Investment Controller Wealth Management

coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...

Description du poste - Au sein du département Marketing, Investment Products & Services, vous serez en charge des tâches suivantes: - Contribuer à l’élaboration de propositions d'investissement sur-mesure ; - Contribuer à la réalisation de présentations marketing de nos services ; - Participation au projet d’amélioration des outils de reporting...

**Graduate Programme - Wealth Management - Europe & Mediterranean**: **Description**: Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th...

**Graduate Programme - Wealth Management - Affluent Banking**: **Description**: Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and...

Suisse - Suisse romande - Conseil clientèle / Relationship management, Gestion portefeuille et fonds - Global Wealth Management **IdDemandeAuto** - 291930BR **Ville** - Fribourg **Type de poste** - Temps plein **La fonction** - Avez-vous comme objectif de soutenir les clients dans la gestion de leur patrimoine ? Voulez-vous contribuer aux changements...

Posted by - Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets...

**JOB DESCRIPTION** The Audit and Exams Supervision and Coordination Officer position within the Business Sustainment Operations (BSO) Team forms part of the wider Client Operations Team. You will be part of an establishing market leading function to help manage the regulatory risks involved in onboarding clients with special attention to meeting the...

Description du poste - Au sein de la Direction Financière - département Asset & Liability (ALM), le/la VIE: - Assure le suivi des opérations de financement pour le compte de la Banque ; - Participe à l'élaboration des tableaux de bord ALM et des reportings pour la Holding et le Groupe ; - Réalise un suivi de l'exercice budgétaire ALM ; - Teste, met...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. As an Investment Writer at Julius Baer, your primary task is to serve our internal and external clients with easy-to-gauge...

Our client is the Asset Management of a bank in Zurich. We are looking for a financial controller (m, f, d) as an IFRS Fund Accountant / Financial Controller Tasks Preparation of monthly, quarterly and statutory annual financial statements for the funds / Monitor disbursements, distributions and compensation payments / Control the NAV package / Prepare...

Our client is the Asset Management of a Bank in Zurich. We are looking for a financial controller (m, f, d) as an Controller Fund Portfolios and Operations Aufgaben Control of classic investments (securities) in portfolio systems / Control of data feed from external asset managers and data providers (e.g. Bloomberg) as well as maintenance and quality of...

**JOB DESCRIPTION** Job summary: This is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan’s Private Banking business (LATAM Market). We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an...

**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, transformation delivery and managed services to move their organizations forward. - We...

Description du poste - La Direction du département Organisation recherche un développeur expérimenté(e) Sharepoint / K2 / Power BI. Il/Elle sera en charge des activités spécifiques suivantes: - Assure le support aux utilisateurs en Suisse et en Asie et gère le suivi des tickets d’incidents ; - Contribue à l’automatisation et l’amélioration...

**Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Intitulé du poste**: JUNIOR PROGRAM H/F **Type de contrat**: Stage **Durée (en mois)**: 18 mois **Date prévue de prise de fonction**: 01/09/2023 **Poste avec management**: Non **Cadre / Non Cadre**: Non cadre **Missions**: Nous vous offrons un programme...

Description du poste - Le département Client Data Quality & Services est une unité opérationnelle critique chargée principalement de réaliser la diligence formelle des dossiers d’ouverture de comptes clients, de changement des circonstances et des révisions périodiques. L’assurance de complétude et de cohérence des données clients est la...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 268556BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Erfüllt es Sie mit Freude und Zufriedenheit, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können? Ist Ihre Anlageberatung...

**Client**: They offer a medium-sized, long-established, excellent reputation for private banking in Switzerland, as well as globally. A very low staff turn-over, strong family values, a serious employer who really takes care of their employees. Their clients are private clients (UHNWIs and HNWIs) as well as family offices, institutional and funds. A unique...

Switzerland-Switzerland - Midland / Plateau-Fribourg | Full-time (FT) | Job ID 220295 - Relationship Management / Client Advisory Multiple **We Offer** **Les points forts de ton programme** Notre programme Career Start offre une plate-forme idéale pour les diplômés qui souhaitent découvrir les spécificités du secteur financier. Le programme...

**Date**:24 avr. 2024 **Lieu**: Genève, Corporate, 1203 **Entreprise**:teoxanesa Teoxane Laboratories were established in Geneva, Switzerland, in 2003. They are specialized in the design and manufacturing of hyaluronic acid-based dermal fillers and dermocosmetics. Teoxane strength is to offer a global patient care. Using its products, practitioners are...