Investment Advisor, Wealth, LatAm

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...

We are seeking a Strategic Wealth Advisor to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd.Your Challenge:Develop and manage relationships with High Net Worth/Ultra High Net Worth private clients.Deliver comprehensive wealth management solutions to meet clients' needs.Work with cross-functional teams to provide tailored investment solutions.Monitor...

Earn a competitive salary of $120,000 in Zurich as a Strategic Wealth Manager for eFinancialCareers.This is an excellent opportunity to join a thriving business and manage wealth management clients in Latin America.You will inherit existing clients and contribute to the growth of the business in the region, advising across public and private asset...

Pioneering Private Wealth Management for WomenMarmot Invest AG seeks a visionary Strategic Wealth Advisor for Women to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content.Key Responsibilities:Develop and Maintain Model Portfolios: Work...

Wealth Management Spezialist/inInternationale Privatbank mit Niederlassungen in der Schweiz und Europa sucht für ihre Niederlassung Zürich einen erfahrenen Senior Relationship Manager/in. Der/ Die Kandidat/in wird die vermögenden Kunden auf hohem Niveau betreuen und ihre Beziehungen pflegen.Wir erwarten von Ihnen:Ein gutes Beziehungsnetz zu HNWI- und/oder...

Job Description: Senior Investment Advisor Location: Zurich, SwitzerlandDepartment: Asset ManagementAbout the Role: Our client, a prominent asset management firm in Zurich, is seeking a seasoned Senior Investment Advisor to design and implement bespoke investment strategies for high-net-worth clients. This role requires fluency in Russian and English, with...

About the RoleMarmot Invest AG is seeking a highly skilled Investment Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial advisory services to our female clients.As an Investment Specialist, you will work closely with our investment teams to craft solutions that resonate...

Job Description:We are looking for a highly accomplished investment specialist/advisor to lead the Investment Management team Emerging Europe and advise clients on their investment portfolios. The objective for the Investment Manager (IM) team in Zürich is to support existing clients across the regions of Emerging Europe, delivering Deutsche Bank Private...

Investor Relationship Manager - LATAMW Executive Zürich, Schweiz Jetzt bewerben Gepostet vor 3 Tagen Flexibel Festanstellung the salary is very competitive and depends if the candidate works full time or part time The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and...

Marmot Invest AG is seeking a Senior Wealth Manager to onboard and grow a book of clients through dedicated relationship management and nurturing. As a Senior Wealth Manager, you will develop a thorough understanding of each client's needs, goals, and financial status to guide them based on Marmot's life-goal-based investment philosophy.You will identify...

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...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 304124BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you...

Job Title: Wealth Planning ExpertWe are seeking a highly skilled Wealth Planning Expert to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The successful candidate will be responsible for working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich.The ideal candidate will...

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.Are you passionate about investments and do you want to deliver...

JUNIOR Operations Analyst – Investment Reporting & Accounting (Zurich, Switzerland) Fixed term 12 months Latest start date: November 2024 Do you have extensive operations experience in Wealth Management and expertise in Investment Reporting and Accounting? Are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible,...

Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

Switzerland - Zürich Client advisory / Relationship management Global Wealth Management Job Reference # 304124BR City Zürich Job Type Full Time Your role Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to...

Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

Key Responsibilities:Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives. Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions. Provide expert financial advice on a range of products and services, including wealth management,...

As a Wealth Channel Development Specialist at the William Blake Group, you will be responsible for developing relationships with existing and new clients in the private wealth channel, focusing on Switzerland. Your goal will be to strategize and map the investor landscape, understand competitor offerings, and position our products and firm accordingly.Key...