Call center állások Külföldön (pénzügy, könyvelés)

A well-established, independent multi-family office with a strong global presence and offices across Switzerland. They provide high-net-worth families with strategic planning, investment management, administration, and daily advisory services. Known for a collegial, close-knit culture, they value...

• Contact debtors and insurers worldwide in a professional, assertive, and courteous manner.
• Submit and follow up on insurance claims to ensure timely resolution.
• Use specialized databases and research tools to locate debtors and obtain updated contact information.

• 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.

• Management of private and public market assets, including AIFs and direct investments
• Regular asset review and reporting
• Investment analysis and buy/sell recommendations
• Regular client communication and proactive portfolio management
• Conducting market research, particularly in the private market (VC/PE)

Deal Leadership & Execution: You lead deal teams for onshore wind, PV, and battery storage (BESS) transactions across Europe, driving the entire process from sourcing to closing....

• Act as specialist for private equity sub-strategies and coordinate capital raising efforts
• Develop marketing materials across various private equity offerings; especially presentations and due diligence questionnaires;

Taking end-to-end responsibility for your TS Trade client portfolio within Wholesale Banking, you act as the primary point of contact and formal escalation point for operational incidents or deviations. In this role, you work closely with Trade Sales, the Centre of Expertise, the central TSAM team...

• 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

Advise corporate clients on investment and market risk solutions, securities, FX/MM and interest rate topics, with a clear commercial and closing-oriented focus....

A portfolio of independent businesses, managed with a long term objectives to create value for generations. This means portfolio companies are a basis to serve dividend for the shareholders but have to be actively managed in order to generate long term returns. Short term, the portfolio will need...