Wealth Manager Geneva
vor 12 Stunden
**Do you combine your “power” with initiative and sales talent? ** If you like to work independently and are nevertheless a team player, then you are the ideal reinforcement for our client.
Swiss Prime International AG is a privately held insurance brokerage and financial advisory firm that offers its clients a wide range of financial products and services, including short
- and long-term insurance solutions, pension and tax advice and a range of advisory services.
**THE FOLLOWING TASKS AWAIT YOU**:
- Sales in the private customer sector with the target group expats in Switzerland
- Client acquisition
- Advice and support for international customers
- Quotation orders and tenders
- Organization of the company event
- Participation in trade fairs
**WHAT YOU BRING WITH YOU**:
- Completed training in the insurance industry
- Several years of experience as an insurance consultant or broker
- Enjoyment of needs-based advice and a high level of customer orientation
- Reported sales result in the insurance business
- Strong self-motivation, self-discipline and proactive action
- Language skills: fluent in German and English
**WHAT WE OFFER**:
- A young and motivated team
- An attractive location in the center of Zug
- The opportunity to complete a part-time further training course.
- Remuneration to be discussed
**Salary**: CHF3,000.00 - CHF3,001.00 per month
Ability to commute/relocate:
- Geneva, GE: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Are you UK level 4 qualified?
-
Senior Wealth Management Consultant Schweiz
vor 21 Stunden
Zug, Zug, Schweiz kessler gmbh VollzeitSie suchen nach einer Herausforderung, bei der Sie Ihre Fähigkeiten als Berater und Manager unter Beweis stellen können? Unsere Bank bietet Ihnen die Möglichkeit, sich in einem dynamischen Umfeld zu entwickeln und ein etabliertes Kundenportfolio zu übernehmen. Als Senior Wealth Management Consultant im Bereich HNWI Schweiz werden Sie unsere...
-
Wealth Planner
vor 1 Woche
Zug, Schweiz UBS VollzeitSchweiz - Zentralschweiz Kundenberatung / Relationship Management Global Wealth Management **Automatischer Stellencode** 248900BR **Stadt** Zug **Job-Typ** Vollzeit, Teilzeit **Ihre Rolle** Sind Sie ein Experte/eine Expertin in den Bereichen Vorsorge und Finanzplanung? Liegt es Ihnen, in persönlichem Kundenkontakt anspruchsvolle Kundensituationen...
-
Client Relationship Professional, Private Wealth
vor 7 Monaten
Zug, Schweiz Partners Group VollzeitPartners Group has been a leading innovator of client solutions for the Private Wealth segment. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia and the US. With over USD 30 billion in assets under management today, Partners...
-
Wm Client Account Manager
Vor 3 Tagen
Zug, Schweiz UBS VollzeitSchweiz - Zentralschweiz - Business Management, Administration & Support, Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 273106BR **Stadt** - Zug **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie bereit, sich in einem spannenden und anspruchsvollen Umfeld zu bewegen? Behalten Sie auch in...
-
Zug, Schweiz Tbwa ChiatDay Inc VollzeitGarda Capital Partners (Garda) is a multi-billion dollar alternative investment firm with over 20 years of experience deploying relative value strategies across fixed income markets for institutional investors. Garda has offices in Wayzata, New York City, West Palm Beach, Geneva, Zug, Copenhagen, Singapore, and Scottsdale.Garda is looking to hire a Senior...
-
Working Student
vor 5 Monaten
Zug, Schweiz Tramondo Investment Partners AG Vollzeit**Working Student (Werkstudent) in Wealth/Asset Management (Compliance Department), 20-40% (M/F)** **Tramondo Investment Partners AG is a Swiss based leading Asset Manager with a history of over 45 years. We are at home in the heart of the old town of Zug and Zurich, Switzerland.** To support our growing **Compliance department **and assist with...
-
Strategic Financial Portfolio Manager
Vor 4 Tagen
Zug, Zug, Schweiz Mevelin AG VollzeitAt Mevelin AG, an innovative Asset Management Company in Zug, Switzerland, we are seeking a skilled Strategic Financial Portfolio Manager for a 100% role.The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. As a key member of our team, you will excel at building...
