דרושים Switzerland, Geneva

Develop and execute business plans in collaboration with the Account Directors, driving all aspects of the partner relationship to maximize growth opportunities and ensuring the partner is well-positioned to deliver...

Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...

Prospect and acquire new clients and assets from Ultra High Net Worth clients, primarily in the Western Region of Saudi Arabia. Maintain and develop an existing book of business with...

Responsible for prospecting and acquiring new clients and new assets from new and existing KSA clients. Maintain and further develop an existing book of business consisting of KSA Ultra High...

Bank-referred opportunities. Your own business development efforts. Existing wealth clients. Collaborate with bankers to identify and prioritize prospects for private wealth management services. Establish credibility and build confidence as a...

Enter data and initiate process, mainly payment transfer inputs. Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Working within a team to execute...

Assist the Senior Advisors with portfolio management and client servicing - both internal and external. Assist the Senior Advisors in the production of investment proposals and client portfolio reviews. Participate...