Investment Advisor, Wealth, LatAm | Zurich, CH

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...

Responsibilities:Experience in a technical Wealth Management relationship role such as Investment Advisor or Wealth Manager.Strong knowledge of the LatAm Wealth Management market.Excellent written and spoken communication skills.We are seeking a highly skilled professional who can leverage their expertise to drive business growth and deliver exceptional...

Client:Albedis SALocation:Job Category:OtherJob Reference:f77c6e87c319Job Views:6Posted:03.03.2025Expiry Date:17.04.2025Job Description:Lead a team of Relationship Managers covering the LATAM market in SwitzerlandBring strong ability to network, build and maintain business relationships within the Wealth Management industryIdentify and onboard bankers...

Our client is seeking a Senior Investment Advisor with expertise in Indian capital markets to develop investment strategies and focus on leveraging an established Foreign Direct Investment Vehicle. Duties Include: Provide premium investment advisory services to high-net-worth (HNW) clients with a strong emphasis on Indian capital markets, developing...

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to...

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...

Senior Compliance Advisor - Investments (m/w/d), Zürich DistrictZürich District, SwitzerlandUnser ROCKEN Partner entwickelt und vertreibt Software-Lösungen für das Investment und Wealth Management. Das Unternehmen unterhält Niederlassungen und Repräsentanzen in den wichtigsten Finanzzentren in Europa und Asien.Deine VerantwortungIn deiner zentralen...

Senior Compliance Advisor - Investments (m/w/d), ZürichZürich, SwitzerlandUnser ROCKEN Partner entwickelt und vertreibt Software-Lösungen für das Investment und Wealth Management. Das Unternehmen unterhält Niederlassungen und Repräsentanzen in den wichtigsten Finanzzentren in Europa und Asien.Deine VerantwortungIn deiner zentralen Rolle als Senior im...

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to...

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 314650BR **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 and sales? Are you well connected...

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 244866BR **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 and sales? Are you well connected...

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to...

Our client is seeking a Senior Investment Advisor with expertise in Indian capital markets to develop investment strategies and focus on leveraging an established Foreign Direct Investment Vehicle.Duties Include:Provide premium investment advisory services to high-net-worth (HNW) clients with a strong emphasis on Indian capital markets, developing investment...

Your roleAre you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager?We're looking for a Wealth Management client advisor, in Zurich, Switzerland,...

Your roleAre you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager?We're looking for a Wealth Management client advisor, in Zurich,...

Job Reference #314650BRCityZürichJob TypeFull TimeYour roleAre you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager?We’re looking for a...

Kessler gmbh is a centuries-long experienced family wealth management company providing sophisticated investment solutions to select families, individual entrepreneurs and private institutions.Your Responsibilities:Develop bespoke investment strategies for clients with complex asset structures, aligning financial advice with their risk profiles.Support...