Financial Advisor

Direct message the job poster from deVere & Partners Switzerland SAHead of Global Recruitment at deVere GroupJoin deVere Group as an Insurance and Financial Advisor in Geneva.deVere & Partners Switzerland is seeking a focused Insurance and Financial Advisor to join our expanding team in Geneva. As part of our extensive global growth, we are looking for...

Sustainable Finance Advisor We are seeking a Sustainable Finance Advisor to join our team, someone who is passionate about sustainability and has a proven track record of delivering results in the financial sector. Responsibilities Provide expert advice on sustainable finance and climate change to clients Develop and implement strategies to enhance...

Job DescriptionBusiness Monitoring & Team Leadership:• Continuously track financial and operational performance against targets, identifying gaps and areas for improvement.• Provide insightful financial analysis to drive strategic decision-making and optimise profitability.• Ensure that financial forecasting and re-forecasting processes are robust and...

The role of an Insurance and Financial Advisor at deVere & Partners Switzerland SA involves developing and maintaining strong client relationships to help them achieve their financial goals. You will also be responsible for staying informed about market trends and regulatory changes affecting clients.About the Job:This is a full-time position, with a focus...

We are seeking a skilled Insurance and Financial Advisor to join our team at deVere & Partners Switzerland SA. As part of our global growth strategy, we aim to provide exceptional financial solutions to our clients. If you have expertise in Insurance Acts and a strong background in finance, this could be the perfect opportunity for you.About Us:We are a...

About Our Client:Our client is a major private bank based in Geneva. They are seeking an experienced Private Wealth Advisor to join their team and help drive growth in their institutional client base.The successful candidate will have a proven track record of success in private banking, corporate banking, or investment banking, with a focus on key clients,...

At deVere & Partners Switzerland SA, we are dedicated to providing exceptional financial solutions in insurance and investment. As an Insurance and Financial Advisor, you will be responsible for developing and maintaining strong client relationships to help them achieve their financial goals.Key Responsibilities:Provide tailored financial solutions in...

Diversity, Equity and InclusionLombard Odier is committed to building a diverse and inclusive workplace that reflects the communities we serve. We strive to create a work environment that allows everyone to bring their authentic selves to work, free from bias or prejudice. As a Wealth Advisor at Lombard Odier, you will join a team that values diversity,...

Strategic Business Development OpportunityCitigroup, Inc. seeks a highly motivated and experienced professional to join our team as an Associate Banker Lead.About the Role: This is a strategic position that requires the ability to think critically and develop innovative solutions to drive business growth.The successful candidate will be responsible for...

Job DescriptionJob SummaryWe are seeking a highly skilled Investment Advisor to join our team. The successful candidate will be responsible for developing and managing the success of specific financial products and services, providing in-depth expertise on a particular product line.Main ResponsibilitiesDevelop and manage the success of specific financial...

Benefits Package:We offer a comprehensive benefits package to our employees, including competitive salary, bonuses, and opportunities for career advancement. Our organization is committed to investing in the growth and development of our staff, providing access to training programs, mentorship, and networking opportunities.What We Offer:A dynamic and...

We are seeking a highly skilled Senior Auditor and Business Advisor to join our team at The Treasury Recruitment Hub.In this role, you will work closely with clients to understand their treasury and commodity trading needs, providing expert advice and guidance to support their business objectives.As a key member of our team, you will be responsible for...

The World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation. The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas. Why are we hiring? The Forum is currently searching for a senior Financial Planner &...

If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a...

If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a...

Job DescriptionClient Relationships: Build and maintain strong relationships with clients through regular financial reviews and personalized communication.Financial Solutions: Deliver bespoke financial solutions, including savings plans, investments, pensions, and inheritance planning, tailored to meet individual client needs.Lead Generation: Generate new...

Job DescriptionThis High Net Worth Client Advocate position requires a dynamic and credible professional who communicates with clarity and has exceptional presentation skills. You will work with ultra-high net worth individuals in Switzerland, managing their finances and providing tailored investment advice.Responsibilities include:Generating business...

Ateca Consulting is a respected Executive Search firm focusing on Private Banking & Wealth Management.Senior Relationship Management PositionWe are currently seeking experienced professionals to join a prominent Private Swiss Bank. This exciting opportunity is available for their offices globally.Key Skills and Qualifications:Minimum 5 years of experience in...

At Banque Lombard Odier & Cie SA, we value expertise and innovation. As a Private Banker Assistant, you will support our Brazilian desk team in delivering premium services to high net worth clients.">Your key responsibilities will include:Providing administrative and commercial support to Private Bankers to ensure a superior client experienceCommunicating...

Rhone Trust is a respected international group specializing in family wealth protection and succession, founded in 1982. With a global presence and a diverse team of 60 experts, the company offers a collaborative work environment that fosters innovation and growth.Role DescriptionThe Group Operations team at Rhone Trust is seeking a skilled Senior Operations...