20 beste Stellen als asset management in lugano ti – aktuell auf Personalsuche

Assistant Relationship Manager Intermediaries 100% (f/m/d)
Julius Baer —Lugano, TI
- 100%
- Englisch
- Microsoft Office
- Kommunikationsfähigkeit
14 Tage
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Ospedale Regionale di Bellinzona e Valli —Bellinzona, TI
- 100%
- Microsoft Excel
- Englisch
- Rechnungswesen
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Fincons Group —Lugano, TI
- 100%
- Microsoft Powerpoint
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Selection 4.0 —Lugano, TI
- Homeoffice
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- Englisch
- Master
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Blockstream —Lugano, TI
- 100%
- Englisch
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- Organisationstalent
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EPM OneStream Developer/Business Data Analyst
EFG International —Lugano, TI
- Microsoft Powerpoint
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- Datenanalyse
Accounts Payable & Accounting Specialist
Fincons Group —Lugano, TI
- 100%
- Microsoft Excel
- Englisch
- Analysefähigkeit
Direkt bewerben
Senior Manager, Client Lead
Blockstream —Lugano, TI
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
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Regional Emergency Solutions Specialist
JAS Worldwide —Novazzano, TI
- 100%
- Schreibfähigkeiten
- Englisch
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Media & Social Commerce Specialist (1-year temp)
VF Corporation —Stabio, TI
- 100%
- Management-Erfahrung
- Englisch
- Projektmanagement
Direkt bewerben
2 Tage
Test Engineer (MicroFocus QC)
Fincons Group —Lugano, TI
- 100%
- Informatik
- Management-Erfahrung
- Englisch
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Senior Product Manager, Enterprise
Blockstream —Lugano, TI
- 100%
- Englisch
- Kommunikationsfähigkeit
Direkt bewerben
13 Tage
Specialist, Trade Marketing (1 Year Temporary)
Altra —Stabio, TI
- 100%
- Management-Erfahrung
- Projektmanagement
- Marketing
Direkt bewerben
9 Tage
Frontend Software Engineer (100% Remote)
Tether Operations Limited —Lugano, TI
- 100%
- Homeoffice
- Management-Erfahrung
- Englisch
- Windows
Senior IT Project Manager
Avaloq —Bioggio, TI
- 100%
- Hybrides Arbeiten
- PMP
- Englisch
- Projektmanagement
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2 Tage
Senior Project Manager, PaaS & Cloud Automation
Avaloq —Bioggio, TI
- 100%
- Hybrides Arbeiten
- Englisch
- Projektmanagement
- Bachelor
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13 Tage
Senior Manager Performance Marketing
TNF —Stabio, TI
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
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Senior Test Engineer
Fincons Group —Lugano, TI
- 100%
- Informatik
- Management-Erfahrung
- Englisch
Direkt bewerben

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Assistant Relationship Manager Intermediaries 100% (f/m/d)

Julius Baer -
Lugano, TI

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 14 Tagen

Qualifikationen

Englisch
Microsoft Office
Italienisch
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.
The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.

YOUR CHALLENGE

Client Adminstration & Management

Supports the RM and team in client interaction in all respects
Attends to incoming calls and takes prompt action
Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required

Business Management

Organises and follows up client meetings, including logistics and document preparation
Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration

Risk Management

Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

Personal & Social Skills

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance and impactful
High personal integrity and risk awareness/ethical mindset

Professional

Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
Excellent language skills (verbal and written) in Italian and English. German is an asset
Very good MS Office skills

Education & Experience

Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance and impactful
High personal integrity and risk awareness/ethical mindset

We are looking forward to receiving your full job application through our online application tool.

Jetzt bewerben

Erweiterte Suche

asset management Jobs in lugano ti

Assistant Relationship Manager Intermediaries 100% (f/m/d)

Impiegato/a amministrativo/a

Corporate PMO / Business Operations Expert

Operations – Middle Office

Risk Officer

HR Director

PMO

EPM OneStream Developer/Business Data Analyst

Accounts Payable & Accounting Specialist

Senior Manager, Client Lead

Regional Emergency Solutions Specialist

Media & Social Commerce Specialist (1-year temp)

Test Engineer (MicroFocus QC)

Senior Product Manager, Enterprise

Specialist, Trade Marketing (1 Year Temporary)

Frontend Software Engineer (100% Remote)

Senior IT Project Manager

Senior Project Manager, PaaS & Cloud Automation

Senior Manager Performance Marketing

Senior Test Engineer

Ich möchte aktuelle Job-E-Mails für Stellen als asset management in lugano ti erhalten

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YOUR PROFILE

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