Investment Advisor, Wealth, LatAm

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...

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...

Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Are you the kind of person with a cando spirit, eager to shape a future where your enthusiasm and dedication make a real difference? Are you ready to join us in exceeding expectations and providing topnotch...

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...

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...

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...

Switzerland Zürich Business management, administration and support Global Wealth ManagementJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role We are looking for an intern for WM Switzerland clients, served out of Zürich (with option for remote work), to:act as an allrounder and be responsible to advise clients with self-directed needs...

Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot's investment philosophy that champions cost-effective and...

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...

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...

Your opportunityEntwicklung neuer KontrollmechanismenWeiterentwicklung des Management Reportings Tableau, Prozessmodellierung und DatenanalyseUnterhalt und Weiterentwicklung der Kontroll- & ReportingplattformenParametrisierung der Anlagerestriktionen für die periodische Überwachung der VermögensverwaltungsmandateAnalyse / Verifizierung der...

Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Are you a true networker who loves to talk to potential clients? Do you have a strong track record in advising and sales? Can you close a deal? Then the Wealth Management Associate Program could be for you. The...

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,...

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...

Schweiz - Zentralschweiz, Schweiz - Ostschweiz, Schweiz - Zürich- Kundenberatung / Relationship Management- Global Wealth Management**Automatischer Stellencode** BR**Stadt**- Rapperswil**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Laufen Sie zur Hochform auf, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können?- Ist Ihre...

Schweiz - Zürich- Kundenberatung / Relationship Management- Global Wealth Management**Automatischer Stellencode** BR**Stadt**- Zürich**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Laufen Sie zur Hochform auf, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können?- Ist Ihre Anlageberatung herausragend? Arbeiten Sie gerne in...

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...