Aktuelle Jobs im Zusammenhang mit Summer Internship in Wealth Management - Zürich, Zürich - Banque Pictet & Cie SA
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Summer Internship PWM Investment
vor 1 Woche
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitYour teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. Our culture welcomes independent...
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Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitJob DescriptionWe seek a highly skilled and experienced Wealth Management Consultant to manage a loyal book of clients.Your primary focus will be on building strong relationships, delivering exceptional service, and driving revenue growth through strategic partnerships and business development.
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2025 Summer Internship
Vor 6 Tagen
Zürich, Zürich, Schweiz talendo AG VollzeitInterested in working in finance, specifically with private clients across Switzerland, but not sure where to start? Do you want to work for a firm with a truly global footprint?We're looking for ambitious students to join our 2025 Summer Internship Program within our Personal & Corporate Chief Operations Office business in Switzerland.You'll get to:use data...
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Wealth Management Solutions Expert
Vor 6 Tagen
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitClient Relationships & Business DevelopmentWe are seeking a Senior Client Relationship Manager to develop and maintain strong relationships with key decision-makers in the wealth management sector in Switzerland. In this role, you will be responsible for identifying business opportunities, developing and executing a comprehensive business development plan,...
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Wealth Management Expert
vor 1 Tag
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitAltus Search Ltd is seeking a talented Wealth Management Expert to manage a portfolio of high net-worth clients. As a Wealth Management Expert, you will be responsible for developing and implementing comprehensive financial plans to help clients achieve their goals.Key Responsibilities:Analyze client data and develop customized financial plans to meet their...
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Wealth Management Director
Vor 2 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitWe are looking for a skilled Wealth Management Director to lead our private banking efforts at Altus Search Ltd. The successful candidate will be responsible for managing a team of private banking professionals and developing strategies to attract new clients and grow revenue.Key Skills and Qualifications:A deep understanding of the private banking and...
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Wealth Management Specialist
Vor 3 Tagen
Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitJoin Our TeamWe are looking for experienced private bankers or asset managers to join our team as Business Development Executives.This is an exciting opportunity for professionals who want to leverage their expertise and build a successful career in business development.Key ResponsibilitiesIdentify and pursue new business opportunities through referrals and...
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Wealth Management Expert
Vor 3 Tagen
Zürich, Zürich, Schweiz Sang Zarrin VollzeitCompany OverviewSang Zarrin is a renowned Multi-Family Office, catering to the needs of entrepreneurs, ultra-high net worth individuals, single family offices, and institutions. Our client values innovation, entrepreneurial spirit, and exceptional wealth management services.Job DescriptionWe are actively searching for Senior Private Bankers at the...
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Wealth Management Für West- Und Zentraleuropa
Vor 4 Tagen
Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search VollzeitWealth Management für West- und Zentraleuropa Schweizer Privatbank mit Multi Family Office Unsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt...
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Wealth Management für West- und Zentraleuropa
Vor 3 Tagen
Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search VollzeitWealth Management für West- und ZentraleuropaSchweizer Privatbank mit Multi Family OfficeUnsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt auf...
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Berater Wealth Management
Vor 4 Tagen
Zürich, Zürich, Schweiz Stellenwerk AG Vollzeit«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...
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Wealth Management Specialist
Vor 4 Tagen
Zürich, Zürich, Schweiz Sang Zarrin VollzeitOur Client">A multi-family office seeking talented professionals to provide bespoke investment advisory services to entrepreneurs, ultra-high net worth individuals, single family offices, and institutions.">The Opportunity">As a Senior Private Banker, you will join an innovative team and help shape the future of wealth management, focusing on the growth in...
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Executive Director of Client Relationships
Vor 5 Tagen
Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitCompany OverviewWe are Edwards Wealth Management AG, a leading wealth management firm dedicated to providing expert advice and tailored solutions to our clients.We pride ourselves on our independence, flexibility, and strategic support, making us an attractive platform for experienced private bankers and asset managers seeking a new opportunity.
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Wealth Management Specialist
vor 1 Tag
Zürich, Zürich, Schweiz Investec VollzeitInvestec Wealth & Investment is seeking a skilled relationship manager to drive business growth and deliver exceptional client service. As a Private Banker, you will play a pivotal role in managing and nurturing relationships with existing clients and external partners.The successful candidate will possess strong analytical skills, attention to detail, and...
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Wealth Management Specialist
vor 9 Stunden
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAt Helvetic Trust AG, we pride ourselves on providing exceptional personalised service to high-net-worth individuals. As a leading private wealth management firm, we offer long-term trusted partnerships built on competence and integrity.This role will support the Senior Partner in the day-to-day servicing of our clients. You will play a key role in preparing...
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Wealth Management Specialist
vor 1 Tag
Zürich, Zürich, Schweiz FINDERS SA VollzeitFINDERS SA seeks a Wealth Management Specialist to develop and maintain relationships with high-net-worth clients in the cross-border markets segment.Job Description :Develop and manage client portfolios, focusing on cross-border markets.Provide tailored financial and investment solutions to clients.Acquire new clients and assets through networking and...
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Wealth Management Specialist
vor 1 Tag
Zürich, Zürich, Schweiz Michael Page VollzeitJob SummaryWe are seeking an experienced Financial Planning Expert to join our team. The ideal candidate will have a strong background in financial planning, investments, and wealth management, with excellent communication and interpersonal skills.
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Wealth Management Associate
Vor 4 Tagen
Zürich, Zürich, Schweiz Legal Minds AG VollzeitWe are seeking a skilled Onboarding Specialist to join our team at Legal Minds AG in Zurich. The ideal candidate will have experience managing client information, conducting the KYC process, and collaborating with clients and internal teams.The successful candidate will possess fluency in English, a proactive and independent working style, and at least 5...
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Wealth Management Specialist
Vor 2 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAt Helvetic Trust AG, we stand for discretion, expertise, and tailored solutions in the personalised service of high-net-worth individuals.We are seeking an Account Manager to support the Senior Partner in the day-to-day servicing of our clients. You will play a key role in preparing reports and handling administrative tasks to ensure that the Senior Partner...
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Wealth Solutions Expert
vor 1 Tag
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitThe Role of a Client Relationship Manager at Brookfield Oaktree Wealth Solutions involves building and maintaining strong relationships with clients across the wealth management sector in Switzerland. This requires excellent communication skills, a deep understanding of the financial industry, and the ability to identify and capitalize on business...
Summer Internship in Wealth Management
vor 1 Woche
Your key responsibilities will include:
- Collaborating with the PWM Investment & Wealth Solutions team to identify new business opportunities and develop proposal materials.
- Supporting the team in identifying client needs and suggesting relevant investment solutions.
- Staying informed about strategies and solutions from the investment platform and translating these into pitches.
- Assisting in analyzing the performance of client portfolios and suggesting potential improvements.
- Monitoring client advisory portfolios and learning about placing market orders and ensuring their execution.
- Keeping updated on financial market developments and Pictet's views, research, and product offerings, responding to inquiries from relationship managers and clients.
- Contribute to developing trading ideas based on market analysis and research.
- Working closely with the team to develop portfolio monitoring tools and systems for efficient tracking and evaluation.
Required Skills and Qualifications
To be successful in this role, you will need:
- A strong interest in financial markets and international current affairs.
- Excellent analytical skills and an eye for detail.
- Strong communication and interpersonal skills, with the ability to work effectively with colleagues and clients.
- Native German speaker, fluent in English and knowledge of French would be an advantage.
- Must be resident in Switzerland.
