Senior Investment Advisor

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...

Schweiz - Zürich Kundenberatung / Relationship Management Personal & Corporate Banking **Automatischer Stellencode** 248344BR **Stadt** Zürich **Job-Typ** Vollzeit, Teilzeit **Ihre Rolle** Wünschen Sie den Einstieg in eine WM-Berater/innenkarriere? Dann haben Sie jetzt die Chance, sich in einem herausragenden Team die notwendigen Kompetenzen...

We are looking for a proactive and goal-oriented dynamic personality that is eager to perform and take on responsibility. You will be working as part of a team of professionals to deliver personalized investment solutions to help clients work toward their long-term financial goals. **Key Responsibilites**: - Transaction advisory: perform thorough due...

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...

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...

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...

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?...

Switzerland - Zürich Client advisory / Relationship management Global Wealth Management **Job Reference #** 251226BR **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...

Our client is an international bank in Zurich. We are looking for a tax lawyer (m, w, d) with fund industry experience as Tax Lawyer | Fund Investments Aufgaben Managing tax activities in the investment fund business / Interfaces with fund administration, sales and product development, the custodian banks and external law firms / Responsible for VAT,...

Our client is an international bank in Zurich. We are looking for a tax lawyer (m, w, d) with fund industry experience as Tax Lawyer | Fund Investments Tasks Managing tax activities in the investment fund business / Interfaces with fund administration, sales and product development, the custodian banks and external law firms / Responsible for VAT, stamp...

**Who We Are** ThomasLloyd is a leading independent impact investment solutions provider, advisor and asset manager in sustainable energy infrastructure. We are also one of the most successful investors in sustainable energy infrastructure in high growth and emerging markets in Asia. We have introduced our proprietary market differentiating ThomasLloyd...

**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...

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 #** - 259586BR **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...

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 das Asset-Management...

Wir betreuen unsere Kundinnen und Kunden mit ihren spezifischen Anforderungen ganzheitlich und dienstleistungsorientiert. Die persönliche Beratung und unsere Kompetenz sind zentrale Elemente unserer Kundenbeziehung. Dies macht uns nicht nur zur Bank mit der höchsten Kundenzufriedenheit, sondern auch zu einer attraktiven Arbeitgeberin. Deine Aufgaben -...

Our client is a bank in Zurich. We are searching for a legal expert (m, w, d) as a Legal Advisor Promotion Material Aufgaben Responsible for the regulatory compliance of promotion material of instrument products for the Swiss and European market including the legal disclaimers / Review and analyze economic research, investment marketing and publications...

**OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...

Solas Capital AG is an investment advisor founded by a leading team of sustainable finance investment professionals with experience in the fields of energy efficiency, renewable energy and infrastructure finance. Solas Capital’s goal is to support society’s transition to a carbon neutral economy by developing and managing sustainable finance products...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258812BR **City** - Zürich **Job Type** - Full Time **Your role** - Your role: - Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in advising sophisticated...