Investment Advisor, Wealth, Latam

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...

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 - Business management, administration and support - Global Wealth Management **Job Reference #** - 275599BR **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...

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...

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. We are looking for talented University Graduates! Kick-start your career with our Focus-Track Graduate Programme within the...

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....

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 280064BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - We are looking for an intern for WM Switzerland clients, served out of Zürich (with option for remote work), to: - act as an allrounder and be...

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,...

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 - 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 multi family office, we are looking for a Front-Investment Advisor. The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects. Tasks - Write and elaborate investment advisory proposals together with the...

Schweiz - Zürich - Kundenberatung / Relationship Management - Personal & Corporate Banking **Automatischer Stellencode** - 283807BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie mit unseren anspruchsvollen Kunden über die Entwicklung der Kapitalmärkte und deren Auswirkungen auf die...

Schweiz - Zürich - Kundenberatung / Relationship Management - Personal & Corporate Banking **Automatischer Stellencode** - 283807BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie mit unseren anspruchsvollen Kunden über die Entwicklung der Kapitalmärkte und deren Auswirkungen auf die...

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...

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...

**Your Responsibilities** - Write and elaborate investment proposals together with Client Relationship Manager - Create investment proposals in line with Client's investment profile and appetite - Discuss proposals with Client Relationship Manager and Clients - Actively support the Client Relationship Manager in revewing existing portfolios and in the...