Senior Wealth Manager
Vor 5 Tagen
Marmot Invest AG is seeking a Senior Wealth Manager to join our team in Zurich. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored investment advice and guidance. This is a unique opportunity to work with a highly dedicated and talented team, driving growth and success in the wealth management industry.
Key Responsibilities- Client Acquisition and Relationship Building: Develop and execute strategies to acquire and retain high net worth clients, fostering strong relationships and delivering exceptional customer service.
- Investment Advice and Guidance: Provide clients with personalized investment advice, helping them to achieve their financial goals and objectives.
- Portfolio Management: Oversee the management of client portfolios, ensuring that investment strategies are aligned with client needs and risk tolerance.
- Team Collaboration: Work closely with our investments team to develop and implement new investment products and services, ensuring that they meet the evolving needs of our clients.
- Experience: Minimum 3-5 years of experience in wealth management, with a proven track record of success in building and maintaining strong client relationships.
- Skills: Outstanding communication and interpersonal skills, with the ability to build trust and rapport with clients from diverse backgrounds.
- Education: Strong educational background in finance, business, or a related field.
- Language: Advanced proficiency in German and professional-level English.
Marmot Invest AG is an equal opportunities employer, committed to diversity and inclusion. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
We are looking for a talented and motivated individual to join our team and contribute to our mission of empowering women to achieve financial freedom.
-
Senior Wealth Manager
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitWe are seeking a skilled Senior Wealth Manager to join our team at Marmot Invest AG. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Your key responsibilities will include:Developing and implementing customized financial plans for...
-
Senior Wealth Manager
Vor 6 Tagen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitMarmot Invest AG is seeking a Senior Wealth Manager to onboard and grow a book of clients through dedicated relationship management and nurturing. As a Senior Wealth Manager, you will develop a thorough understanding of each client's needs, goals, and financial status to guide them based on Marmot's life-goal-based investment philosophy.You will identify...
-
Senior Wealth Manager
vor 1 Monat
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitSenior Relationship Manager HNWI/UHNWIWir suchen eine erfahrene und motivierte Persönlichkeit als Senior Relationship Manager HNWI/UHNWI für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Aufgaben und VerantwortlichkeitenPflege und Vertiefung von Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten MarktBieten Sie den...
-
Senior Wealth Manager
vor 1 Monat
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom. Our mission is to close the financial gender gap by providing tailored financial solutions and guidance to women and their families.Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced...
-
Senior Wealth Manager
vor 1 Monat
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a pioneering wealth manager in Switzerland, dedicated to empowering women and their families to achieve financial independence. Our mission is to bridge the financial gender gap by providing tailored investment solutions and expert guidance.Job Title: Senior Relationship ManagerWe are seeking an experienced Senior...
-
Senior Wealth Manager
vor 4 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to empower and inspire women to nurture financial freedom.Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will...
-
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitVfU Management Consulting & Executive Search AG sucht einen Senior Wealth Manager für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Als Senior Wealth Manager werden Sie die Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten Markt pflegen und vertiefen.Aufgabe: Die Vermittlung und Betreuung von vermögenden Kunden, die...
-
Senior Wealth Manager
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitWe are seeking a skilled Senior Wealth Manager to join our team at Marmot Invest AG. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Key ResponsibilitiesDevelop and implement personalized financial plans for clients, taking into...
-
Senior Wealth Manager mit Akquisitionsflair
vor 2 Wochen
Zürich, Zürich, Schweiz oprandi & partner ag, zürich VollzeitFINMA lizenzierter Vermögensverwalter in Zürich, der Teil einer internationalen Finanzgruppe im Schweizer Familienbesitz ist, sucht eine nachhaltige VerstärkungUnsere Auftraggeberin ist eine übersichtliche, internationale Unternehmensgruppe, die seit mehreren Jahrzehnten umfassende Beratungsdienstleistungen im Rechts-, Steuer- und Finanzbereich anbietet....
-
Senior Wealth Manager
vor 3 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom.Job Title: Senior Relationship ManagerJob SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Marmot Invest AG. As a Senior Relationship Manager, you will be...
-
Wealth Manager as a Senior Partner
vor 1 Woche
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust AG, a leading independent asset manager, is seeking a skilled Wealth Manager as a Senior Partner to cater to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment adviceDevelop...
-
Wealth Manager as a Senior Partner
vor 1 Monat
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Job DescriptionWe are seeking a skilled Wealth Manager to join our team as a Senior Partner. As a key member of our wealth management team, you will be responsible for providing...
-
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitWealth Management für anspruchsvolle Kunden in EuropaWir suchen eine erfahrene und motivierte Fachkraft als Senior Wealth Manager für vermögende Privatkunden in West- und Zentraleuropa.Aufgaben und VerantwortlichkeitenPflege und Vertiefung der Beziehungen zu vermögenden PrivatkundenBieten von Dienstleistungen und Produkten des modernen Best-in-Class...
-
Senior Wealth Manager für West- und Zentraleuropa
vor 4 Wochen
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitSenior Relationship Manager/in HNWI/UHNWI West- und ZentraleuropaWir suchen eine erfahrene und motivierte Persönlichkeit als Senior Relationship Manager/in für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich. Ihre Hauptaufgabe liegt in der Pflege und Vertiefung Ihrer Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten...
-
Senior Wealth Manager
vor 1 Woche
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAt Marmot Invest AG, we are dedicated to empowering women to take control of their financial futures. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing personalized advice and guidance to help them achieve their financial goals.The ideal candidate will have a proven track record...
-
Wealth Manager Senior Partner
vor 1 Tag
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our wealth management services include portfolio management, asset allocation, and family office solutions.Key ResponsibilitiesProvide independent and bespoke wealth management advice to...
-
Senior Wealth Management Specialist, Latin America
vor 2 Wochen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitUnlock Growth Opportunities in Latin AmericaAs a Senior Wealth Management Specialist, you will play a key role in managing and advising Wealth Management clients in Latin America. Based in Zurich, you will inherit existing clients and contribute to the growth of the business in the region.Key Responsibilities:Manage and advise Wealth Management clients in...
-
Wealth Manager as a Senior Partner
Vor 2 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitKey ResponsibilitiesWealth Management and Asset Management Services: Develop and implement customized wealth management solutions for high net worth individuals and institutional investors.Client Support and Advice: Provide individualized support and advice to clients in all aspects of wealth and investment advice.Asset Allocation: Implement tailored asset...
-
Global Wealth Manager Liaison
vor 2 Monaten
Zürich, Zürich, Schweiz iCapital VollzeitAbout the RoleiCapital is seeking a highly skilled and experienced professional to join our Client Solutions EMEA Global Marketplace team as a Global Marketplace EMEA Specialist.Key ResponsibilitiesSupport the development and execution of the fund sales strategy to Wealth Managers in the EMEA region.Build and maintain strong relationships with Wealth...
-
Senior Wealth Manager
vor 3 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGWe are an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individualized support and advice to clients in all aspects of wealth and investment managementDevelop customized, holistic, and long-term client...
