Relationship Manager Wealth Management Italien

Unsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit. Aufgaben Als Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation....

Aston Carter Zurich, SwitzerlandPosted 16 hours ago Permanent Not Specified - Looking for a hunter to come in with a book of experience to help bring on new clients or business opportunities. You’ll be generating leads, initiating new relationships, and expanding the client base. Their main objective is to identify and pursue...

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...

For our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 282320BR **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 to: - develop and...

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...

**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...

Schweiz - Zürich - Business Management, Administration & Support, Management & Business Support - Global Wealth Management **Automatischer Stellencode** - 272265BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Du kannst Dich in vermögende Kundinnen und Kunden hineinversetzen und deren Bedürfnisse ableiten? Du bist an einer...

For our client a renowned Swiss Private Bank, we are looking for an Associate Relationship Manager in Zurich. Tasks - Provide administrative and operational support to Relationship Managers in their day-today tasks - Understanding the needs and expectations of Relationship Managers and preparing client reports and presentations - Welcoming clients on the...

For our client a Swiss Private Bank, we are looking for an Associate Relationship Manager for the chinese client market in Zurich. Tasks - Provide administrative and operational support to Relationship Managers in their day-today tasks - Understanding the needs and expectations of Relationship Managers and preparing client reports and presentations -...

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...

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...

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...

New - Location: Zurich - Salary: Market related per month - Job Type:Permanent Posted about 5 hours ago Relationship Manager, Yachting and Aviation - Zurich An exciting opportunity with one of the largest independent wealth management and trust companies in the world. With over 100 years of history, on their behalf we are currently looking for experienced...

New - Location: Zurich - Salary: Market related per year - Job Type:Permanent Posted 34 minutes ago Relationship Manager, Yachting and Aviation - Zurich This is an exciting opportunity to join one of the world's largest independent wealth management and trust companies, boasting over 100 years of history. On their behalf, we are currently looking for an...

We are supporting our client, a bank in the Zurich area, in their search for an Project Manager in Global Sales Management. - Workload - 100% - Workplace - Zurich - Start Date - 04.09.2023 - End Date - 29.02.2024 - Reference Number - 2590 - Customer - Rate Einloggen oder Registrieren um alle Inhalte zu sehen. **Tasks** - Mobilize the relevant stakeholders...

**Company Description**: - At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous...

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. Der Relationship Manager Global Custody (w/m/d) ist verantwortlich für eine professionelle Betreuung von institutionellen...

Schweiz - Zürich - Business Management, Administration & Support, Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 288227BR **Stadt** - Zürich **Job-Typ** - Teilzeit **Die Rolle** - Schätzen Sie den Kundenkontakt am Telefon und verfolgen dabei eine höchstmögliche Kundenzufriedenheit? Möchten Sie...

**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...