Client Portfolio Manager for Discretionary Mandates

We are seeking a highly experienced Strategic Portfolio Manager to join our team at W Executive. The ideal candidate will have a substantial portfolio of private and/or institutional clients in Latin America, with a strong track record of success.This role requires a professional with excellent client relationship management skills, who can thrive in a...

  Experience: Highly experienced Senior Client Relationship Manager Portfolio: Substantial portfolio of private and/or institutional clients in Latin America Preference: Thrives in a professional environment; focuses on discretionary mandates with a strong track record Compliance: Ensures full tax compliance for client assets Compensation: Prefers...

Zürich / Genferstrasse 27 - Are you looking for a new challenge to further develop your career? We are currently seeking a highly driven, energetic junior professional to join us as a Junior Client Portfolio Manager (CPM). In this role, you will help support the growth of our client base, as well as contribute to future product and client development across...

OverviewVontobel Holding AG, a leading global investment firm, is seeking an experienced Compliance Manager to join our team. Based in Zurich, this role offers a unique opportunity to work in a dynamic and professional environment.About the RoleWe are looking for a highly skilled Compliance Manager to oversee the daily monitoring of investment portfolios,...

Job DescriptionWe are seeking a highly experienced Strategic Client Portfolio Manager to join our team at WTW AG. In this role, you will be responsible for managing a diverse portfolio of national and international clients, ensuring that their risk management and insurance broking needs are met with excellence.Main ResponsibilitiesImplement and refine client...

**Portfolio Manager for business line Switchgear**: **At ABB, we are dedicated to addressing global challenges. Our core values: care, courage, curiosity, and collaboration - combined with a focus on diversity, inclusion, and equal opportunities - are key drivers in our aim to empower everyone to create sustainable solutions. That's our story. Make it your...

We are hiring an experienced **Junior Portfolio Manager - Systematic Team **to join our client, a prestigious Swiss private bank. **Location: Switzerland** **Responsibilities** - Manage systematic investment funds and mandates. - Contribute to the research and enhancement of investment processes, including tools and signals. - Support marketing and sales...

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...

Posted by - Daniela Watter- HR Generalist at Alpha Associates**We are looking for**: Amundi Alpha Associates is a private equity, private debt and infrastructure manager and advisor based in Zurich, Switzerland with another hub in Paris and EUR 20b AuM. We are a very diverse international team of 70 professionals. The firm is managed by its founding...

**Requirements**: - 8+ years in the middle/back-office management of an Asset Management Firm with Private Equity / Public Market investments and multiple investors - Background in accounting / audit ideally a “big four” audit Firm with strong Excel and data management skills - Fluent English, written and spoken. German and French nice-to-have - Swiss...

About the RoleFINDERS SA is seeking a highly experienced Strategic Portfolio Manager to join our team in Zurich, Switzerland.This role requires expertise in designing and implementing bespoke investment strategies for high-net-worth clients. The ideal candidate will possess fluency in Russian and English, with French proficiency being a plus.

Job Description:We are seeking a highly skilled Strategic Portfolio Manager to join our team at W Executive.Job Summary:This role is responsible for managing and growing a portfolio of high-net-worth clients, providing expert financial advice on wealth management, investment strategies, and estate planning.Key Responsibilities:Client Relationship Management:...

**21Shares is the world’s first and largest issuer of digital asset ETPs, with the mission of making investing in digital assets accessible to all.** With offices in New York, London, and Zurich, the team is dedicated to revolutionizing digital asset investing by bridging the worlds of traditional finance and decentralized finance. Since 2018, 21Shares...

Job Summary Business unit Asset Management Location Zurich, CH Activity rate 100% Publication date 11.11.2024 Reference 2730 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our...

About GFT - Driving Digital Transformation in Financial Services\Job Summary:We are seeking an experienced Senior Insurance Portfolio Manager to join our team in Zurich or Geneva. As a key member of our client-facing team, you will be responsible for developing and expanding a portfolio of clients, ensuring exceptional service delivery, and meeting client...

About UsGFT Technologies SE is a leading provider of digital business solutions, shaping the future of innovation.Job SummaryWe are seeking an experienced Senior Insurance Portfolio Manager to join our team in Zurich or Geneva. As a key member of our client management team, you will be responsible for developing and expanding a portfolio of clients, ensuring...

Helvetic Trust AG is an independent asset management firm catering to high net worth individuals, family offices, foundations and institutional investors. We offer wealth management, asset management and family office services from our strategic locations in Switzerland.About Our ServicesWe provide personalized and independent financial advice tailored to...

Category Graduates/Trainees Workload Full Time ( 80%) Posted on 15 October 2024***: LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 600 employees, LGT...

As an Executive Portfolio Manager at WTW AG, you will have the opportunity to work with a diverse portfolio of national and international clients.About This RoleThis role involves taking ownership of a diverse portfolio of clients, ensuring that their risk management and insurance broking needs are met with excellence.The ideal candidate will be responsible...

**Global IS Department Manager for IS Portfolio Management**: **At ABB, we are dedicated to addressing global challenges. Our core values: care, courage, curiosity, and collaboration - combined with a focus on diversity, inclusion, and equal opportunities - are key drivers in our aim to empower everyone to create sustainable solutions. Write the next chapter...