Investment Advisor, Wealth, LatAm

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 289580BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you the kind of person with a can-do spirit, eager to shape a future where your enthusiasm and dedication make a real difference? Are you ready to join us in exceeding...

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. We are looking for talented University Graduates! Kick-start your career with our Focus-Track Graduate Programme within the...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276496BR **City** - Zürich **Job Type** - Full Time **Your 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...

**Company Description**: - At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous...

**Graduate Programme - Wealth Management Zurich**: **Description**: Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and the start of...

Switzerland - Western Switzerland, Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 267465BR **City** - Carouge, Zürich **Job Type** - Full Time **Your role** Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client...

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. We are looking for a talented and motivated individual to join our Wealth Planning (WP) team as a WP Consultant. In this...

Critères de l'offre Description du poste Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management...

**PMO Support in Investment Wealth Management** Experis is the global leader in professional resourcing and project-based workforce solutions. **Overview of contract** On behalf of our client, a large bank in Switzerland, we are looking for a Program Management Office Support. **Location**: Zürich **Start date**: ASAP **End date**: 31.12.2024 **Main...

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...

Critères de l'offre Description du poste Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management...

Critères de l'offre Description du poste Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management...

Im Auftrag einer renommierten Schweizer Privatbank, suchen wir auf den nächstmöglichen Zeitpunkt ein/e Investment - and Portfolio Advisor, 80 - 100%. Aufgaben - Beaufsichtigung und Verwaltung von Kundenberatungsbeziehungen in Zusammenarbeit mit Front-Office-Vertretern - Generierung von Ideen über alle Anlageklassen hinweg, einschließlich der Weitergabe...

Critères de l'offre Description du poste Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to South East Asian (Singapore, Thailand, Malaysia, Indonesia) entrepreneurs and High Net Worth Individuals? Are you a proven...

**JOB DESCRIPTION** xxx **ABOUT US** J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build...

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. The role requires managing the investment-related daily business together with the Relationship Managers (RMs), Investment...

About Us As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth. Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to...

Critères de l'offre Description du poste Are you an advisor that delivers an exceptional client experience? Are you passionate about partnering with clients to find the best solution for them. Do you have a proven track record in giving superior investment advice? Can you multitask and handle multiple client requests? We're looking for a Client Advisor to...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 280742BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - Do you have a strong track record in client advisory and sales? Are...

Festanstellung 100% Laufzeit: ASAP Branche: Banken Einsatzort: Grossraum Zürich **Anforderungen**: - Mehrjährige Erfahrung in der Betreuung vermögender Privatkundschaft im Bankensektor in der Region Zürich - Ausbildung in den Bereichen Finanzplanung, Wealth Planung, Financial Consulting respektive fundierte Expertise im Bereich Finanzprodukte,...