Finden Sie Jobs für Finanzdienstleistungen / Vermögensverwaltung:7
29/09/2026 Neu!
| Schweiz, Genf, Genève - Manpower |
| Pour notre client basé à Genève, nous recherchons activement un(e) Conseiller(ère) clientèle PME. Vos responsabilités Pour le compte de notre client, un établissement bancaire reconnu, nous recherchons un(e) Conseiller(ère) clientèle PME souhaitant accompagner les entreprises dans leurs activités et contribuer au développement commercial de la banque. À ce titre, vous : - Gérez, développez et fidélisez un portefeuille de clients PME en leur apportant un conseil personnalisé et à forte valeur ajoutée. - Analysez les besoins de vos clients et les accompagnez dans leurs projets de financement, d'investissement et de gestion courante. - Proposez des solutions adaptées en matière de crédits, de placements, de trésorerie, de prévoyance et de services bancaires. - Développez votre portefeuille grâce à des actions de prospection ciblées et à l'entretien d'un réseau professionnel de qualité. - Identifiez les opportunités commerciales et contribuez activement à la croissance des affaires de votre secteur. - Préparez et analysez les dossiers de crédit tout en assurant un suivi rigoureux des engagements. - Collaborez étroitement avec les spécialistes internes afin d'offrir un accompagnement global répondant aux besoins spécifiques des entreprises. - Veillez au respect des procédures internes ainsi que des exigences réglementaires applicables au secteur bancaire. Votre profil - Titulaire d'une formation bancaire suisse ou d'un diplôme jugé équivalent. - Vous bénéficiez d'une expérience réussie dans la gestion et le conseil d'une clientèle PME au sein d'un établissement bancaire en Suisse. - Vous disposez de solides connaissances des produits bancaires destinés aux entreprises ainsi que du tissu économique suisse. - Vous maîtrisez l'analyse financière et êtes à l'aise dans l'évaluation des risques liés aux financements. - Doté(e) d'un excellent sens commercial, vous savez développer des relations de confiance durables avec vos clients. - Vous faites preuve d'autonomie, de rigueur et d'un fort esprit d'initiative. - Reconnu(e) pour vos capacités de négociation et votre orientation résultats, vous appréciez relever des défis commerciaux. - Esprit d'équipe, sens du service et aisance relationnelle complètent votre profil. Si vous êtes intéressé-e par ce poste et correspondez au profil recherché, merci de transmettre votre dossier de candidature complet (CV, certificats de travail et diplômes) dans les meilleurs délais ! |
29/09/2026 Neu!
| Schweiz, Genf, Genève - Manpower |
| Pour notre client basé à Genève, nous recherchons activement un(e) Conseiller(ère) patrimonial(e). Vos responsabilités Pour le compte de notre client, un établissement bancaire de renom, nous recherchons un(e) Conseiller(ère) patrimonial(e) afin d'accompagner une clientèle exigeante dans la gestion et la valorisation de son patrimoine. À ce titre, vous : - Gérez, développez et fidélisez un portefeuille de clients en leur proposant un accompagnement personnalisé et à forte valeur ajoutée. - Analysez la situation patrimoniale de vos clients et identifiez leurs objectifs financiers à court, moyen et long terme. - Conseillez vos clients en matière de placements, de prévoyance, d'optimisation patrimoniale et de financement. - Élaborez des solutions sur mesure en vous appuyant sur l'offre de produits et services de la banque. - Développez votre portefeuille grâce à vos actions de prospection, à votre réseau et à la qualité de vos relations clients. - Identifiez les opportunités commerciales et contribuez activement à la croissance des actifs sous gestion. - Collaborez avec les différents spécialistes de la banque afin d'apporter un conseil global et adapté aux besoins spécifiques de chaque client. - Assurez un suivi rigoureux des dossiers dans le respect des procédures internes, des normes de conformité et des exigences réglementaires. Votre profil - Titulaire d'une formation bancaire, économique ou financière reconnue. - Vous justifiez d'une expérience significative dans le conseil patrimonial ou la gestion d'une clientèle haut de gamme au sein d'un établissement bancaire en Suisse. - Vous disposez de solides connaissances en placements, prévoyance, fiscalité et gestion de patrimoine. - Vous maîtrisez l'environnement financier suisse ainsi que les principales réglementations applicables au secteur bancaire. - Une certification SAQ ou une formation spécialisée constitue un atout. - Doté(e) d'un excellent sens relationnel, vous savez instaurer une relation de confiance durable avec une clientèle exigeante. - Vous faites preuve d'un fort sens commercial, d'une grande capacité d'écoute et d'une approche orientée conseil. - Rigoureux(se), autonome et proactif(ve), vous êtes reconnu(e) pour votre capacité à développer votre activité tout en garantissant un haut niveau de service. - La maîtrise de l'anglais ou d'une autre langue constitue un avantage supplémentaire. Si vous êtes intéressé-e par ce poste et correspondez au profil recherché, merci de transmettre votre dossier de candidature complet (CV, certificats de travail et diplômes) dans les meilleurs délais ! |
25/09/2026
| Schweiz, Zürich, Zürich - Manpower |