-
Experienced Sales Person
vor 7 Monaten
Zug, Schweiz ALTOO Vollzeit**Who we are**: Altoo was founded in 2017 with the mission to create ‘simplicity for complex wealth.’ The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection empowering wealthy private individuals to keep track and control over their total...
-
Client Relationship Professional for Switzerland
vor 12 Stunden
Zug, Schweiz Partners Group Vollzeit**What it's about** Partners Group has been a leading innovator of client solutions for the Private Wealth segment. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia and the US. With over USD 30 billion in assets under...
-
Medical Manager
Vor 2 Tagen
Zug, Schweiz IPSEN Vollzeit**Title**: Medical Manager / Medical Scientific Liaison Manager - Oncology(M/F/d) **Company**: IPSEN Pharma Schweiz GmbH Ipsen is a dynamic and growing global specialty-driven biopharmaceutical company focused on innovation and specialty care. We aim to make a sustainable difference by significantly improving patients’ health and quality of life and...
-
Wm Client Account Manager
vor 1 Woche
Zug, Schweiz UBS VollzeitSchweiz - Zentralschweiz - Kundenberatung / Relationship Management, Management & Business Support - Global Wealth Management **Automatischer Stellencode** - 272668BR **Stadt** - Zug **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie bereit, sich in einem spannenden und anspruchsvollen Umfeld zu bewegen? Behalten Sie auch in turbulenten Zeiten...
-
Support Professional
vor 7 Monaten
Zug, Schweiz Partners Group VollzeitPartners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment Partner Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution...
-
Paralegal (Corp. Legal)
vor 7 Monaten
Zug, Schweiz Partners Group Vollzeit**What it's about** The Private Wealth Structuring team is responsible for designing and scaling Partners Group’s Private Wealth platform. It develops innovative investment structures and funds for institutional and private investors globally. Representative projects include the establishment and maintenance of closed and open-ended investment vehicles...
-
Client Advisor
Vor 2 Tagen
Zug, Schweiz Mevelin AG VollzeitFor our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced Client Advisor (m/f/d) 100% The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client...
-
Client Advisor
Vor 2 Tagen
Zug, Schweiz Mevelin AG VollzeitFor our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced Client Advisor (m/f/d) 100% The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client...
-
Manager, Research Science
vor 2 Monaten
Zug, Schweiz Thomson Reuters VollzeitAre you a curious and open-minded individual with an interest in leading teams conducting state-of-the-art foundational machine learning research? Thomson Reuters Labs is seeking Research Scientist Managers with a passion for leading teams and solving challenging machine learning problems in a data-rich, complex academic environment driven by real-world...
-
Sales Executive Europe, North America, Middle East
vor 7 Monaten
Zug, Schweiz vestr AG VollzeitAbout vestr vestr is a thriving fintech start-up and B2B financial technology provider. Since starting with three founders in 2017, our team has grown to almost 40 international contributors, including ex-Googlers, Avaloq veterans, Accenture and d-fine experts, and ETH alumni with Master’s degrees in Computer Science and Engineering. Our awesome group of...
-
Zug, Zug, Schweiz Mevelin AG VollzeitWe are seeking an experienced Portfolio Strategist to join our team at Mevelin AG, a leading Asset Management Company based in Zug, Switzerland.About the RoleAs a Client Advisor, you will be responsible for building and maintaining long-term relationships with clients, understanding their financial needs, and recommending tailored investment strategies...
-
Analyst - Private Equity, Product Specialist
Vor 5 Tagen
Zug, Schweiz Capital Dynamics VollzeitAnalyst - Private Equity, Product SpecialistContract Type: Permanent (Full-time)About Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy.Established in 1988, the Firm has extensive knowledge and experience...
-
Analyst, Product Specialist
vor 1 Woche
Zug, Schweiz Capital Dynamics VollzeitAnalyst, Product Specialist - Private EquityRole: Analyst, Product Specialist - Private EquityContract Type: Permanent (Full-time)About Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy.Established in 1988, the...