Anlagespezialistin Als Investment Advisor Private

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...

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...

We are looking for a proactive and goal-oriented dynamic personality that is eager to perform and take on responsibility. You will be working as part of a team of professionals to deliver personalized investment solutions to help clients work toward their long-term financial goals.Key Responsibilites: Transaction advisory: perform thorough due diligence of...

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...

**Schroders Capital** ist der Geschäftsbereich für Private Assets der Schroders Group. Mit einem verwalteten Vermögen von 88 Mrd. USD und 498 Mitarbeitern decken wir von 19 Niederlassungen aus, weltweit ein breites Spektrum an Anlageklassen ab. Im Bereich Private Equity bieten wir Anlegern Zugang zu einer breiten Palette von Investitionen in den Bereichen...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Julius Baer is offering an excellent opportunity for a driven investment professional with years of experience and a strong...

is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve...

What will you be doing?Research and evaluate various types of investment funds and alternative opportunities, focusing on credit and fixed income. This includes analyzing individual bonds and private loansPerform in-depth quantitative and qualitative due diligenceInteract with fund providers, partners, and relevant stakeholdersHandle cash management, trades,...

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...

Syz Capital ist eine von Unternehmern gegründete unabhängige Schweizer Investmentgesellschaft, die sich auf alternative Anlagen spezialisiert. Für den Private Markets Bereich suchen wir ab April 2024 eine/n Praktikant/in, welche(r) das Investment Team bei Direktbeteiligungen an mittelständischen Unternehmen im deutschsprachigen Raum...

Wer stellt ein?Für ein Private Equity Boutique mit Sitz in Zug suchen wir eine(n) Investment ManagerAufgaben- Analyse relevanter Märkte und Branchen- Identifikation und Beurteilung von potenziellen Investitionsopportunitäten- Inhaltliche wie auch prozessuale Führung von Transaktionen einschliesslich Due Diligence mit externen Partnern- Aktive Mitwirkung...

Schroders plc, with headquarters in London, employs over 5500 talented people worldwide, operating in 37 different locations across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our...

coni + partner, established 1993, is a consultancy company with headquarter in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...

Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? We're looking for a Client Advisor for Israeli clients in 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...

**Über das Unternehmen**: Unser Klient ist ein führender Schweizer PE-Fonds mit Fokus auf mittelständische Unternehmen im DACH-Raum. Das hochkarätige Investmentteam arbeitet partnerschaftlich und auf Augenhöhe mit dem Management, um mit Kapital, Erfahrung und einem einzigartigen Engagement die ambitionierten Wachstumsziele zu erreichen.**Deine Rolle**:...

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...

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...

Primary responsibilities Responsibility for the expansion and maintenance of the existing partner network of banks, investment companies, M&A boutiques, consultants and auditors Screening and due diligence of potential investments Independent analysis of financing concepts, annual financial statement documents and corporate plans with corresponding...

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...