| Experis® is a global leader in IT professional resourcing, permanent recruitment, project solutions, and managed services. With over 25 years of experience in Switzerland and offices in Zürich, Basel, and Geneva, we connect top IT talent with leading companies. Our mission is to help professionals unlock their potential and thrive in dynamic, future-ready careers. Location: Zurich Start date: ASAP Duration: 2 months - with possibility of extension Responsibilities - Procurement SME support ? primary contact for contract-related enquiries; guidance on documentation, contract structures and hierarchies; escalation point and second-review validation. - Contract documentation investigation ? identify, retrieve and validate contracts and artefacts across repositories; reconstruct fragmented contract hierarchies; identify missing annexes, amendments, SOWs, schedules. - Artefact discovery & analysis ? locate RFPs, due diligence, approvals, governance and onboarding records; coordinate searches across systems, SharePoint, email archives and stakeholders. - Data quality & metadata assurance ? review contract metadata for completeness and regulatory readiness; validate data before it enters TPRM records; recommend corrective actions. - Stakeholder coordination ? work with Procurement Operations, Contract Repository Administrators, Sourcing, Category Leads and Legal; track issues and escalations. - Governance & continuous improvement ? contribute to remediation governance meetings, progress updates, and sustainable documentation standards. Qualifications - Bachelor's degree (or equivalent experience) in Business Administration, Supply Chain, Procurement, Economics, Information Management, Business Law, European Banking Regulations, or related field. - 2?5 years' experience across Procurement Operations, Contract Management/Administration, Procurement Governance, Supplier Lifecycle, Procurement Data Management, or Vendor Documentation Management. - Demonstrated experience with commercial supply contracts for services, contract repositories, and contract metadata/records management. - Strong understanding of contractual hierarchies: Master Agreements, SOWs, Amendments, Addenda, Annexes, Change Orders, Schedules & Exhibits. - Advanced Microsoft Excel skills; experience with data quality reviews, information validation and records remediation. - Ability to analyse contracts, identify relationships between agreements/artefacts, and coordinate multiple stakeholders. - Strong attention to detail; able to work accurately with large volumes of documentation under tight deadlines. - Fluent in German and English (spoken and written). If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaltrina Zhokli at +41 58 307 2086. Check out all open positions at Experis at www.experis.ch Due to Swiss work permit restrictions, we can only consider applications from EU citizens or holders of valid working permit in Switzerland. |
09/09/2026
| Schweiz, Zürich, Zürich - Manpower |
| Experis® is a global leader in IT professional resourcing, permanent recruitment, project solutions, and managed services. With over 25 years of experience in Switzerland and offices in Zürich, Basel, and Geneva, we connect top IT talent with leading companies. Our mission is to help professionals unlock their potential and thrive in dynamic, future-ready careers. Location: Zurich Start date: ASAP Languages (Mandatory): German, English, French & Italian/Spanish Key Responsibilities - Provide expert-level support and guidance on digital banking tools including online banking, mobile banking apps, and other e-channel services. - Assist internal staff and external clients in resolving technical or functional issues related to digital platforms. - Serve as a point of contact for escalation regarding digital banking functionalities, security features (e.g., authentication methods), and system navigation. - Deliver training sessions and create instructional materials to enhance user proficiency across various digital tools. - Collaborate with IT, customer service, and product development teams to relay feedback and improve overall service quality. Qualifications - In-depth knowledge of digital banking systems and cybersecurity practices. - Strong communication skills to explain technical concepts clearly to nontechnical users. - Problem-solving abilities with a structured approach to troubleshooting. - Proficiency in using CRM tools and documenting client interactions. If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaltrina Zhokli at +41 58 307 2086. Check out all open positions at Experis at www.experis.ch Due to Swiss work permit restrictions, we can only consider applications from EU citizens or holders of valid working permit in Switzerland. |
31/08/2026
| Schweiz, Zürich, Zurich - Finders SA | |
Anstellungsart:Festanstellung | |
| Description of the company Our client is a leading Swiss wealth manager known for its independence, personalised service and robust entrepreneurial culture. Guided by family ownership and a commitment to bespoke wealth solutions, the bank delivers strategic investment, wealth planning and fiduciary services rooted in long‑term client relationships. Role & Responsibilities To support ambitious expansion across Central and Eastern Europe, the bank is inviting applications from seasoned Private Bankers who excel at business development and client acquisition in CEE markets. This role is ideal for a hunter banker with an existing network and a strong appetite for building long‑term client partnerships. Countries of interest to include: Bulgaria, Romania and Poland. A first-class investment team is in place to support your offering, along with access to the Group's IAM platform. Competitive remuneration package, including a generous base salary and formula-based bonus. This position can be based in the bank's Zurich or Geneva office. Responsibilities - Develop and manage a portfolio of UHNW clients, families and entrepreneurs across CEE. - Deliver bespoke wealth and investment solutions aligned with clients' strategic goals. - Coordinate with investment specialists and portfolio managers to craft personalised wealth strategies. - Drive proactive origination efforts to expand the bank's footprint in target markets. Why Join You will become part of a stable yet entrepreneurial banking culture that prizes thoughtful growth, transparent communications and high ethical standards, with full support to grow your client base meaningfully in an expanding region. Candidate Profile - 10-15+ years' private banking/wealth management experience in CEE. - Proven track record in client acquisition and portfolio development (Poland, Bulgaria or Romania preferred). - Strong understanding of Swiss wealth management principles and regulatory landscape. - Excellent communication and relationship building skills; multilingual capabilities an asset. - Relevant professional certifications preferred. - Eligible for a Swiss work permit (cross-border OK). |
