12 beste Stellen als client documentation specialist in genf ge – aktuell auf Personalsuche

Relationship Manager, Director (Mexico)
Deutsche Bank —Genf, GE
- 100%
- Spanisch
- Microsoft Excel
- Englisch
Stagiaire support distribution de fonds H/F
Indosuez Wealth Management —Genf, GE
- Microsoft Powerpoint
- Microsoft Excel
- Schreibfähigkeiten
Business Analyste technique Français-Allemand
Ansam Group —Genf, GE
- Hybrides Arbeiten
- Englisch
- SQL
Stagiaire Client Service Officer (Assistant.e de Gestion) - Zone Europe & Switzerland (12 mois) H/F
Indosuez Wealth Management —Genf, GE
- Englisch
- Microsoft Office
- Bachelor
Senior Commercial Real Estate Manager
JM Immo Real Estate & Property Management SA —Genf, GE
- CHF 10’000 - CHF 18’000 pro Monat
- Management-Erfahrung
- Vor Ort
- Führungserfahrung
- Aufstiegsmöglichkeiten
- Empfehlungsprogramm
Direkt bewerben
Investment Content Designer (Temporary 12 months)
UNION BANCAIRE PRIVÉE, UBP SA —Genf, GE
- 100%
- Microsoft Outlook
- Englisch
ServiceNow Architect/Solution Designer MW
Sword Technologies SA —Eysins, VD
- CHF 120’000 - CHF 140’000 pro Jahr
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
- Englisch
- Analysefähigkeit
Direkt bewerben
Technicien support N1 (H/F)
Cheops Technology Switzerland —Plan-les-Ouates, GE
- 100%
- Englisch
- Windows
- SharePoint
Direkt bewerben
Ingénieur système Microsoft N3 (H/F)
Cheops Technology —Plan-les-Ouates, GE
- CHF 100’000 - CHF 120’000 pro Jahr
- 100%
- Windows
- SharePoint
Direkt bewerben
Ingénieur système Microsoft N2 (H/F)
Cheops Technology —Plan-les-Ouates, GE
- CHF 85’000 - CHF 100’000 pro Jahr
- 100%
- Windows
- Python
Direkt bewerben
Ingénieur N2 NOC (H/F)
Cheops Technology —Plan-les-Ouates, GE
- CHF 85’000 - CHF 100’000 pro Jahr
- 100%
- Python
Direkt bewerben
8 Tage
Ingénieur·e Cloud (80-100%)
Ansam Group —Genf, GE
- Teilzeit
- Hybrides Arbeiten
- Englisch
- Windows
- SharePoint
- Homeoffice-Möglichkeit

Related jobs to explore

Based on your search for client documentation specialist

Security Certification Specialist
ID Quantique —Genf, GE
You will work closely with Engineering and R&D teams to identify required system modifications and coordinate remediation activities, while ensuring consistency…
Legal & Corporate Governance Specialist
Ad Terra —Genf, GE
Assist in preparing contractual sections of bids in coordination with operational teams. Assist with insurance documentation coordination.
Direkt bewerben

Ich möchte aktuelle Job-E-Mails für Stellen als client documentation specialist in genf ge erhalten

Wenn Sie sich bei Ihrem Konto anmelden, stimmen Sie den Nutzungsbedingungen, den Richtlinien zur Verwendung von Cookies sowie der Datenschutzerklärung von SimplyHired zu.

Weitere Job-Standorte erkunden

client documentation specialist jobs near genf ge

Jobs als Business Analyst in Genf, GE

Jobs als Technicien En Informatique in Lausanne, Vd

Jobs als Technicien En Informatique in Genf, Ge

Jobs als Informatique in Neuchâtel, Ne

Jobs als Technicien Travaux in Genf, Ge

Jobs als Ingénieur Système Windows in Genève, Ge

Jobs als Ingénieur in Vallorbe, Vd

Jobs als Ingénieur Environnement in Genf, Ge

Jobs als Ingénieur Système Windows in Lausanne, Vd

Jobs als Stage Stagiaire in Lausanne, Vd

Jobs als Avocat Stagiaire in Geneva, Ge

Jobs als Director Of Engineering in Zürich, Zh

Jobs als Art Director in Ginevra, Ge

Jobs als Managing Director in Zürich, Zh

Jobs als Managing Director in Geneva, Ge

Jobs als Managing Director in Zug, Zg

Jobs als Support Technique in Genève, Ge

Jobs als Support Technique in Lausanne, Vd

Jobs als It Support in Bülach, Zh

Jobs als Service Technique in Martigny, Vs

Relationship Manager, Director (Mexico)

