Investment Advisor Private Wealth Management Zurich

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...

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...

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

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...

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by...

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...

ASSISTANT Relationship Manager Wealth Management in Zürich (50-70%)GERMANJob InformationFür unser Team im Bereich Wealth Management in Zürich suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Manager, welche folgende Aufgaben übernimmt:Proaktive und effiziente Unterstützung der Relationship Manager bei der...

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...

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...

Switzerland Zürich Business management, administration and support, Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested to get insight into Wealth Management and particularly in customer advisory service? Are you a Peoples Person and customer oriented? Are...

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...

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...

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...

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...

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...

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...

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,...

Switzerland - Western Switzerland, Switzerland - Zürich Business development, Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity Carouge, ZürichJob Type Full TimeYour role Are you a people person? Are you passionate about financial markets? Do you know how to grow a business? Do you enjoy facing new challenges? Are you...