Business Development Associate: Path to Wealth Advisor

vor 1 Woche


Genf, Schweiz deVere Group Vollzeit

A global financial services provider in Geneva is seeking a Business Development Associate. This role involves supporting Private Wealth Advisors, developing marketing presentations, and conducting client service. The ideal candidate has at least 1 year of financial services experience, excellent communication and analytical skills, and an entrepreneurial spirit. Ongoing training will prepare you for a future Private Wealth Advisor role.
#J-18808-Ljbffr



  • Genf, Schweiz deVere Group Vollzeit

    deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector.Are you a self-starter and can think outside the box? We are seeking Business...


  • Genf, Genf, Schweiz International Financial Advisor Jobs Vollzeit

    Our client, a prominent financial services company, oversees more than $12 billion in assets for over 80,000 clients globally. As part of a significant global expansion, they have exciting opportunities for specialists with at least 5 years of experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross-border...


  • Kanton Genf, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 236235BR **City** Genève **Job Type** Full Time **Your role** Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...


  • Genf, Genf, Schweiz Independent Resourcing Consultancy Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    Private Wealth Manager - SwitzerlandOur client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that...

  • Senior Wealth Manager

    vor 2 Wochen


    Genf, Schweiz BBGI GROUP SA Vollzeit

    Senior Wealth Manager (Switzerland)Your entrepreneurial qualities have long been recognized and have enabled you to retain a clientele convinced of your skills and your commitment to serving their personal interests.You want to be able to offer them better solutions than those currently available to you in order to improve their level of comfort and increase...

  • Wealth Planner

    Vor 2 Tagen


    Genf, Genf, Schweiz Ur-Capital Vollzeit

    Job Description A leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner.   Responsibilities : Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy.Develop and maintain strong...

  • Legal & Tech Associate

    vor 3 Wochen


    Genf, Schweiz Holistik SA Vollzeit

    Get AI-powered advice on this job and more exclusive features. Legal & Tech Associate (Part-Time, Flexible 40–50%) About Holistik Holistik is an agile and forward-thinking wealth planning boutiquewith Swiss and internationaltax and legal expertise. We assist clients inbusiness structuring, wealth strategy, asset protection and transfer, relocation and...

  • Wealth Manager

    vor 1 Tag


    Genf, GE, Schweiz Independent Resourcing Consultancy Vollzeit

    **Wealth Manager - Switzerland**: - Job Reference: QV9WYVYR - Date Posted: 12 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Geneva - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis A prestigious financial advisory firm with a global presence and...


  • 1204 Genf, GE, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s MENAT 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...

  • Senior Wealth Planner

    Vor 2 Tagen


    Genf, Genf, Schweiz Pictet Group Vollzeit

    Your teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.PWM is seeking to recruit a Senior...