Wealth Management Advisor

Options Group is seeking a highly motivated Hebrew Speaking Wealth Advisor to join our team. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our clients in Israel.About the OpportunityProvide tailored financial planning and investment advice to clients, identifying opportunities to grow their...

About Our Off-Cycle ProgramThis program provides a unique opportunity for undergraduate students to gain hands-on experience in our day-to-day activities.As a participant, you will:Benefit from structured training to equip you with the necessary skills and knowledge.Have the opportunity to work on real-world projects alongside fellow interns and our...

About deVere GroupWe aim to empower individuals and families to achieve their financial goals through expert guidance and tailored financial solutions. Our global presence and commitment to excellence set us apart in the financial services industry.Job FunctionWe are seeking a highly skilled Insurance and Financial Advisor to join our expanding team in...

What You Will DoAs a Wealth Management Analyst, you will have overall financial services acumen and will elicit business requirements from users and management.

We are seeking a talented Wealth Management Support Professional to join our team. As an Application Support Specialist, you will be responsible for providing technical support for our Wealth Management applications, ensuring maximum availability and identifying efficient solutions to problems risen by Front Office teams.Your key responsibilities will...

Overview:TN Switzerland is a Swiss company that provides wealth management services to individuals and families.We are seeking a Private Banker to join our team and take charge of prospecting clients for our private banking services.Key Responsibilities:Identify and approach potential clients to offer our wealth management servicesBuild strong relationships...

**Overview of Role**This Business Development Associate position at deVere Group offers a unique opportunity to work in a dynamic environment where professionals can develop their skills and progress in their careers. As a BDA, you will provide critical support to our Private Wealth Advisors and contribute to the growth of our business.The role involves...

About Our Off-Cycle ProgramWe offer an immersive experience for undergraduate students, allowing them to be fully integrated into our day-to-day activities.As a participant, you will:Receive comprehensive training designed to enhance your skills and knowledge.Have the opportunity to work on real responsibilities alongside fellow interns and our experienced...

Role ResponsibilitiesPassword Protected.Day-to-Day Support: Provide timely and high-quality support to the Private Bank and Wealth Management team, ensuring efficient processing, reviewing, and reporting.Client Relations: Foster strong relationships with clients to understand their needs and preferences, providing personalized services that meet their...

Company Overview:Our client, a reputable and well-established wealth management firm headquartered in Europe, is expanding its presence across various countries in the region. This presents an exciting opportunity for experienced financial advisors to join this growing organization.

About Our Off-Cycle ExperienceThis immersive program allows undergraduate students to engage with our day-to-day operations and gain valuable insights into our business.As a participant, you will:Participate in interactive training sessions to develop your skills and knowledge.Collaborate with fellow interns and our experienced colleagues on real-world...

We are currently seeking a highly motivated sales professional to join our team in Switzerland. As a Senior Sales Representative, you will play a key role in driving new revenue growth by engaging with financial institutions and establishing Addepar as the go-to platform for wealth management.About the RoleThe Account Growth Manager will be responsible for...

About the RoleWe are seeking a highly skilled Senior Associate to join our team of Client Advisors in Geneva. As a key member of our Private Banking division, you will be responsible for providing exceptional wealth management solutions to our high net worth clients.Our ideal candidate is a dynamic and credible professional with a proven track record of...

At deVere & Partners Switzerland SA, we strive to create value for our clients through innovative financial solutions. As a focused Insurance and Financial Advisor, you will be responsible for developing and maintaining strong client relationships to help them achieve their financial objectives.Job Description:Join our dynamic team in Geneva as an Insurance...

Private Wealth Manager - Switzerland Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that...

About CapcoOur MissionWe strive to be the most trusted partner for our clients, delivering exceptional results through our expertise and passion. Our team consists of experienced professionals who are dedicated to driving business success and making a positive impact.We specialize in banking & payments, capital markets, wealth & asset management, and...

We are seeking an experienced Business Analyst to join our team in Switzerland. In this role, you will analyze client requirements, write functional specifications, conduct FATs/integration tests, and support testing phases with end users.As a Business Analyst at Synechron, you will leverage your expertise in Business Analysis, SQL query languages, and API...

Our Team:We are a dynamic and dedicated team of professionals committed to delivering exceptional client service.We value teamwork, innovation, and continuous learning, and we are passionate about helping our clients achieve their financial goals.Key responsibilities include:Managing client portfoliosResponding to client demandsPreparing bespoke documents...

Consultant Wealth and Asset Management at Capco Switzerland - Geneva 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,...

Required Skills and QualificationsA relevant education in Finance; CWMA / SAQ is a plus.Minimum 5 years in the EAM / IAM business.Strong network within the EAM business (no specific geographical market).You should possess very good interpersonal skills, be open and sales-oriented, and expert in creating relationships with prospects with a proven track...