Asset Raiser, Wealth Channel
vor 4 Wochen
Responsibilities: Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create high-quality, tailored marketing materials and responses to client requests Participate in the entire client lifecycle, from client contract negotiations, client onboarding, and relationship management Requirements: 5-10 years’ experience working in a third party distribution role at another investment manager, raising assets from the private wealth channel In depth understanding of the Swiss private wealth channel and a strong network in this space Strong communicator, both written and in-person Collaborative worker, able to work with multiple global stakeholders in order to achieve a common goal Strong relationship management skills Excellent presentation skills
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Zürich, Schweiz Altus Search Ltd VollzeitA financial services firm in Zurich is seeking an experienced Relationship Manager - External Asset Manager to enhance their client relationship capabilities. The candidate will be responsible for building strong partnerships, managing a client portfolio, and generating revenue within the Private Banking sector. A proven background in Wealth Management is...
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Client Manager
Vor 6 Tagen
Zürich, ZH, Schweiz GAM Investments VollzeitAMBITIOUS? BRIGHT? RIGHT? GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. Together we share a common set of values rooted in teamwork, integrity, entrepreneurial flair and professional excellence. Our...
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Wealth Advisor
Vor 5 Tagen
Zürich, Schweiz Norman Alex VollzeitOur client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...
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Wealth Advisor
vor 2 Wochen
Zürich, Schweiz Norman Alex VollzeitOur client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...
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Relationship Manager – Wealth
Vor 6 Tagen
Zürich, Zürich, Schweiz Bsser Zeidler Vollzeit CHF 80'000 - CHF 120'000 pro Jahr(Senior) Relationship Manager – Wealth & Asset Management (zentraleuropäischer Markt)Im Auftrag unseres Kunden suchen wir einen Relationship Manager (oder ein Team) für den zentraleuropäischen Markt zur Verstärkung einer mehrfach ausgezeichneten Wealth- & Asset-Management-Boutique mit Sitz in Zürich. In dieser dynamischen und strategischen Rolle sind...
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Working Student
vor 1 Tag
Zürich, Schweiz Tramondo Investment Partners AG Vollzeit**Working Student (Werkstudent) in Wealth/Asset Management,** **40-60% (M/F)** **Tramondo Investment Partners AG is a Swiss based leading Asset Manager with a history of over 45 years. We are at home in the heart of the old town of Zug and Zurich, Switzerland.** **OUR INVESTMENT PHILOSOPHY & INSTITUTIONAL SETUP** Independent investment decisions....
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Senior Security Researcher
Vor 6 Tagen
Zürich, Zürich, Schweiz Digital Asset Vollzeit CHF 120'000 - CHF 180'000 pro JahrAbout Digital AssetDigital Asset is at the forefront of blockchain innovation, delivering solutions that unlock the value of on-chain tokenized assets and digital financial markets to create a more efficient, fair, and resilient global financial system.As the creators of Canton Network, and one of the founding members of Canton's Global Synchronizer...
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Asset Management Digital Assets Specialist
vor 2 Wochen
Zürich, Schweiz E Fundresearch VollzeitAsset Management Vollzeit ohne Führungsaufgaben mit betrieblicher AltersvorsorgeDownloadsYou’ll be working in the Digital Assets team within the Structuring & Client Platform business unit at UBS Asset Management and you will report directly into the Head of Digital Assets. Our team is dedicated to spearheading strategic initiatives aimed at developing...
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Zürich, Schweiz Goldman Sachs VollzeitOUR IMPACT 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...
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Intern - Wealth Planning
vor 2 Wochen
Zürich, Schweiz EFG International VollzeitOur Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment...