relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank's internal regulations... meetings and business trips for relationship managers Handle and monitor stock exchange orders, forex transactions, fiduciary...
. Investment Team Support Multi-family office Similar experience as Relationship Manager within a multi-family office... or a wealth manager in Switzerland; Good knowledge on financial instruments and banking processes; Very good knowledge in MS...
) collaborate with Relationship Managers, Assistants, Compliance and Client Documentation teams to ensure regulatory standards... WM Front Office. As a BRM you would mainly focus on cases from Relationship Managers (RMs) affiliated to these markets...
of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic... updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks...