Investment Advisor

The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...

A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America.The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business.Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing...

For our client a global multi family office, we are looking for a Front-Investment Advisor.The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects.Tasks Write and elaborate investment advisory proposals together with the...

Your role Laufen Sie zur Hochform auf, wenn Sie mit unseren anspruchsvollen Kunden über die Entwicklung der Kapitalmärkte und deren Auswirkungen auf die Anlagestrategien diskutieren können? Ist die Anlageberatung Ihre Leidenschaft? Arbeiten Sie gerne in bereichsübergreifenden Teams an interessanten Fragestellungen? Dann freuen wir uns auf Ihre...

Schweiz - Zürich- Kundenberatung / Relationship Management- Personal & Corporate Banking**Automatischer Stellencode** BR**Stadt**- Zürich**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Laufen Sie zur Hochform auf, wenn Sie mit unseren anspruchsvollen Kunden über die Entwicklung der Kapitalmärkte und deren Auswirkungen auf die Anlagestrategien diskutieren...

Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Are you a dynamic advisor that delivers an exceptional client experience? Do you know how to nurture client relationships and give superior investment advice? In this role, you will be a key team member in ensuring...

Im Auftrag einer renommierten Schweizer Privatbank, suchen wir auf den nächstmöglichen Zeitpunkt ein/e Investment- and Portfolio Advisor, %.Aufgaben- Beaufsichtigung und Verwaltung von Kundenberatungsbeziehungen in Zusammenarbeit mit Front-Office-Vertretern- Generierung von Ideen über alle Anlageklassen hinweg, einschließlich der Weitergabe an...

Finance / Controlling / Accounting / Audit / Tax / TreasuryEnglishWe OfferIn this role as Investment Analytics Specialist for Institutional Clients you have the opportunity to support our high-end customers in Switzerland.In this role you are responsible for the following technical tasks:Daily reconciliation of multi asset class portfolios (money market,...

For our client a well-known global family office, we are looking for a Front-Investment Advisor.The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects.Tasks Write and elaborate investment advisory proposals together with the...

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized market leading solutions to help clients with the many challenges and complexities they...

Your Responsibilities Write and elaborate investment proposals together with Client Relationship Manager Create investment proposals in line with Client's investment profile and appetite Discuss proposals with Client Relationship Manager and Clients Actively support the Client Relationship Manager in revewing existing portfolios and in the marketing of...

Wir betreuen unsere Kundinnen und Kunden mit ihren spezifischen Anforderungen ganzheitlich und dienstleistungsorientiert. Die persönliche Beratung und unsere Kompetenz sind zentrale Elemente unserer Kundenbeziehung. Dies macht uns nicht nur zur Bank mit der höchsten Kundenzufriedenheit, sondern auch zu einer attraktiven Arbeitgeberin.Deine Aufgaben - mehr...

Job DescriptionSenior Relationship / Business Development OfficerJob PurposeTo support existing investment consultancy clients of the company and to build andmaintain your own client base.Suitable CandidateThe ideal candidate will be working in an asset management, private banking orbusiness development role. The role will be evenly balanced between...

Job DescriptionSenior Relationship / Business Development OfficerJob PurposeTo support existing investment consultancy clients of the company and to build andmaintain your own client base.Suitable CandidateThe ideal candidate will be working in an asset management, private banking orbusiness development role. The role will be evenly balanced between...

Job DescriptionSenior Relationship / Business Development OfficerJob PurposeTo support existing investment consultancy clients of the company and to build andmaintain your own client base.Suitable CandidateThe ideal candidate will be working in an asset management, private banking orbusiness development role. The role will be evenly balanced between...

Your role Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? We're looking for a client advisor for HNW Nordics clients to: build, establish and grow client relationships provide trusted advice to clients in collaboration with...

Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role We are looking for a Client Advisor HNWI for our Iberia Intl. Desk in Zurich to develop and maintain trustworthy client partnerships with the main focus on strategic advice- implement a quantitative client...

As a wealth advisor at Marmot, you will have the opportunity to shape our new offering for our female clients, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot's lifegoal-based investment philosophy. You believe that effective and happy investing can be achieved...

Your role Do you want to be part of a dynamic and powerful client advisor team? Do you want to be an active contributor to our future success story? Do you want to be part of our Digital Wealth Management team and are you able and willing to drive this forward? We are looking for a Senior Client Advisor for Remote Sales Advice WM Switzerland clients,...

Credit Advisor / Hypothekarspezialist/in (w/m/d) Zürich (CH)About the PositionWe are looking for a Credit Advisor to join our team in Zürich. In this role, you will work closely with Private Banking clients, providing tailored mortgage financing solutions and supporting customer acquisition efforts.Your Responsibilities Consultation with Private Banking...