Global Wealth Advisor

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 319878BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic investment professional who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales with focus on...

Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...

Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...

Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...

A global wealth management firm in Zurich is seeking a Wealth Management Client Advisor to develop and maintain relationships with Ultra High Net Worth Individuals. The ideal candidate will have over 7 years of experience in client advisory, strong networks, and excellent communication skills in multiple languages. This role offers flexibility in working...

A leading global wealth management firm in Zürich seeks a Wealth Management Client Advisor to deliver exceptional client experience. The role requires over 15 years of experience in wealth management, fluency in Mandarin and Cantonese, and a solid understanding of both Hong Kong and China markets. You will build relationships with high-net-worth individuals...

A leading global wealth manager in Zurich is seeking a Wealth Management client advisor to enhance relationships with Chinese entrepreneurs and High Net Worth Individuals. You will utilize your expertise in relationship management and provide compelling advice, ensuring compliance with all regulations. The ideal candidate has over 5 years of experience in...

Job Reference #322406BRJob TypeFull TimeYour roleAre you ready to thrive in a dynamic and demanding environment? Do you stay calm and focused, even during challenging situations? We are looking for a motivated and dedicated colleague to support our client advisor in delivering exceptional service.Your Responsibilities:Engage in daily direct contact with...

A leading global wealth management firm in Zurich seeks an experienced business strategist to drive digital transformation initiatives. You will lead strategic projects, manage stakeholder engagements, and develop strategies to enhance growth and profitability. The ideal candidate has over 7 years of experience in wealth management and a deep understanding...

Overview Join to apply for the Client Advisor, HK/China Team, APAC Switzerland WM in Zurich role at UBS. Job Reference #329414BR | 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 well connected to both Hong Kong and Chinese...