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...

Our client is an international Private Bank in Zurich. We are looking for a tax specialist (m, f, d) for private clients as a Tax Advisor Wealth Planning LatAm **Your Tasks**: **Your Skills**: **Your Contact**: **E-Mail**: Aufgaben Acting in a wealth and estate planning environment with high management attention / Advising and implementing bespoke...

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 #** - 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...

M- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 293580BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic advisor that delivers an exceptional client experience? Do you know how to nurture client relationships and give superior investment advice? - In this...

**Working Student (Werkstudent) in Wealth/Asset Management,** **40-60% (M/F)** **Tramondo Investment Partners AG is a Swiss based leading Asset Manager with a his - tory of over 45 years. We are at home in the heart of the old town of Zug and Zurich,** **Switzerland.** **OUR INVESTMENT PHILOSOPHY & INSTITUTIONAL SETUP** Independent investment decisions....

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,...

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 #** - 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 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 according to a flat structure, through highly...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **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 for UHNW Arabian Gulf...

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...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 288133BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie mit Kundinnen und Kunden sprechen? Arbeiten Sie gerne in bereichsübergreifenden Teams an interessanten Fragestellungen?...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 277061BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können? - Ist Ihre Anlageberatung herausragend?...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276813BR **City** - Zürich **Job Type** - Full Time, Temporary / Contract **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...

Schweiz - Zürich - Operations - Global Wealth Management **Automatischer Stellencode** - 283378BR **Stadt** - Zürich **Job-Typ** - Vollzeit **Die Rolle** - Gehören Zahlen, Genauigkeit und die Fokussierung auf Details zu Ihren Stärken? Ist Ihre Arbeitsweise effizient? Übernehmen Sie gerne Verantwortung und möchten Sie uns helfen unsere...

Senior Operations Analyst – Investment Reporting & Accounting (Zurich, Switzerland) Fixed term 12 months Latest start date: November 2024 Do you have extensive operations experience in Wealth Management and expertise in Investment Reporting and Accounting? Are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking...