UHNWI Portfolio Advisor in Zurich

About Our ClientA leading Swiss-based financial institution specializing in wealth planning and management services for families and individuals.Job DescriptionKey Responsibilities:Portfolio Management: Manage existing portfolios of assets for high net worth families, spread across Europe and South America.Client Communication: Act as the primary point of...

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...

Über unsere MandantenEine renommierte Privatbank zeichnet sich durch ihre Expertise im internationalen aber insbesondere auch im Schweizer Finanzmarkt aus.Sie bietet massgeschneiderte Finanzlösungen und erstklassigen Service und Beratung an. Als etabliertes und vertrauenswürdiges Unternehmen strebt sie danach, ihre Marktstrategie kontinuierlich zu...

ExklusivmandatHolistische Beratung UHNWI Kundschaft - Die Premier League für Senior Private BankerEinleitungWas zeichnet unsere Auftraggeberin aus? Swissness in Reinkultur, höchste Bonität, ein tadelloser Ruf sowie ein diversifiziertes Geschäftsmodell mit eindrücklicher Gewinndynamik. Ein Schweizer Power House, das bestens aufgestellt ist, die...

ExklusivmandatHolistische Beratung UHNWI Kundschaft - Die Premier League für Senior Private BankerEinleitungWas zeichnet unsere Auftraggeberin aus? Swissness in Reinkultur, höchste Bonität, ein tadelloser Ruf sowie ein diversifiziertes Geschäftsmodell mit eindrücklicher Gewinndynamik. Ein Schweizer Power House, das bestens aufgestellt ist, die...

Job DescriptionBuild and Manage Ultra-High-Net-Worth Client PortfoliosDevelop tailored investment, banking, and trust solutions in collaboration with specialists.Meet with prospects and clients, preparing and following up on meetings.Monitor portfolios, providing performance reviews and adapting strategies to meet client goals.Foster strong collaboration...

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...

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...

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...

We are seeking an experienced Senior Private Banker to cover the francophone market in Switzerland. As a trusted advisor, you will provide comprehensive financial guidance to your high-profile clients, leveraging the combined strength and expertise of our distinguished Private Bank fully integrated into the framework of a large Swiss Universal Bank.Your...

coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...

coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...

Lead Property Loss Claims SpecialistZurich - a leader in the insurance industry, is on a journey towards a brighter future.A brighter future for our customers and the planet. As one of Forbes 2024 'World's Best Employers' and Fortune's 'World's Most Admired Companies' for 2025, Zurich offers a fulfilling career you'll genuinely enjoy, with 5 weeks of annual...

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...

We invite applications from seasoned professionals looking to join our team as a Holistic Advisor for Ultra-Rich Swiss Clients. As a member of our elite team, you will be responsible for providing comprehensive financial guidance to UHNWIs based in Switzerland, leveraging our vast network and resources.Your primary goal will be to identify opportunities for...

We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.Zurich Australian Insurance Ltd. is an equal opportunity employer. We are proud to offer a workplace...

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...

Property Loss Claims SpecialistZurich offers a unique opportunity for a Property Loss Claims Specialist to join our Property Major Loss team.In this role, you will manage a portfolio of complex and major event claims across property, engineering, construction, and energy sectors.You will develop strong relationships with customers, brokers, and other...

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...

Bulgari, a renowned luxury jeweler, is seeking a seasoned Senior Client Advisor to join its Zürich boutique. As a trusted advisor to our clients, you will play a vital role in shaping their purchasing decisions and driving sales growth.The successful candidate will have at least 5 years of experience in a similar role within a high-end luxury boutique. They...