Wealth Management Specialist

We are seeking a Wealth Management Specialist to join our team in Switzerland. As a specialist in wealth management, you will be responsible for building and managing relationships with ultra-high net worth individuals (UHNWIs) based in Switzerland.You will provide tailored financial solutions to your clients, covering their specific needs across various...

Wealth Management Specialist - Join our team at Saxo Bank and take advantage of this exciting opportunity to manage a portfolio of high-net-worth clients and expand sales activities across German-speaking Switzerland.You will be responsible for developing and executing sales strategies, providing exceptional client service, and managing complex sales...

Company OverviewThe William Blake Group is a leading recruitment consultancy specializing in Buy-side solutions across EMEA. With three vertical specialisms, they focus on Asset Management Distribution, Private Markets, and Buy-side Digital Solutions.We are seeking an experienced professional to join our team as a Wealth Fund Specialist. This role involves...

Job Description:Schroders Capital Management (Switzerland) AG seeks a skilled Operational Excellence Project Coordinator to join our Wealth Management team. The successful candidate will play a critical role in the delivery of key workstreams within the Wealth Change Programme, focusing on process re-engineering, future-state operating model implementation,...

Job DescriptionWe are seeking a dedicated and detail-oriented Technical Specialist to join our team, focusing on Wealth Management (WM) and Investment Banking (IB) projects. The successful candidate will support end-to-end testing processes, ensuring the delivery of high-quality applications and systems within an agile framework.Assist in test design and...

Job Description:The Relationship Manager is a key point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client.The individual is responsible...

As a Private Wealth Specialist at Broadgate, you will play a critical role in growing and managing a portfolio of clients. Your primary responsibility will be to acquire new clients, maintain long-term relationships, and oversee their investment strategies to deliver a high-quality client service.Requirements:Experience: Proven track record in relationship...

Test Automation SpecialistWe are seeking a Junior Test Automation Specialist to join our Wealth Management team, working on Investment Banking and Capital Markets projects. The ideal candidate will have a basic understanding of software development principles, programming skills, and experience with test automation tools.The successful candidate will support...

Wealth Management OpportunityWe are seeking a highly motivated Wealth Management Advisor to join our team. In this role, you will work closely with clients to develop and implement comprehensive wealth management plans.Key Responsibilities:Provide personalized investment advice and portfolio management services.Analyze client financial data to identify...

Job OverviewWe are looking for a highly skilled Wealth Management Leader to join our client's team. The successful candidate will be responsible for leading the private banking division, developing business strategies, and driving revenue growth.The ideal candidate must have a background in private banking or wealth management, with experience in a...

Join us as a Wealth Management Advisor and be part of our successful story in serving wealthy private clients, executives, and entrepreneurs since 1983.About UsWe are Triaxis AG ∙ Asset Management, an independent asset manager with a FINMA license in the heart of Zurich City.We offer an optimal infrastructure that gives you the freedom to act...

About Our ClientOur client is a renowned Swiss-based private banking group with over 180 years of heritage.The bank provides comprehensive wealth management services for ultra-high-net-worth individuals and families.We are seeking an experienced professional to join our team as a Wealth Management Expert in Switzerland.

Wealth Management OverviewWealth Management encompasses Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Our wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to clients worldwide.Our growth is driven by a relentless focus on our people, clients, and...

Wealth Wings is hiring a Private Equity Specialist to drive their private equity strategies forward. The successful candidate will be responsible for sourcing, evaluating, and executing private equity investment opportunities.Key ResponsibilitiesSourcing, evaluating, and executing private equity investment opportunitiesLeading due diligence processes,...

Company OverviewRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With extensive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses, Redstone Private Banking offers tailored search solutions in a dynamic...

TN Switzerland - Wealth Management DirectorSocial network you want to login/join with:Key Responsibilities:Develop and lead a dedicated Wealth Management business, establishing strategic partnerships to drive growth.Collaborate closely with the CEO and Board to shape the private banking offering, ensuring alignment with our company vision.Build and maintain...

Company OverviewWe are eFinancialCareers, a leading career portal for financial professionals. Our client, a renowned bank, is looking for an experienced Investment Advisor to join their team in Zurich.Job DescriptionThis role offers the opportunity to manage and advise Wealth Management clients in Latin America. You will inherit existing clients and...

About the DivisionWealth Management includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers globally to achieve their financial objectives.Our advisor-led wealth management businesses offer financial planning, investment management, banking, and...

Job Summary:We are seeking a highly skilled Relationship Management Associate to join our Wealth Management team in Zürich. This role involves supporting the Head of Human Resources and Senior Vice President at Habib Bank AG Zurich, with a focus on building strong relationships with clients and colleagues alike.Main Responsibilities:This role...

Career Opportunities in Private BankingPictet Group offers an 18-month graduate programme for individuals seeking a career in wealth management. The programme includes on- and off-the-job training, focusing on teamwork and individual skill development.As a member of our graduate programme, you will work alongside experienced professionals, developing your...