Strategic Portfolio Advisor

Vor 5 Tagen


Zürich, Zürich, Schweiz Dartmouth Partners Vollzeit

We are seeking a highly skilled Strategic Portfolio Advisor to join our team at Dartmouth Partners. In this role, you will be responsible for developing and implementing strategic investment plans that meet the unique needs of our clients.

A key aspect of this role is building and maintaining strong relationships with our clients, which requires excellent communication and interpersonal skills. You will also need to have a strong understanding of alternative investments and be able to analyze complex data to make informed investment decisions.

We are looking for a highly motivated and results-driven individual who is passionate about delivering exceptional client service. Prior experience in asset management or investment banking is highly valued, but not essential.

What sets us apart from other firms is our commitment to excellence and our dedication to helping our clients achieve their financial goals. If you share our values and are passionate about delivering outstanding results, we encourage you to apply.



  • Zürich, Zürich, Schweiz Berenberg Vollzeit

    We are seeking a Strategic Portfolio Manager to join our team in Zurich, Switzerland.The ideal candidate will have experience in Emerging Markets equity and be able to generate investment ideas through independent bottom-up fundamental equity analysis.As a key member of the team, you will work closely with analysts and company management to evaluate business...

  • client advisor

    vor 2 Wochen


    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    For our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES:- Develop the local client portfolio and POS.- Provide exceptional shopping and post-sales...

  • client advisor

    vor 2 Wochen


    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    For our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES:- Develop the local client portfolio and POS.- Provide exceptional shopping and post-sales...

  • Strategic Growth Advisor

    vor 20 Stunden


    Zürich, Zürich, Schweiz Dentsu Aegis Network Vollzeit

    About the RoleThe Business Transformation Manager will play a key role in advising clients on strategic business transformations and developing business strategies considering end customer, organizational, and technology perspectives.ResponsibilitiesDevelop and implement business strategies that drive growth, engagement, and loyalty.Lead consulting projects...

  • Strategic Finance Leader

    vor 15 Stunden


    Zürich, Zürich, Schweiz TN Switzerland Vollzeit

    About the RoleWe are seeking a highly skilled Strategic Finance Leader to join our team at TN Switzerland.The successful candidate will have a strong finance background, gained in finance business partnership/FP&A roles, investment banking or CVC/VC.As a Strategic Finance Leader, you will be responsible for analyzing and reporting on overall and individual...


  • Zürich, Zürich, Schweiz Wealth Wings Vollzeit

    Wealth Wings is seeking a highly skilled Portfolio Strategist to join their team in Zurich. This role involves leading due diligence processes, including financial modeling, valuation, and risk assessment.ResponsibilitiesSource and evaluate investment opportunitiesLead due diligence processes, including financial modeling, valuation, and risk...

  • client advisor

    vor 2 Wochen


    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    Gi Group SAFor our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES:- Develop the local client portfolio and POS.- Provide exceptional shopping and...


  • Zürich, Zürich, Schweiz Ivy Partners Vollzeit

    About the RoleWe are seeking a Strategic Program Lead to join our team at Ivy Partners. In this role, you will be responsible for overseeing the execution of IT projects, ensuring that they align with our company's strategic goals.The successful candidate will have extensive expertise in the insurance sector, with in-depth experience using Guidewire...

  • Strategic Risk Advisor

    vor 21 Stunden


    Zürich, Zürich, Schweiz SCOR Group Vollzeit

    The SCOR Group is a leading global reinsurer, offering its clients a diversified and innovative range of reinsurance and insurance solutions. Our industry-recognized expertise and cutting-edge financial solutions enable us to serve our clients and contribute to the welfare and resilience of society worldwide.About the RoleWe are seeking an experienced Senior...


  • Zürich, Zürich, Schweiz Hitachi Vantara Corporation Vollzeit

    About the JobAs a Global Product Marketing Executive, you will be responsible for driving the profitable growth of the distribution transformer portfolio. This involves collaborating with various stakeholders, including Global Product Marketing Managers, Business Unit Industry Networks Leader, and Global Product Managers, to develop and execute marketing...