Deutsche Bank -
Genf, GE

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%

Qualifikationen

Investment
Spanisch
Microsoft Excel
Mehrsprachig
Englisch
Master
Betriebswirtschaftslehre
Kommunikationsfähigkeit

Vollständige Stellenbeschreibung

Job Description:

Relationship Manager, Director (Mexico)

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

The Relationship Manager is a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client. The individual is responsible for acquiring new clients - which are in line with the business proposition of the bank - and assets as well as grow existing business relationships, assuring a holistic and high-standard client experience.

Responsibilities

Develop, manage and maintain overall relationship with the client, providing a holistic client experience
Develop new business with new and existing clients, spending a great proportion of time focused on bringing in new clients and new assets, building and sustaining long-term relationships
Act as the Accountable Client Owner with responsibility for all AFC/AML aspects of the client relationship this includes KYC in good quality and in a timely manner (no overdues, no last minute) as well as account behaviour, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behaviour of the account(s).
Work as a team with the Investment Manager and Account Manager (and the Product Specialist where appropriate) to build deeper client relationships / involve in origination
Proactively identifying client lending / financing needs proposing tailored solutions, involving lending specialists to further develop the opportunity
Perform continuous market analysis to identify potential client leads and opportunities
Interact with internal stakeholders for escalations/AML/DCO/Rep risk aspects, building business cases for client introduction/discount approvals, pricing negotiation and approval process, with the support of the Team Head
Partner up with Account Manager for day-to-day execution and maintenance of accounts, including transfer requests, loan renewals, documentation remediation
Embrace DB best capabilities and best practices to maximize client onboarding opportunities and to develop opportunities for existing clients (OBS, IB)
Identify cross-selling and upselling opportunities
Be up to date with house CIO views to enhance discussions with clients/prospects and exploit client’s needs/business opportunities
Actively support the business / growth strategy, plans and values, contributing to the achievement of a high performing team
Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct flagging and managing reputational risks and conflicts issues

Skills

Solid network of clients in the Mexico market is required, specifically in the Wealth Management sector
Bilingual (written and oral) in English and Spanish
Detail orientation on both strategy and execution
Excellent communication skills
Excellent collaboration skills
Superior investment acumen
Have a good understanding of the governing regulatory framework (e.g. AML, AFC, CDB, MiFID II, FINSA, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.
Professional integrity
CFA, MBA degree or other advanced degree is a plus. CWMA competition will be requested within the first year in the position.

Well-being & Benefits

Emotionally and mentally balanced

We support you in maintaining good mental health. Benefit from initiatives such as training events, counselling and support in difficult life situations and a culture where you can openly speak about mental health. Reach out to our Employee Assistance Programme or Mental Health First Aiders (MHFA).

Physically thriving
We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. We offer online yoga classes, standing desks, and promote healthier ways of working via LearningHUB and wellbeing initiatives.

Socially connected
We strongly believe in collaboration, inclusion and feeling connected to open new perspectives and strengthen our self-confidence and well-being. Our local benefits vary from different types of leave, and a hybrid working model.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Jetzt bewerben

Erweiterte Suche

client documentation specialist Jobs in genf ge

Relationship Manager, Director (Mexico)

Stagiaire support distribution de fonds H/F

Business Analyste technique Français-Allemand

Stagiaire Client Service Officer (Assistant.e de Gestion) - Zone Europe & Switzerland (12 mois) H/F

Senior Commercial Real Estate Manager

Investment Content Designer (Temporary 12 months)

ServiceNow Architect/Solution Designer MW

Technicien support N1 (H/F)

Ingénieur système Microsoft N3 (H/F)

Ingénieur système Microsoft N2 (H/F)

Ingénieur N2 NOC (H/F)

Ingénieur·e Cloud (80-100%)

Related jobs to explore

Ich möchte aktuelle Job-E-Mails für Stellen als client documentation specialist in genf ge erhalten

Related Searches

Weitere Job-Standorte erkunden

Job Description:

Tools für Jobsuchende

Arbeitgebertools

Durchsuchen

Bleiben Sie in Kontakt