Private Banker Assistant

Private Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: R A career at **Lombard Odier** means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative

A global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract. This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and ensuring timely execution of requests. The ideal candidate will possess strong communication skills, be detail-oriented,...

A global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract.¿Tiene las siguientes habilidades, experiencia e impulso para tener éxito en este puesto? Descúbralo a continuación.This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and...

Private Banker (Madrid)Ateca Consulting Madrid, Community of Madrid, Spain (On-site)SaveApply **Private Bankers** are required by a leading privately owned banking institution in Madrid, Spain. The following skills and experience are required: - Minimum 5 years’ experience as a Private Banker/ Relationship manager - Current client base exceeding **$250...

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. Among its select clients are a...

**Responsibilities**: - Provide complete service support to client, including solving complex client inquiries - Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. - Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records...

**Responsibilities**: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who...

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

The Associate Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the...

Assisting Private Bankers at a global wealth and asset management firm.