  • Zürich, Zürich, Schweiz Givaudan Vollzeit

    We are seeking a talented Portfolio Optimization Manager to join our Research & Development team in Kemptthal. As a Portfolio Optimization Manager, you will play a key role in driving the evolution of our local projects portfolio related to chemical entities.Fragrance Ingredients S&TAs a Portfolio Optimization Manager, you will ensure that our Research...


  • Zürich, Zürich, Schweiz Givaudan Vollzeit

    We are seeking a skilled Scent Portfolio Manager to join our Research & Development team in Kemptthal. As a Scent Portfolio Manager, you will play a key role in driving the evolution of our local projects portfolio related to chemical entities.Fragrance Ingredients S&TAs a Scent Portfolio Manager, you will ensure that our Research programs align with our...

  • Portfolio Manager

    vor 15 Stunden


    Zürich, Zürich, Schweiz TN Switzerland Vollzeit

    At TN Switzerland, we are seeking an experienced Portfolio Manager to join our team of professionals who provide exceptional wealth management services to high net worth and ultra high net worth clients.The ideal candidate will have a proven track record in managing complex portfolios and delivering tailored investment solutions that meet the unique needs of...

  • IT Portfolio Manager

    vor 15 Stunden


    Zürich, Zürich, Schweiz TN Switzerland Vollzeit

    Job DescriptionJob OverviewWe are seeking an IT Portfolio Manager to join our team. As a key member of our organization, you will be responsible for driving strategic digital initiatives and unlocking growth opportunities for our clients.About the RoleYou will be responsible for cultivating a digital culture that identifies and leads strategic initiatives...

  • Equity Portfolio Manager

    vor 22 Stunden


    Zürich, Zürich, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT – Private Banking und Asset Management is a renowned Swiss private bank, recognized as one of the best employers in Switzerland. Our team is dedicated to providing exceptional investment solutions for our clients.Job DescriptionDevelop new equity investment proposals in the Industrials, Technology, Health Care and/or Consumer sectors, based on...


  • Zürich, Zürich, Schweiz DAY ONE Recruitment AG Vollzeit

    Overview of the JobDAY ONE Recruitment AG is seeking a highly skilled Senior Relationship Manager to join our client's team in Zurich. This role involves managing an existing book of UHNWI clients, working closely with the investment advisory, compliance, and execution teams, and advising clients on their wealth management needs.ResponsibilitiesThe...


  • Zürich, Zürich, Schweiz NZZone Vollzeit

    Job OverviewNZZone seeks a seasoned International Finance Advisor to lead finance transformation initiatives for large Swiss (re)insurance companies. As a key member of our team, you will drive innovation and growth through expert leadership and strategic guidance.Your primary focus will be on:Leading Cross-Functional TeamsDrive consensus among IT, data,...


  • Zürich, Zürich, Schweiz Deloitte AG Vollzeit

    Job DescriptionWe are seeking a highly skilled corporate lawyer to join our Deloitte Legal team in Zurich. As a senior legal advisor, you will play a key role in providing expert advice to clients on corporate law, M&A transactions, finance, and capital market laws. You will work closely with our tax, consulting, and transaction advisors to deliver holistic...


  • Zürich, Zürich, Schweiz Schroders Capital Management (Switzerland) AG Vollzeit

    Job Overview:Schroders Capital Management (Switzerland) AG is seeking an experienced Strategic Change Manager to lead the Wealth Change Programme, a key initiative aimed at exploring synergies and aligning our operations for future strategic change. As a trusted advisor, you will be responsible for delivering key workstreams within this programme, including...

  • Strategic Growth Manager

    vor 21 Stunden


    Zürich, Zürich, Schweiz ERM: Environmental Resources Management Vollzeit

    Pod Director, PharmaceuticalsWe are seeking a commercially driven and strategic leader to take on the role of Pod Director, responsible for strategic leadership for an assigned Pod of pharmaceutical clients in the Central European region.This is a market-facing, business-building role that focuses on cultivating strong client relationships, orchestrating...