Investment Advisor, Wealth, LatAm

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...

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...

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...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ADESK HEAD LATAM - ZURICHPOSITION BASED IN ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in SwitzerlandBring strong ability to network, build and maintain business relationships within the Wealth Management industryIdentifiy...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ADESK HEAD LATAM - ZURICHPOSITION BASED IN ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in SwitzerlandBring strong ability to network, build and maintain business relationships within the Wealth Management industryIdentifiy...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A DESK HEAD LATAM - ZURICH POSITION BASED IN ZURICH, TEAM WELCOMED ASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in Switzerland Bring strong ability to network , build and maintain business relationships within the Wealth Management industry...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A DESK HEAD LATAM - ZURICH POSITION BASED IN ZURICH, TEAM WELCOMED ASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in Switzerland Bring strong ability to network , build and maintain business relationships within the Wealth Management industry...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A DESK HEAD LATAM - ZURICH POSITION BASED IN ZURICH, TEAM WELCOMED ASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in Switzerland Bring strong ability to network , build and maintain business relationships within the Wealth Management industry...

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...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ADESK HEAD LATAM - ZURICHPOSITION BASED IN ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in SwitzerlandBring strong ability to network, build and maintain business relationships within the Wealth Management industryIdentifiy...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ADESK HEAD LATAM - ZURICHPOSITION BASED IN ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: Lead a team of Relationship Managers covering the LATAM market in SwitzerlandBring strong ability to network, build and maintain business relationships within the Wealth Management industryIdentifiy...

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...

Managing an existing client portfolio comprising assets from clients in different regions.Enhancing investment services and offerings with the primary aim of achieving complete client satisfaction within a reasonable timeframe.Evaluating clients' needs and potential by assessing their risk profiles and aligning financial advice with the corresponding...

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...

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...

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...