Investment Advisor, Wealth, Latam

Non-disclosed Zurich, SwitzerlandPosted 1 hour ago Permanent ₣150k - ₣200k - 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...

Overall purpose of role An Investment Advisor (IA) is the conduit into investments for Wealth Relationship Managers and clients. While accompanying Relationship Managers on client meetings, IAs will be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products...

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...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 260051BR **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 management, administration and support, Client advisory / Relationship management, Management and Business Support - Global Wealth Management **Job Reference #** - 263920BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic,...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 263059BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you an advisor that delivers an exceptional client experience? Are you passionate about partnering with clients to find the best solution for them. Do you have a proven...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 262958BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for...

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 - Marketing and Communications - Global Wealth Management **Job Reference #** - 255041BR **City** - Zürich **Job Type** - Full Time **Your role** - Interested in creating personalized digital experiences that are both meaningful and memorable? Have experience with Digital Platform Strategy and Content Distribution? UBS is looking...

Monterosa is an independent financial services group with a global footprint, administering assets in excess of USD 10bn. The Group was founded in 1996 and provides investment solutions for emerging and developed markets. Our closely-knit team of over 60 professionals represents more than 15 nationalities at our offices in Balzers (Liechtenstein), Dubai,...

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...

Join our team at Marmot Wealth Management, where we're dedicated to pioneering a new approach in Private Wealth Management services, specially tailored for high net worth individuals and their families. Our mission is to deliver exceptional financial advisory services, underpinned by Marmot’s investment philosophy that champions cost-effective and...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261864BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for someone who can...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 263546BR **City** - Zürich **Job Type** - Full Time **Your role** - We're looking for a client advisor for affluent CEEGI to: - manage an existing portfolio of clients in Central and Eastern Europe, Greece, Cyprus and Israel, monitoring...

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...

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...

**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. Julius Baer is the leading Swiss wealth management group and a premium global brand in this sector, with a focus on...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 272056BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a senior professional with the motivation and the experience to build long-term client relationships? Do you have a proven track record in acquiring and...

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...