Financial Planner Uhnwi/hnwi-kundenportfolio

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 Privatbank mit HQ...

Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...

Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...

Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Aufgaben Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...

‍ ‍ Skybound will provide full support through the CII/CISI/LIBF examination process to complete the UK Level 4 Diploma and progress towards Chartered status. **Desired Skills and Experience**:‍ - A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage...

We are looking for an experienced Strategic Planner for creating strategies to facilitate processes within an organization and must be able to perform various duties, including researching, project management, and portfolio creation. You will be the one developing strategic plans and assessing the company and sub-entities performances, including conducting...

**INTRODUCTION**: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A **PRIVATE BANKER - SWEDEN** POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED **ASSIGNMENT DESCRIPTION**: - Prospecting and acquiring new clients and new assets of **U/HNWI** private clients from the **Swedish** market - **Advising **both existing as well as new clients on all...

**Your team**: - Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- You will manage client...

Jeantet est l’un des principaux cabinets d’avocats d’affaires français indépendants, délivrant des services personnalisés et à forte valeur ajoutée, avec un attachement à l’éthique et aux valeurs humaines. Conscients des évolutions économiques, technologiques, sectorielles et juridiques qui s’imposent à leurs clients, nos avocats ont la...

**WHO WE ARE** As a pioneer in luxury marketing through the digital world, we empower luxury brands in their international development by combining strategy, full digital expertise and creative content. We are a one-stop-shop partner for our clients. DLG Clients develop privileged and personalized relationships with their audiences, enriching themselves...

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. Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

**Avocat (H/F) Corporate** **De Gaulle Fleurance Genève** De Gaulle Fleurance est un groupe intégré d’avocats et de notaires. Il accompagne ses clients en France et à l’étranger, avec 200 professionnels à leur service et une relation construite sur l’exigence, la réactivité et la créativité. Régulièrement recommandés pour leur expertise...

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and...

**Requisition ID**: 21113 **Region**: Europe (HQ) **Contract type**: Open-ended contract Reports to (role) Data & Analytics Manager Context The International Committee of the Red Cross (ICRC) responds to worldwide humanitarian needs through its global network of delegations. The ICRC is an impartial, neutral and independent organization whose exclusively...

The Global Fund’s Private Sector Engagement Department (PSED) principal goal is the mobilization of financial resources for the Global Fund. It does this by building funding partnerships with UHNIW Foundations and Companies. In order to be effective in raising funds and to ensure that funds can be effectively deployed PSED works closely with the technical...

**JOB DESCRIPTION** **Position Title**: AI Supply Chain Planning Manager **Reports to**: AI Supply Chain Planning Director **Location**: TBD **Job Summary** **This position is responsible for leading a team of Active Ingredient (AI) AI Master Planners to review and upgrade the demand/supply/inventory balanced plan generated by the Planning system (IBP...