Wealth Management Analyst

About the programOur New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.As a participant, you will:Learn about the firm and how we do businessGain the skills and knowledge necessary to support...

About the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...

About UsGoldman Sachs Group, Inc. is a global investment banking and securities firm that provides financial services to governments, corporations, and individuals. Our Wealth Management division includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits.We help empower clients and customers around the world to reach...

Responsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applicationsCash managementAssist in AML clarifications and preparing clients KYC and related updatesInteracting directly with clients by phone, e-mail and, occasionally in meetingsPreparing and monitoring account...

As our new Wealth Management Associate, you willSupport the monitoring of our discretionary managed portfoliosImplement trading strategies into the managed portfolios, following regulatory requirements for asset managers in SwitzerlandParticipate in the investment committee meeting of the GroupAct as Relationship Manager for relevant clients of the Wealth...

Establish a fulfilling career in private banking with Taleo Consulting, a management consulting group operating across 9 international offices.We are seeking a highly skilled Business Analyst – Private Banking to join our dynamic team. This role requires exceptional collaboration and analytical skills, along with strong knowledge of private banking, wealth...

OverviewAs a leading global wealth manager, UBS operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our extensive network spans over 50 countries, with a presence in all major financial centers.At UBS, we believe that our diverse team of experts from various backgrounds...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 304885BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work for a...

Switzerland - Zürich - Business management, administration and support, Sales - Global Wealth Management **Job Reference #** - 312398BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work...

We are seeking a dedicated and experienced Relationship Manager to join our team as Vertriebsleiter im Bereich Wealth Management. As part of our international organization, you will have the opportunity to develop your career and expand your knowledge in the field of wealth management.Your Responsibilities Identifying and acquiring new clientsDeveloping...

Discover a thriving opportunity in wealth management at eFinancialCareers.We are seeking an experienced Financial Planning Specialist to manage and advise Wealth Management clients in Latin America. As a trusted advisor, you will inherit existing clients and contribute to the growth of our business in the region.Your expertise will be crucial in ensuring...

Social network you want to login/join with:Client:Location:Job Category:Other-Job Reference:1be52164eab3Job Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:OVERVIEW:Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment...

THE LEGAL DIVISIONWe work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property rights that show our commitment to clients, shareholders, and...

Wir sind das Kompetenzcenter für Private Banking, Fondsdienstleistungen und Kredite in allen Währungen innerhalb der Genossenschaftlichen FinanzGruppe Volksbanken Raiffeisenbanken. Als Spezialist für anspruchsvolle Finanzdienstleistungen bieten wir individuelle Lösungen für Private-Banking-Kunden mit einem Leistungsspektrum von der klassischen...

A Career at Lombard OdierA career at Lombard Odier means working for a leading global wealth and asset manager, with a strong focus on sustainable investing. As an innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, operating from over 25 offices across 4...

Taleo Consulting is seeking a highly skilled Business Analyst – Private Banking to join our dynamic team in Luxembourg, Paris, Brussels, Amsterdam, Geneva, Zurich, Barcelona, Singapore, and Lisbon.This role requires exceptional collaboration and analytical skills, along with strong knowledge of private banking, wealth management, and financial products.The...

Job SummaryAs a Wealth Management Professional, you will be responsible for delivering high-quality investment advice to ultra-high net worth individuals and sophisticated wealth management clients, leveraging your expertise in portfolio management and macroeconomic analysis.Key Responsibilities:Develop and implement tailored investment strategies for...

Job Requirements:To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as a proven track record of client relationship management. Additionally, you should have a deep understanding of cross-border markets and the ability to develop and implement effective business strategies.Main...

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

About the ProgramOur Summer Analyst Program is a comprehensive internship designed for students pursuing a degree. You will be fully immersed in our day-to-day activities, gaining valuable experience and skills.As a participant, you will:Attend orientation to learn about our culture, benefits, and responsibilities.Receive training to help you succeed in your...