Financial Advisor

Critères de l'offre Description du poste Are you a person looking for a challenge? Do you know how to deal with pressure? Then our team is the right place for you! **In this role, you will**: - offer solutions directly in daily contact with Financial Intermediaries, i.e., professional customers like External Asset Managers and Multi Family Offices - be...

A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. 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...

Schroders, with headquarters in London, employs over 5700 talented people worldwide, operating in 38 different locations across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach...

eFinancialCareers Sourcing Services Zurich, SwitzerlandPosted 1 day ago Permanent To be discussed An independent, international firm specializing in capital advisory and fiduciary services, with offices in Baar / Zug, Switzerland. Our purpose is to be the most trusted advisor for our clients by providing innovative financing solutions and bespoke fiduciary...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 271548BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic client advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 271548BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic client advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...

For our client, a global industrial group headquartered in Zürich Oerlikon, we are looking for a driven and ambitious Export and Trade Finance Advisor. In this role you will be providing financial solutions and payment risk mitigation instruments and support the Business in Short Term Trade Finance arranging customer financing, providing financial advisory...

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized market leading solutions to help clients with the many challenges and complexities they...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 272938BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re looking...

Switzerland - Zürich - Business development - Global Wealth Management **Job Reference #** - 295850BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? - We’re...

This role demands a sophisticated understanding of trust and fiduciary services, as well as the ability to navigate and manage complex legal and financial structures across various jurisdictions.Core Responsibilities:1. Primary point contact: Act as the strategic advisor and primary point of contact for high net-worth individuals, families, and...

This role demands a sophisticated understanding of trust and fiduciary services, as well as the ability to navigate and manage complex legal and financial structures across various jurisdictions.Core Responsibilities:1. Primary point contact: Act as the strategic advisor and primary point of contact for high net-worth individuals, families, and...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 278510BR **City** - Zürich **Job Type** - Full Time **Your role** - We are looking for a Client Advisor HNWI for our Iberia Intl. Desk in Zurich to- develop and maintain trustworthy client partnerships with the main focus on strategic...

As a wealth advisor at Marmot, you will have the opportunity to shape our new offering for our female clients, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s lifegoal-based investment philosophy. You believe that effective and happy investing can be achieved...

Switzerland - Zürich - Client advisory / Relationship management, Sales - Personal & Corporate Banking **Job Reference #** - 276968BR **City** - Zürich **Job Type** - Full Time, Part Time **Your role** - Are you a client facing person? Do you enjoy giving advice, driving sales activities and dealing with clients' requests? We are looking for someone...

Our Career Start Program offers an ideal platform for graduates who want to experience life at the heart of the financial services industry. You start your main assignment in your business area and rotate to another department for 4-6 months so you can experience different positions, gain insight into a broad spectrum of roles, build new skills and develop...

**Global Financial Planning Workstream Lead**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 287108BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...

Die Welt des Finanzwesens erlebt eine epochale Veränderung und wir laden dich ein, Teil dieses wegweisenden Wandels zu sein. Möchtest du nicht nur Zeuge, sondern auch Gestalter dieser neuen Ära sein? Bist du von Technologie ebenso begeistert wie wir? Dann bist du bei uns genau richtig! Unser Ziel ist es, die Zukunft der Finanzwelt aktiv mitzugestalten...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 276219BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind sie eine Person, welche die Herausforderung sucht? Verstehen Sie es mit Druck umzugehen? Dann sind Sie in unserem Team genau richtig! - Sie werden: -...