Hebrew Speaking Wealth Advisor

About Our Client For our client, a wealth manager in Geneva, we are currently looking for a Relationship Manager Assistant - Hebrew Speaking - 80-100% Job Description Key Responsibilities: Client Support: Assist Relationship Managers (RMs) in daily interactions with clients, ensuring high-quality communication and support. Documentation Management:...

About the TeamWe are a dynamic team of professionals who share a passion for delivering exceptional client experiences. As an Investment Advisor, you will be part of this team, working closely with Relationship Managers to provide top-notch investment advice and asset allocation to clients.Key ResponsibilitiesDevelop and implement tailored investment...

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...

French Speaking EWM Consultant WantedWe are looking for a highly skilled EWM Consultant who speaks French fluently. The ideal candidate will have experience working on E2E project implementations and possess strong analytical skills.About the Client:This is a global consulting firm with high-profile clientsThe client is looking for a consultant who can...

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...

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 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...

The programmeThis is a unique 18-month experience, where we offer you a permanent position along with a specific programme involving rotations in different teams to build your expertise and professional skills. Through this programme you will assist with the activities of Pictet Wealth Management (PWM) departments while also laying the foundations for your...

**Client Relationships and Experience**We are seeking an experienced Strategic Client Advisor to join our team in Geneva or Zurich. In this role, you will be responsible for prospecting and acquiring new clients, developing a strong client pipeline, and establishing trust with existing clients.You will work closely with cross-functional teams to deliver a...

Options Group, a leading private bank, seeks an experienced Private Banker to manage client relationships and grow a portfolio of high net worth individuals in Israel.About the RoleDevelop and maintain strong relationships with clients, understanding their financial goals and objectives.Manage client portfolios, providing tailored investment advice and...

About Our Client For our client, a well-known Swiss Private Bank, we are currently looking for : Tax Specialist- Advisory Team Job Description Main responsabilities Provide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business Analyse complex cases together with Compliance WM at onboarding Liase with...

About deVere & Partners Switzerland SAWe strive to make a significant difference in our clients' lives by providing expert financial guidance. Our commitment to excellence and dedication to delivering exceptional results set us apart in the financial services industry.Role SummaryWe are seeking a highly skilled Insurance and Financial Advisor to join our...

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...

Job DescriptionAs a Wealth Management Advisor, you will proactively create a portfolio of self-acquired Clients with focus on regulated Independent Asset Managers. You will monitor your pipeline according to the objectives (individual & team) and respond to all client needs in a timely and professional manner.

About Our Immersive ExperienceThis one-year internship offers undergraduate students a chance to be fully integrated into our operations and gain valuable work experience.As a participant, you will:Benefit from structured training and development programs to enhance your skills and knowledge.Have the opportunity to work on real-world projects alongside...

Are you a motivated and results-driven professional looking for a new challenge?We are seeking a Financial Market Specialist to join our team at TN Switzerland.In this role, you will be responsible for:Prospecting and acquiring new clients and assets from the Sub-Saharan African marketsAdvising clients on their financial needs, including investment...

As a Global Financial Consultant at deVere & Partners Switzerland SA, you will play a key role in shaping the future of our clients' financial lives. With a focus on delivering exceptional service and tailored financial solutions, you will be part of a dynamic team that is passionate about making a positive impact.Job Requirements:We are seeking an...

About This OpportunityJoin our team as an Investment Advisor and contribute to shaping the future of wealth management. As a key member of our team, you will work closely with Relationship Managers to provide top-notch investment advice and asset allocation to clients.Key AccountabilitiesMonitor and analyze client portfolios to identify areas for...

We are seeking a highly experienced Senior Trust Officer to join our team in Geneva.Key Responsibilities:Manage and administer a large and complex portfolio of clients with international orientation.Restructure and implement fiduciary solutions in collaboration with tax and legal advisors.Directly work with clients, lawyers, accountants, registered agents,...