Independent Wealth Advisor | Strategic Planning

Karriereportal smzh sucht eine Beraterpersönlichkeit, die Kundinnen und Kunden bei komplexen finanziellen Entscheidungen begleitet. Aus einer ganzheitlichen Analyse entwickeln Sie klare, tragfähige Entscheidungsgrundlagen.Im Zentrum stehen Vermögen, Vorsorge, Steuern, Immobilien, Finanzierung, Erbrecht und Liquidität, um ein belastbares Gesamtbild zu...

Help shape the future of Wealth Management. At ZWEI Wealth , we believe that wealthy clients deserve truly independent advice. We are building the next generation of wealth management by combining experienced advisors with a powerful technology platform and an open-architecture approach. We are looking for motivated and experienced professionals to join us...

This is an exciting opportunity to join a dynamic, diverse team within J. P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...

Job Description This is an exciting opportunity to join a dynamic, diverse team within J. P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...

This is an exciting opportunity to join a dynamic, diverse team within J. P Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Julius Baer stands as one of the world’s most respected private banks, renowned for our unwavering commitment to...

Finance Data Business Analyst - 6 months FTC Trending Job Description Finance Data Business Analyst (limited contract for 6 months, start asap) About us Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active...

Finance Data Business Analyst - 6 months FTC Trending Job Description Finance Data Business Analyst (limited contract for 6 months, start asap) About us Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active...

Private Banking Executive | Barclays | Zurich | 12m Fixed Term Contract. Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will act as a key point of contact for clients on day-to-day operational matters and support...