Berater Wealth Management

OverviewBrookfield Asset Management is a leading global alternative asset manager with a rich history of owning and operating real assets and related businesses.We are committed to developing our people through challenging work assignments and exposure to diverse businesses.Job DescriptionThe Senior Client Relationship Manager will be responsible for...

About the PositionThe Head of Wealth Management will oversee the development and implementation of tailored financial products and services, ensuring excellence in our commercial approach and in the delivery of our client experience.Key AccountabilitiesDrive business growth through strategic partnerships, product innovation, and exceptional client...

Altus Search Ltd is seeking a talented Wealth Management Expert to manage a portfolio of high net-worth clients. As a Wealth Management Expert, you will be responsible for developing and implementing comprehensive financial plans to help clients achieve their goals.Key Responsibilities:Analyze client data and develop customized financial plans to meet their...

We are seeking a senior Wealth Manager to join our team in Zurich, with a focus on the Latin America market. As a key player in our business, you will be responsible for managing client relationships, providing expert advice on investment strategies, and driving business growth in the region.Your technical expertise will enable you to identify opportunities...

Finanzberater: Wealth ManagementUnsere Aufgabe besteht darin, einen Junior Finanzberater für den Standort in Zürich zu suchen. Die Stelle ist Teil unseres Teams im Bereich Wealth Management.**Was du erwarten kannst:**Du unterstützt uns als Fundi und Expert bei der Erstellung von Anlagevorschlägen.Du bist zuständig für die Kundenbetreuung und das...

About the RoleThe Wealth Management Professional will develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and needs. Key responsibilities include providing bespoke investment, wealth planning, and financial solutions, acting as a trusted advisor, delivering proactive insights and market updates, identifying...

Bruin seeks a seasoned Wealth Management Marketing Lead to drive marketing initiatives across Switzerland, Germany, and Austria.About the PositionThe ideal candidate will have a strong understanding of the regulatory environment and market dynamics in the DACH region. Proven track record in developing and executing marketing strategies in the wealth...

Wealth Management für West- und ZentraleuropaSchweizer 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. Die Bank bietet - gestützt auf...

Investec Wealth & Investment is seeking a skilled relationship manager to drive business growth and deliver exceptional client service. As a Private Banker, you will play a pivotal role in managing and nurturing relationships with existing clients and external partners.The successful candidate will possess strong analytical skills, attention to detail, and...

At Helvetic Trust AG, we pride ourselves on providing exceptional personalised service to high-net-worth individuals. As a leading private wealth management firm, we offer long-term trusted partnerships built on competence and integrity.This role will support the Senior Partner in the day-to-day servicing of our clients. You will play a key role in preparing...

Company OverviewWe are a boutique recruitment agency dedicated to providing exceptional service in the financial services sector. With a strong focus on building long-term relationships, we pride ourselves on delivering tailored solutions to meet the unique needs of our clients.About the Role:We are seeking an experienced Private Wealth Management...

FINDERS SA seeks a Wealth Management Specialist to develop and maintain relationships with high-net-worth clients in the cross-border markets segment.Job Description :Develop and manage client portfolios, focusing on cross-border markets.Provide tailored financial and investment solutions to clients.Acquire new clients and assets through networking and...

OverviewdeVere Group is a leading financial services company that offers personalized, independent financial advice to its clients. We are committed to delivering tailored wealth management solutions to individuals and families around the world.

Company OverviewMarmot Investment AG is a boutique Swiss wealth manager dedicated to serving high-net-worth women and their families. Our mission is to empower and inspire women to achieve financial freedom through wealth management and community building.

Job SummaryWe are seeking an experienced Financial Planning Expert to join our team. The ideal candidate will have a strong background in financial planning, investments, and wealth management, with excellent communication and interpersonal skills.

Wealth Management OpportunityOur firm provides comprehensive wealth planning and management services to families and individuals. We are seeking an experienced Relationship Manager to join our team.The ideal candidate will have extensive experience as a Relationship Manager / Account Manager of an own HNWI/UHNWI client portfolio in a Family Office, Bank, or...

The Role of a Client Relationship Manager at Brookfield Oaktree Wealth Solutions involves building and maintaining strong relationships with clients across the wealth management sector in Switzerland. This requires excellent communication skills, a deep understanding of the financial industry, and the ability to identify and capitalize on business...

Role OverviewWe are seeking an ambitious student to join our 2025 Off-cycle Internship Program within our Global Wealth Management business. This paid internship will last 6 months, with a potential 3-month extension.Your ResponsibilitiesYou'll get to assess the current political and regulatory developments in relation to the Swiss retirement system and...

RequirementsBachelor / Master's degree in Finance, Economics, Engineering, or similar.At least 3 years of banking or consulting experience with a focus on wealth and asset management.Solid understanding of the value chain in wealth and/or asset management.

We are seeking a skilled Financial Services Manager to join our External Wealth Managers department in Zurich.The successful candidate will be responsible for developing and servicing external partnerships, providing a premium service to high net worth individuals, and growing the team's book through the development of existing partnerships and/or new...