Wealth Management Business Consultant

**Wealth Management Business Consultant** We are looking for a Wealth Management Business Consultant in a work from anywhere environment with people who truly care about you and your ideas. **Work at Exadel - Who We Are**: Since 1998, Exadel has been engineering its own software products and custom software for clients of all sizes. Headquartered in Walnut...

Your opportunity Support (ca. 60%) Fachliche und technische Unterstützung sämtlicher Front-Mitarbeiter innerhalb des Wealth Management via Telefon, E-Mail, Ticketing und Onsite Business Analyse / Projektunterstützung(ca. 40%) Analyse und Identifizierung von Schwachstellen in Business-Prozessen und deren Abstimmung mit unseren IT-Spezialisten Analyse,...

**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...

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...

About Infront Financial Technology GmbHAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a...

**About the role**: The primary focus of the Customer engagement consultant is to provide customers, including executive level, with in-depth knowledge and execution of customer experience and engagement strategy. As a consultant you will be working to deliver value for the customer strategy, utilizing tools such as gap assessments, turning data into...

Your opportunity Your main responsibility is to partner with the Business Unit Head of your area in Wealth Management and their senior leadership to drive business outcomes. People strategic topics Execute on the people agenda for your Business Units in line with business priorities: jointly with Leadership team, shape and implement a plan on talent...

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...

About InfrontAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a strong presence in Zurich and...

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 internationale...

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 251572BR **City** Zürich **Job Type** Full Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story...

Bank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Strategic Recruiter HR Wealth Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 260918BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership, and make things happen? Are you...

Switzerland - Zürich - Management and Business Support, Process, project and program management - Global Wealth Management **Job Reference #** - 269352BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you well organized and can connect with both business and IT stakeholders at various management levels so that the change organization...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 266095BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Do you like interacting with clients on the phone? Would you like to work in an energetic and agile team? Are you interested in modern technologies? We are...

Your opportunity Design und Entwicklung digitaler Kunden-Journeys und Prozesse für Wealth Management Kunden Verstehen von Kundenbedürfnissen und Finden kreativer und umsetzbarer Ideen dafür Direktes Interagieren und Zusammenarbeiten mit Kunden, internen Benutzern und Kollegen/innen diverser Einheiten wie z.B. Kundenberatern, Marketing Experten, Full...

Die Organisation und Informatik (OIZ) ist das Informatik-Kompetenzzentrum der Stadt Zürich. Für unsere Kunden erbringen wir qualitativ hochstehende und konkurrenzfähige Dienstleistungen in den Bereichen Organisation und Informatik. Zur Verstärkung unserer Abteilung Beratung suchen wir per sofort oder nach Vereinbarung eine motivierte und engagierte...

Your opportunity In your role as an Assistant, you will support the Senior Relationship Managers in their acquisition activities of new private clients in the Central and Eastern European market area as well as in all aspects of wealth management and investment advice. Work closely with our in-house asset management and investment specialists to ensure a...

Switzerland - Zürich- Business management, administration and support- Global Wealth Management**Job Reference #** - 253650BR**City** - Zürich**Job Type** - Full Time, Part Time**Your role** - We’re looking for a Client Account Manager to: - support client advisors in delivering exceptional client service and experience - support client advisors in...