Private Banker Assistant

2 semanas atrás

Lisboa, Portugal Edmond De Rothschild Tempo inteiro

Proactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellence ACTIVITIES
Execute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank: Handle stock market transactions, foreign exchange transactions and securities transactions (entry, control and monitoring of operations) Handle securities and cash transfer operations (entry, control and monitoring of operations) Handle term deposits and fiduciary deposits (creation, modification, cancellation, monitoring of operations) Provide daily support to team members in terms of validation and for all complex operations Ensure the successful completion of operations and organize tasks in case of absence in order to control the compliance of operations: Process all activity monitoring information and inform Private Bankers of any anomalies (internal control, risks, compliance) Confirm if necessary, the transactions initiated with Private Bankers and/or clients Organization of the work that is on hold in case of absence To commit, in view of the procedures and the regulatory environment, to detect any non-compliant transaction Contribute to the establishment of procedures governing anomalies to avoid any risk to the bank Prepare the necessary documentation for Private Bankers in order to help them in the administrative tasks related to the functioning of the accounts: Prepare and analyze the necessary account opening documentation according to the cases encountered. Carry out administrative follow-up of account openings and administrative regularizations. Carry out requests for changes in the accounts (transition to investment mandates, follow-up of closures) Internally coordinate the requested operations. Process the implementation of loan establishment requests. Ensure that all the documents necessary for clients' visits are obtained (reporting, update on current operations, follow-up of the processes on hold since the last visit, verification of all types of regularizations) Keep up to date with new regulatory aspects in order to monitor the Bank's procedure Attend all training provided by the Bank Master all the financial products present in the client's portfolios PROFILE
Bachelor degree and/or master in managements/economics Fluent in Portuguese, English and/or French Minimum experience of 1 year in a similar role #J-18808-Ljbffr

  • Private Banker Assistant

    Há 7 dias

    Lisboa, Portugal Edmond De Rothschild Tempo inteiro

    Proactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellenceACTIVITIESExecute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank:Handle stock market transactions, foreign exchange transactions...

  • Private Banker Assistant

    2 semanas atrás

    Lisboa, Lisboa, Portugal Edmond De Rothschild Tempo inteiro

    Proactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellence ACTIVITIES Execute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank: Handle stock market transactions, foreign exchange...

  • Private Banker Assistant

    Há 2 horas

    Lisboa, Portugal Edmond De Rothschild Tempo inteiro

    Job DescriptionMISSIONProactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellenceACTIVITIESExecute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank: Handle stock market transactions,...

  • Private Banker Assistant

    Há 22 horas

    Lisboa, Portugal Edmond De Rothschild Tempo inteiro

    Job Description MISSIONProactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellence ACTIVITIESExecute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank: Handle stock market transactions,...

  • Private Banker Assistant

    Há 23 horas

    Lisboa, Portugal Edmond De Rothschild Tempo inteiro

    Job DescriptionMISSIONProactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellenceACTIVITIESExecute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank:Handle stock market transactions, foreign...

  • Private Banker Assistant

    2 semanas atrás

    Lisboa, Lisboa, Portugal Edmond de Rothschild Tempo inteiro

    Proactively provide a daily administrative, operational and commercial support to Private Bankers in order to serve the client in a spirit of excellence ACTIVITIES Execute all the financial operations requested in order to meet these requests in accordance with procedures and deadlines of the Bank: Handle stock market transactions, foreign exchange...

  • Senior Private Banker

    2 semanas atrás

    Lisboa, Portugal Santander Tempo inteiro

    Senior Private Banker Country: Portugal Trabalhando sob a supervisão do líder da equipe. Gerencia seu próprio portfólio de clientes de private banking em sua área territorial, fornecendo consultoria de investimento personalizada que aumenta a satisfação e a lealdade dos clientes existentes e a atração de novos clientes, a fim de construir...

  • Private Banker

    2 semanas atrás

    Lisboa, Lisboa, Portugal Adecco Recruitment Tempo inteiro

    Descrição da Função A Adecco Recruitment procura Private Banker (M/F) para integrar a equipa de Direção de Wealth Management de uma Instituição Bancária , situada na zona de Lisboa. Principais Responsabilidades Construir, desenvolver e gerir uma carteira de Clientes; Prospeção e organização regular de atividades com vista à aquisição de...

  • Private Banker

    2 semanas atrás

    Lisboa, Lisboa, Portugal Adecco Recruitment Tempo inteiro

    A Adecco Recruitment procura Private Banker (M/F) para integrar a equipa de Direção de Wealth Management de uma Instituição Bancária em Lisboa.Principais Responsabilidades Construir, desenvolver e gerir uma carteira de clientes; Prospeção e organização regular de atividades com vista à aquisição de novos clientes e parceiros; Compreender as...

