Fiduciary Manager, Wealth Management

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...

Responsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications.Cash management.Assist in AML clarifications and preparing clients KYC and related updates.Interacting directly with clients by phone, e-mail and, occasionally in meetings.Preparing and monitoring...

A leading provider of Private Wealth and Fiduciary services is seeking an ambitious Business Development Director to join their growing team in Zurich. This role is ideal for a driven professional who thrives on building client relationships and expanding networks within the private wealth sector.Key Responsibilities:Develop and manage a robust pipeline of...

At Yakoubi Associates, we are seeking a highly skilled Wealth Management Specialist to join our team in Zurich. As an Account Manager / Junior Relationship Manager, you will provide administrative and operational support to one Relationship Manager in their day-to-day tasks and co-ownership of a smaller client book.Key ResponsibilitiesUnderstand the needs...

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...

Account Manager - Wealth Management Startdatum: Sofort Pensum: 80% - 100% Als eine führende, private Vermögensverwaltung, die sich auf die individuelle Betreuung vermögender Privatkunden spezialisiert hat, stehen wir für Diskretion, Expertise und massgeschneiderte Lösungen. Mit einem tiefen Verständnis für die Bedürfnisse unserer exklusiven Klientel...

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...

Schweizer Privatbank mit Multi Family Office Unsere Klientin ist eine kleinere, erfolgreiche und unabhängigeSchweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt auf ihr Spezialisten-Team -auch...

An international advisory and fiduciary services firm for wealthy individuals, family offices, corporations, and institutional clients is looking to hire a tax manager in its centrally located office in Zurich.The successful candidate will provide tax and legal advice for legal entities and individuals, including:Preparation of complex tax returns.Support...

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

Sie durchlaufen in einem Zeitraum von 18 Monaten die unterschiedlichen Aufgaben im Wealth Management. Dabei lernen Sie die Schnittstellen zu anderen Bereichen und Geschäftsfeldern der Bank kennen.Das Wealth Management am Standort Zürich ist verantwortlich für die Betreuung der Bestandskunden und die aktive Akquise neuer Kunden in der Schweiz. Hierzu...

Consultant Wealth and Asset Management at Capco Switzerland - ZurichABOUT CAPCOCapco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge to offer our clients consulting expertise, complex technology and package integration, transformation delivery,...

Consultant Wealth and Asset Management at Capco Switzerland - Zurich ABOUT CAPCO Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration,...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 308535BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a thought leader and influencer, equipped to craft the GWM AI strategy and drive this roadmap? Do you have a global footprint in pivoting an organization of...

Marmot Investment AG is a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building.About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as an intern.As an intern, you will gain hands-on experience across...

The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...

Company OverviewBanque Pictet & Cie SA is a leading international private bank with a strong presence in Switzerland and globally. We offer a unique opportunity for talented individuals to join our Graduate Programme and develop their skills in wealth management.Job DescriptionThe Graduate Programme is an 18-month programme that includes both on-the-job and...

Wealth Management für West- und Zentraleuropa, ZürichZürich, SwitzerlandSchweizer Privatbank mit Multi Family OfficeUnsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren....

Senior Wealth Manager mit Akquisitionsflair (m/w/d), ZürichZürich, SwitzerlandFINMA lizenzierter Vermögensverwalter in Zürich, der Teil einer internationalen Finanzgruppe im Schweizer Familienbesitz ist, sucht nachhaltige Verstärkung.Unsere Auftraggeberin ist eine übersichtliche, internationale Unternehmensgruppe, die seit mehreren Jahrzehnten...

Job Reference #308535BRCityZürichJob TypeFull TimeYour roleAre you a thought leader and influencer, equipped to craft the GWM AI strategy and drive this roadmap? Do you have a global footprint in pivoting an organization of comparable complexity? We are looking for a renowned AI expert to transform how UBS works and key responsibilities will be to:Plan,...