Senior UHNW Wealth Advisor LatAm

Crédit Agricole SA - CA Indosuez (Switzerland) SA, au sein du Département Wealth Solutions, recherche un Investment Advisor pour le marché Amérique Latine.Vous conseillerez proactivement une clientèle de la zone LATAM, gèrerez les opérations et suivrez les marchés. Vous aiderez les Relationship Managers lors de visites clients et utiliserez vos...

Responsibilities Business Results Work as a team with Latam advisors to deliver on regional business priorities as well as the objectives of the Wealth Advisory team across EMEA Support and lead specific initiatives across the Latam space (e.g., intermediary outreach, family offices, family governance, philanthropy and next generation initiatives,...

Responsibilities: Business Results: Work as a team with Latam advisors to deliver on regional business priorities as well as the objectives of the Wealth Advisory team across EMEA Support and lead specific initiatives across the Latam space (e.g., intermediary outreach, family offices, family governance, philanthropy and next generation initiatives,...

J.P. Morgan in Geneva is seeking a Private Banker to lead new client acquisition and provide a comprehensive wealth management solution. You will be responsible for understanding client needs and delivering tailored advice throughout the investment process.The ideal candidate will have significant experience in Private Banking, particularly with ultra-high...

Delta Executive Search is seeking a Senior Relationship Manager to cover UHNW clients across the MENAT region. You will originate, manage and grow a high-net-worth portfolio, delivering bespoke investment and wealth planning solutions through a global platform.You will leverage a strong network and private banking expertise to provide holistic guidance...

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This...

Senior Investment Advisor FR / ENG 100% (m / f) For one of our clients, we are looking for a Senior Investment Advisor FR / ENG 100% in 100% permanent contract and based in Geneva. The collaborator will join the Investment Team. Our client is a Swiss Multi-family office & Wealth Manager. Missions Advising clients on investment strategy, asset allocation,...

Wealth Management Relationship Manager Geneva or Zug, Switzerland (Hybrid) Are you an entrepreneurial Relationship Manager or Private Banker with an established network of HNW/UHNW clients? We are currently supporting a highly respected and fast-growing Swiss wealth management firm that is looking to expand its Wealth Management business by hiring...

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200...