Wealth/financial Planner

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....

Schweiz - Zürich Kundenberatung / Relationship Management Global Wealth Management **Automatischer Stellencode** 249584BR **Stadt** Zürich **Job-Typ** Vollzeit, Teilzeit **Ihre Rolle** Vorsorge und Finanzplanung sind Ihre Leidenschaft und das Erarbeiten individueller Finanzplanungen ist ein grosses Talent von Ihnen? In dieser spannenden...

Im Auftrag einer Schweizer Privatbank suchen wir ein Junior Wealth Planner für den Schweizer Markt. Aufgaben - Beratung und Unterstützung der bestehenden und künftigen Kunden der Bank in Schweizer Steuer - und Rechtsfragen - Unterstützung der Senior Wealth Planner bei steuerlichen Abklärungen und Erstellung von Kundendokumenten - Zusammenarbeit mit...

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 a highly motivated and experienced Strategic Financial Planner who is passionate about translating...

Our client is an international bank in Zurich. We are looking for a data scientist in fund business (m, f, d) as a Wealth Planner Private Banking Zurich / Geneva Aufgaben Responsible for the independent management of a UHNWI or HNWI client portfolio in Swiss tax and legal matters / In daily contact with clients, responsible for comprehensive support and...

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. Als Teil des Wealth Planning Teams unterstützen Sie Kundenberater/innen bei der Entwicklung der Kundenbücher und...

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...

Permanent - Zurich, **Ref**:30238 A leading global asset manager who boasts over 75 years of experience managing funds, across more than 150 countries is looking to grow their distribution team. This organisation prides themselves on having a flexible investment approach, first-in-class product and investment teams, and a wide array of asset classes ranging...

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 Privatbank mit HQ...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 268195BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie ein Experte/eine Expertin in den Bereichen Finanzplanung und Steuern? Liegt es Ihnen, in persönlichem Kundenkontakt anspruchsvolle Kundensituationen...

As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...

As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and 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. Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

**Zürich**: **Schweiz**: We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. **Responsibilities**: Guide clients towards a profitable and secure financial decision Liaise with providers,...

**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...

Our client is one of the biggest Swiss banks. To extend the onsite team in Zürich, we are looking for a skilled long-term Contractor for the role as Wealth Management Business Consultant. Tasks **Role Overview and Responsibilities**: - Asset & Wealth Management and Compliance Transformation Together with your team, you will focus on optimizing and...

Switzerland - Zürich - Business development - Global Wealth Management **Job Reference #** - 262994BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you as passionate and curious about people as you are about financial markets? Are you an innovator who loves to piece together complex puzzles? Can you pitch concepts, strategies and...

Trust Administrator -Wealth Management/STEP/Viewpoint Role: We are currently seeking a Trust Administrator our client for changing-the-bank and running-the-bank responsibilities. As a Trust Administrator, you will be responsible for managing a portfolio of trusts and ensuring that they comply with both the legal and financial obligations as well as...

Schweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 291327BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sie bringen Erfahrung in der Finanzplanung oder in der Betreuung von Vermögensverwaltungs - und Anlagekunden mit? Kann man mit Ihnen den Ausbau der...

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...