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...

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...

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...

Als erfahrener Senior Business Analyst mit Expertise im Investment- und Wealth-Management, suchst du nach einer Herausforderung in einem dynamischen Umfeld? Über uns Profidata AG ist ein führender Anbieter von innovativen Softwarelösungen für das Investment- und Wealth-Management. Unsere Zielsetzung ist es, Kunden individuelle Lösungen anzubieten, um...

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...

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...

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...

Lombard Odier is a renowned global wealth and asset manager, focusing on sustainable investing. As an innovative bank of choice for private and institutional clients, our Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion across 4 continents.With a history spanning over 225 years, Lombard Odier is an investment...

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...

Are you ready to take your career to the next level? Join a forward-thinking company at the forefront of innovation in investment and wealth management software solutions. My client is seeking a Senior Business Analyst to play a pivotal role in shaping the future of a cutting-edge investment management platform.What You'll Do:As a key member of the business...

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...

Wealth Management Across 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...

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,...

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...

WER WIR SIND UND WAS WIR BIETEN: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...

PROFIDATA bietet seit über drei Jahrzehnten innovative Software- und Saa S-Lösungen für das Investment und Wealth Management in den wichtigsten Finanzzentren an. Ergänzt wird dieses Angebot durch ein stark wachsendes, breites Dienstleistungsangebot in den Bereichen Beratung, Implementierung, Schulung und Support. Für unseren Hauptsitz in Zürich suchen...

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...

PROFIDATA bietet seit über drei Jahrzehnten innovative Software- und SaaS-Lösungen für das Investment und Wealth Management in den wichtigsten Finanzzentren an. Ergänzt wird dieses Angebot durch ein stark wachsendes, breites Dienstleistungsangebot in den Bereichen Beratung, Implementierung, Schulung und Support.Für unseren Hauptsitz in Zürich suchen...

Junior Tester – Wealth Management/Investment BankingWe are seeking a dedicated and detail-oriented Junior Tester to join our team, focusing on Wealth Management (WM), Investment Banking (IB), and Capital Markets testing projects. The successful candidate will support end-to-end testing processes, ensuring the delivery of high-quality applications and...