  • Private Banker

    3 semanas atrás

    Lisboa, Lisboa, Portugal Adecco Recruitment Tempo inteiro

    A Adecco Recruitment procura Private Banker (M/F) para integrar a equipa de Direção de Wealth Management de uma Instituição Bancária em Lisboa.Principais Responsabilidades Construir, desenvolver e gerir uma carteira de clientes; Prospeção e organização regular de atividades com vista à aquisição de novos clientes e parceiros; Compreender as...

  • Senior Private Banker In

    2 semanas atrás

    Lisboa, Lisboa, Portugal Humana Portugal Tempo inteiro

    Senior Private Banker in / for Portugal / (U)HNW / Lisbon and Porto We are looking for experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market who want to work with a well-known Swiss bank. My clients are searching for the finest and brightest in the Portuguese market to sell services to HNWIS/UHNWIs. This is the place for...

  • Private Banker

    4 semanas atrás

    Lisboa, Portugal Adecco Recruitment Tempo inteiro

    Descrição da Função A Adecco Recruitment procura Private Banker (M/F) para integrar a equipa de Direção de Wealth Management de uma Instituição Bancária , situada na zona de Lisboa. Principais Responsabilidades Construir, desenvolver e gerir uma carteira de Clientes; Prospeção e organização regular de atividades com vista à aquisição de...

  • Private Banker

    Há 6 dias

    Lisboa, Portugal Adecco Recruitment Tempo inteiro

    Descrição da Função A Adecco Recruitment procura Private Banker (M/F) para integrar a equipa de Direção de Wealth Management de uma Instituição Bancária em Lisboa. Principais Responsabilidades Construir, desenvolver e gerir uma carteira de clientes; Prospeção e organização regular de atividades com vista à aquisição de novos clientes e...

  • Portuguese Private Banker

    3 semanas atrás

    Lisboa, Portugal Cooper White Group Tempo inteiro

    We want to get in touch with experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market and are looking to work with a well reputed Swiss bank. My clients are looking to add the best and brightest in selling services to HNWIS/UHNWIs in Spanish Market. If you are confident in your ability to hunt new clients/your current...

  • Portuguese Private Banker

    2 semanas atrás

    Lisboa, Lisboa, Portugal Cooper White Group Tempo inteiro

    We want to get in touch with experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market and are looking to work with a well reputed Swiss bank.My clients are looking to add the best and brightest in selling services to HNWIS/UHNWIs in Spanish Market. If you are confident in your ability to hunt new clients/your current client...

  • Senior Private Banker in

    2 semanas atrás

    Lisboa, Lisboa, Portugal Cooper White Group Tempo inteiro

    We are looking for experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market who want to work with a well-known Swiss bank. My clients are searching for the finest and brightest in the Portuguese market to sell services to HNWIS/UHNWIs. This is the place for you if you are sure of your abilities to get new clients and expand...

  • Senior Private Banker In

    Há 1 mês

    Lisboa, Portugal Humana Portugal Tempo inteiro

    Senior Private Banker in / for Portugal / (U)HNW / Lisbon and Porto We are looking for experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market who want to work with a well-known Swiss bank. My clients are searching for the finest and brightest in the Portuguese market to sell services to HNWIS/UHNWIs. This is the place for...

  • Senior Private Banker In

    4 semanas atrás

    Lisboa, Portugal Humana Portugal Tempo inteiro

    Senior Private Banker in / for Portugal / (U)HNW / Lisbon and Porto We are looking for experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market who want to work with a well-known Swiss bank. My clients are searching for the finest and brightest in the Portuguese market to sell services to HNWIS/UHNWIs. This is the place for...

  • Senior Private Banker

    Há 1 mês

    Lisboa, Portugal Santander Tempo inteiro

    Senior Private BankerCountry: PortugalTrabalhando sob a supervisão do líder da equipe. Gerencia seu próprio portfólio de clientes de private banking em sua área territorial, fornecendo consultoria de investimento personalizada que aumenta a satisfação e a lealdade dos clientes existentes e a atração de novos clientes, a fim de construir...

  • Senior Private Banker

    4 semanas atrás

    Lisboa, Portugal Santander Tempo inteiro

    Senior Private BankerCountry: PortugalTrabalhando sob a supervisão do líder da equipe. Gerencia seu próprio portfólio de clientes de private banking em sua área territorial, fornecendo consultoria de investimento personalizada que aumenta a satisfação e a lealdade dos clientes existentes e a atração de novos clientes, a fim de construir...