31/08/2026
| Schweiz, Zürich, Zurich - Finders SA | |
Anstellungsart:Festanstellung | |
| Description of the company Our client is an independent Swiss private bank built on family values and an authentic client‑centric approach. Renowned for bespoke investment and wealth planning solutions, the bank prioritises long‑term partnerships grounded in trust, transparency, and deep market insight. Role & Responsibilities As part of a strategic expansion into the Nordic markets, the bank is seeking a proactive, experienced Private Banker to drive new client acquisition and strengthen existing relationships with UHNW individuals, families, and entrepreneurs across Sweden, Norway, and Denmark. You will join a team of accomplished, experienced bankers within a supportive institution that provides the time and resources to develop your portfolio and grow the business. A stellar investment team is in place to support your offering, along with access to the Group's IAM platform. Competitive remuneration package, including a generous base salary and formula-based bonus. This position can be based in the bank's Zurich or Geneva office. Whether you are currently based in the Nordic region or the UK, covering the Scandinavian private banking markets, this role offers the opportunity to relocate to Switzerland or, if you are already local, to take your career to the next level. Responsibilities: - Originate and cultivate a strong network of Nordic UHNW clients and family offices. - Provide high-touch, customised wealth management solutions, supported by the bank's open architecture and holistic service model. - Collaborate closely with investment and discretionary portfolio teams to deliver tailored strategies. - Act as a trusted advisor, combining commercial rigour with deep regional and cultural understanding. - What Sets This Role Apart: Joining an institution that balances stability with entrepreneurial agility, you'll benefit from a collegial environment and the flexibility to shape your own book while contributing to the bank's broader Nordic growth ambitions. Candidate Profile - Minimum 10 years' experience in private banking, with a focus on Scandinavian clients. - Strong client origination and relationship management skills, backed by a credible regional network. - Deep expertise in Swiss private banking standards, regulatory frameworks, and risk-aware advisory. - Fluent in English; proficiency in a Nordic language is a strong advantage. - Relevant professional qualifications preferred (e.g., CFA, CAIA, SAQ Wealth). - Eligible to work in Switzerland. |
31/08/2026
| Schweiz, Genf, Geneva - Finders SA | |
Anstellungsart:Festanstellung | |
| Description of the company Our client is a distinguished Swiss private bank anchored in strong family values and entrepreneurial spirit, known for its bespoke wealth solutions, independence, and client‑centric approach. With a human‑sized, collegial headquarters in Geneva and additional Swiss offices, the bank combines the agility and personalised service of a family‑run institution with the resources and expertise of a leading private bank. It is committed to building long‑term partnerships grounded in trust, transparent communication, deep market knowledge, and sustainable value creation for its clients. Role & Responsibilities The bank is seeking a seasoned Private Banker focused on the Middle East markets This acquisition role is designed for a hunter banker with an existing network and proven ability to originate and grow high‑value relationships. You will benefit from a supportive environment that prioritises strategic client development, personalised advice, and long‑term relationship management within a stable and ethical culture. Duties to include, but not limited to: • Developing and managing long‑term relationships with UHNW clients, family offices, and entrepreneurs from the Middle East. • Provide trusted, bespoke advice in collaboration with Investment Advisors and Portfolio Managers. • Leverage the bank's open‑architecture and client‑first ethos to deliver tailored wealth management solutions. • Drive client acquisition and contribute to growth by effectively deploying your network and market expertise. This role offers the chance to join a Swiss private bank distinguished by a long-established and reputable entrepreneurial culture, as well as a client‑centred wealth management philosophy. You will have the time and platform to develop and grow your client base within a trusted institution that values long‑term relationships, bespoke solutions, and sustained professional success. Candidate Profile • 10+ years' experience as a Private Banker/Relationship Manager with a strong track record in the Middle East market. • Existing portfolio/network in the GCC, KSA, Turkey or wider region. • Deep understanding of Swiss wealth management, risk awareness, and regulatory frameworks. • Strong communication, persuasion, and relationship building skills. • Team‑oriented yet independently driven • Professional certifications (e.g., CFA, CAIA, SAQ Wealth) are advantageous. • Valid work permit rights. |