Privát sofőr állások, munkák bank, biztosítás, bróker területen

Our client is a respected international bank with deep European roots and a long-standing presence in Swiss private banking. Known for its entrepreneurial spirit, independence, and commitment to long-term client relationships, the bank is built on a family-oriented ownership structure and guided by...

• Leverage operational background and experience to contribute to a growing business
• Work closely with PWM Management team, advising on operational policies and procedures to best navigate upcoming needs
• Liaise with external regulatory bodies and building strong relationships with internal stakeholders

• Incorporating investment vehicles mainly in Ireland, Luxembourg, the Cayman Islands, USA and other jurisdictions;
• Coordinating service level agreements and onboarding processes for all new investment structures with both internal and external service providers;

• Acquiring new investor clients for MSIM across the full spectrum of asset classes including equities, fixed income, and private markets
• Relationship management for the existing investor clients
• Preparing and attending client meetings/ calls/ events including follow-up

• You analyze and document business processes in the life insurance sector
• You gather, structure, and prioritize requirements in close collaboration with business -departments
• You create business scenarios, use cases, user stories, and process models (e.g., BPMN)
• You support in data migration activities

• Building up your own portfolio in an experienced private banking team with additional support from internal departments
• Focus on the acquisition and expansion of longterm client relationships in the high net worth individual segment or intermediaries

• manage financial investments deposited at leading Swiss banks;
• finance large purchases (private jets, yachts, real estate etc.);
• structure their wealth and plan the transfer of their capital to future generations;
• plan and execute private equity and real estate investments.

• Identify and assess operational, financial, and regulatory risks
• Evaluate the effectiveness of internal controls across all business areas
• Execute audit plans tailored to the local DACH organisation
• Conduct comprehensive risk assessments to identify potential threats to the organisation

• Quantitative and qualitative analysis of german and international based companies
• Credit Risk underwriting and limit decision making, in adherence with our internal Group and local guidelines
• Defining underwriting strategies for key buyer groups

• Assist in the development of strategic plans for individual clients, outlining a service plan and cross selling opportunities, and prospects
• Partner with team members to coordinate prospect pitches, product presentations, and requests for proposal

• Underwriting Supervision: Lead and develop a small team of Underwriters, effectively prioritising and organising work to maximise opportunities and deliver business results.
• Ensure continuous improvement and empowerment of direct reports and self by developing and executing on development plans.

Build impactful dashboards: You support the development and maintenance of dashboards using SQL and Python in Snowflake and Streamlit, enabling data-driven decisions across the business....

• Work within a leading financial advisory practice offering a full range of investment banking services
• Join a dynamic team involved in the origination and execution of M&A transactions
• Be part of the junior pool with exposure to UniCredit's sector teams (CHR, Industrials, TMT, NRUI)

Client: The bank is a well-established private institution with a small but expanding office in central Geneva. Fully regulated in Switzerland, it has a solid shareholder base and an entrepreneurial culture. For many years, it has provided traditional private banking services and is recognized as a...

• Closing-oriented special consulting of clients in the product field of investment management (in addition foreign exchange, FX/MM, interest rate).
• Core Focus of this role is driving the investment business
• Responsibility for results within the area of responsibility defined with the manager

• Closing-oriented special consulting of clients in the product field of investment management (in addition foreign exchange, FX/MM, interest rate).
• Core Focus of this role is driving the investment business
• Responsibility for results within the area of responsibility defined with the manager

• Evaluating fund and co-investment opportunities through initial screenings.
• Active participation in fund due diligence processes, including onsite meetings.
• Supporting co-investment analyses, including scenario modelling as well as key metric sensitivity analyses.

Conduct due diligence investigations, perform detailed background checks and due diligence investigations on customers....

Support the infrastructure investment team in the due diligence of equity co-investments, secondary transactions, and fund investments within the infrastructure asset class...

Are you a problem solver? Do you know how to treat clients? We're looking for someone like that who can: • identify and tailor strategic advice for clients through in-depth analysis • execute efficiently M&A & ECM transactions both within Germany as well as internationally • manage and support the...