Einstieg Ins Wealth Management

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

**Wealth Management Business Consultant** We are looking for a Wealth Management Business Consultant in a work from anywhere environment with people who truly care about you and your ideas. **Work at Exadel - Who We Are**: Since 1998, Exadel has been engineering its own software products and custom software for clients of all sizes. Headquartered in Walnut...

Our client is one of the biggest Swiss banks. To extend the onsite team in Zürich, we are looking for a skilled long-term Contractor for the role as Wealth Management Business Consultant. Tasks **Role Overview and Responsibilities**: - Asset & Wealth Management and Compliance Transformation Together with your team, you will focus on optimizing and...

Your opportunity Support (ca. 60%) Fachliche und technische Unterstützung sämtlicher Front-Mitarbeiter innerhalb des Wealth Management via Telefon, E-Mail, Ticketing und Onsite Business Analyse / Projektunterstützung(ca. 40%) Analyse und Identifizierung von Schwachstellen in Business-Prozessen und deren Abstimmung mit unseren IT-Spezialisten Analyse,...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...

Your opportunity Entwicklung neuer Kontrollmechanismen Weiterentwicklung des Management Reportings Tableau, Prozessmodellierung und Datenanalyse Unterhalt und Weiterentwicklung der Kontroll - & Reportingplattformen Parametrisierung der Anlagerestriktionen für die periodische Überwachung der Vermögensverwaltungsmandate Analyse / Verifizierung der...

**Schweizer Privatbank mit Multi Family Office** *** Unsere 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 ihr Spezialisten-Team -auch...

Wir sind die genossenschaftliche Privatbank der Volksbanken Raiffeisenbanken und auf die Geschäftsfelder Private Banking, Fondsdienstleistungen und Kredite in allen Währungen spezialisiert. Unser Geschäftsmodell basiert auf der engen Kooperation mit der genossenschaftlichen FinanzGruppe und unserer Standortpräsenz an den internationalen Finanzplätzen...

Schweiz - Zürich Kundenberatung / Relationship Management Personal & Corporate Banking **Automatischer Stellencode** 248344BR **Stadt** Zürich **Job-Typ** Vollzeit, Teilzeit **Ihre Rolle** Wünschen Sie den Einstieg in eine WM-Berater/innenkarriere? Dann haben Sie jetzt die Chance, sich in einem herausragenden Team die notwendigen Kompetenzen...

As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...

As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...

Bank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Strategic Recruiter HR Wealth Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider...

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 Schweizer Bank....

Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 251572BR **City** Zürich **Job Type** Full Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story...

Your opportunity Design und Entwicklung digitaler Kunden-Journeys und Prozesse für Wealth Management Kunden Verstehen von Kundenbedürfnissen und Finden kreativer und umsetzbarer Ideen dafür Direktes Interagieren und Zusammenarbeiten mit Kunden, internen Benutzern und Kollegen/innen diverser Einheiten wie z.B. Kundenberatern, Marketing Experten, Full...

Your opportunity In your role as an Assistant, you will support the Senior Relationship Managers in their acquisition activities of new private clients in the Central and Eastern European market area as well as in all aspects of wealth management and investment advice. Work closely with our in-house asset management and investment specialists to ensure a...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 266095BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Do you like interacting with clients on the phone? Would you like to work in an energetic and agile team? Are you interested in modern technologies? We are...

Description About this role Director, Product Management, Aladdin Wealth Tech This leadership role in Aladdin Wealth Tech is responsible for end-to-end product management of several Aladdin Wealth products, including products co-developed with external partner firms. The role is responsible for setting and executing a product vision for each commercial...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 260918BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership, and make things happen? Are you...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261922BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a strategic, solution-oriented thinker? Do you have a solid risk background eventually combined with experience in managing complex and sensitive client...