich, ZH
- 100%
- Compétences en communication
M&A Manager 100%
Eraneos Switzerland AG —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Bar
- Anglais
2027 | EMEA | Zurich | Wealth Management, Private Wealth Management | Summer Analyst
Goldman Sachs —Zürich, ZH
- Niveau Licence
- Recrutement
- Stage
il y a 8 jours
Senior Manager Corporate Finance
MoonLake Immunotherapeutics —Zoug, ZG
- 100%
- Gestion du personnel
- Niveau Master
- Esprit d'analyse
Postuler rapidement
il y a 9 jours
Senior Manager, Client Lead
Blockstream —Lugano, TI
- 100%
- Gestion du personnel
- Anglais
- Compétences en communication
Postuler rapidement
Vice President/Director - Treasury Sales Officer - Global Commercial Banking Sales, Global Payments Solutions, Zurich
Bank of America —Zürich, ZH
- 100%
- Gestion du personnel
- Anglais
- Compétences en communication
il y a 13 jours
International Private Bank, Lender LatAm, Executive Director, Geneva
JPMorganChase —Genève, GE
- 100%
- Espagnol
- Gestion du personnel
- Anglais
il y a 2 jours
Trade Finance Solutions Operations Expert
BUNGE —Genève, GE
- Microsoft Word
- Espagnol
- Microsoft Excel
il y a 13 jours

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : banking advisor (switzerland)

En vous connectant à votre compte, vous acceptez les Conditions d'utilisation de SimplyHired et consentez à notre Politique relative aux cookies et Politique de confidentialité.

Afficher des offres d'emploi dans d'autres lieux

banking advisor jobs near switzerland

Banking Associate, Zürich, ZH : emplois

Investment Banking Analyst, Zürich, ZH : emplois

Customer Service Representative, Zürich, ZH : emplois

Investment Analyst, Genf, GE : emplois

Vice President, Zürich, ZH : emplois

Executive Director, Genf, GE : emplois

Research Associate, Stein Ag, AG : emplois

Managing Director Banking, Zürich, ZH : emplois

Director Of Operations, Zug, ZG : emplois

Operations Associate, Zürich, ZH : emplois

Operations Associate, Thalwil, ZH : emplois

Operations Associate, Glattbrugg, ZH : emplois

Operations Associate, Zumikon, ZH : emplois

Banking, Thun, BE : emplois

Credit Analyst, Zoug, ZG : emplois

Business Strategy Private Banking, Zürich, ZH : emplois

Customer Service Representative, Lenzburg, AG : emplois

Service, Kellner, Scuol, GR : emplois

Customer Service Representative, Flughafen Zürich, ZH : emplois

Station Service, Payerne, VD : emplois

Private Bank, Client Service Associate - emerging market, Geneva

JPMorganChase -
Genève, GE

Soumettre votre candidature

Détails de l'emploi

100% | Temps de travail : 90-100%
Il y a 3 jours

Avantages

Logement

Qualifications

Français
Gestion du personnel
CSS
Anglais
Gestion de la relation client
Compétences en communication
Gestion du temps

Description complète du poste

JOB DESCRIPTION

A Private Banking Client Service Specialist is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products

Each CSS works is regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address)

A CSS will be expected to contribute to the overall success of the group in proportion to his/her experience, and each CSS will be evaluated relative to their peer group.

Job responsibilities:

Provide high quality service to Private Banking clients
Maintain client confidentiality at all times
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client
Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Participate in special projects as assigned by Team Manager
Coordinate and follow through on client requests for products and services

Required qualifications, capabilities and skills

English and French fluent
Strong relationship management skills
Strong communication and time management skills
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment
Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
Effective communication, judgement, problem-solving and client relationship skills
Business degree education or equivalent financial qualifications
Previous experience in a similar role within the Financial services and/or Banking industry

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Soumettre votre candidature

Affinez votre recherche

banking advisor emplois - switzerland

Private Bank, Client Service Associate - emerging market, Geneva

Private Wealth Management, Financial Analyst, Analyst, Geneva

Team Head, Emerging Markets Documentation Specialists (f/m/x)

Senior Advisor Philanthropy Services (80-100%)

Investment Banking 2027 Off-Cycle Analyst - Zurich

International Private Bank, Associate, Client Advisor, Swiss Market

Customer Service Specialist (m/f)

Wealth Management - PWA - Associate/VP - Zurich

Senior Client Manager (m/w/d)

Investment Operations Analyst

Corporate Banking Vice President, Aerospace & Defense Europe

Strategic Partnerships Development Manager, Platforms and Devices

Investment Banking Associate

M&A Manager 100%

2027 | EMEA | Zurich | Wealth Management, Private Wealth Management | Summer Analyst

Senior Manager Corporate Finance

Senior Manager, Client Lead

Vice President/Director - Treasury Sales Officer - Global Commercial Banking Sales, Global Payments Solutions, Zurich

International Private Bank, Lender LatAm, Executive Director, Geneva

Trade Finance Solutions Operations Expert

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : banking advisor (switzerland)

Related Searches

Afficher des offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact