Assistant Wealth Management

**Graduate Programme - Wealth Management Zurich**: **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 the start of...

Private Wealth Management (PWM)  secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276496BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a true networker who loves to talk to potential clients? - Do you have a strong track record in advising and sales? Can you close a deal? - Then the Wealth...

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....

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. In the area “Wealth Management & Advisory” we’re looking for an “IT Application Responsible” (AR) to strenghten...

**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...

Festanstellung 100% Laufzeit: ASAP Branche: Banken Einsatzort: Grossraum Zürich **Anforderungen**: - Mehrjährige Erfahrung in der Betreuung vermögender Privatkundschaft im Bankensektor in der Region Zürich - Ausbildung in den Bereichen Finanzplanung, Wealth Planung, Financial Consulting respektive fundierte Expertise im Bereich Finanzprodukte,...

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...

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...

Your opportunity Business partnering des WM Senior Managements, RMs und weiteren Stakeholder (i.e. CFO, Investor Relation, Corporate Development) Mitwirkung bei der Erarbeitung von Business Cases und periodisches tracking Monitoring von relevanten P/L-Veränderungen Unterstützung bei der Erweiterung eines «Data driven» Modells (MIS) zur Skalierung...

**JOB DESCRIPTION** As an Executive Administrative assistant within Asset & Wealth Management team, you will predominantly perform diverse secretarial duties requiring confidentiality, a strong work ethic. Support requirements will vary from day-to-day dependent on the business covered and all applicants should have a solid Personal Assistant background and...

**PMO Support in Investment Wealth Management** Experis is the global leader in professional resourcing and project-based workforce solutions. **Overview of contract** On behalf of our client, a large bank in Switzerland, we are looking for a Program Management Office Support. **Location**: Zürich **Start date**: ASAP **End date**: 31.12.2024 **Main...

Management AssistantOverviewWe have an excellent opportunity for an experienced Management Assistant to join a leading Professional Services business in Zurich.This is a permanent, full time opportunity.Responsibilities Providing support to Partners and Senior ManagersComplex diary managementOrganising meetings and business tripsParticipating in the...

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. Julius Bär verwaltet seit über 130 Jahren Kundenvermögen und bietet seinen Kunden als vertrauenswürdiger Partner einen...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 289580BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you the kind of person with a can-do spirit, eager to shape a future where your enthusiasm and dedication make a real difference? Are you ready to join us in exceeding...

THE LEGAL DIVISION We 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...

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. The Assistant supports the Team and the Relationship Managers (RM) with all Intermediaries and end-client requests on...

Switzerland - Zürich - Management and Business Support - Global Wealth Management **Job Reference #** - 275069BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you good at balancing different priorities with enthusiasm? Do you enjoy working in a fast-paced environment? - We are looking for an Executive Assistant to: - manage calendars...

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. **YOUR CHALLENGE**: - Erledigung sämtlicher administrativer Arbeiten im Zusammenhang mit der Kundenbetreuung von Externen...

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. We are looking for talented University Graduates! Kick-start your career with our Focus-Track Graduate Programme within the...