Aktuelle Jobs im Zusammenhang mit Global Wealth Advisor - Zürich, Zürich - AP Executive
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Wealth Management Advisor
Vor 6 Tagen
Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) VollzeitWealth 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...
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Technical Wealth Advisor
Vor 7 Tagen
Zürich, Zürich, Schweiz Non-disclosed VollzeitIn this exciting role, you will work closely with our team in Zurich to manage and advise Wealth Management clients in Latin America.As a technical relationship manager, you will be responsible for inheriting existing clients and contributing to the growth of the business in the region.You will advise across Public and Private Asset classes to ensure optimal...
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Private Wealth Advisor
Vor 7 Tagen
Zürich, Zürich, Schweiz Trinnovo Group | B Corp™ VollzeitJob DescriptionThe ideal candidate will have proven experience in wealth management/private banking, with a strong client network and a sound understanding of investment products, financial markets, and estate planning.Key Responsibilities include:Client relationship building and maintenance.Personalized financial planning and strategy development.Proactive...
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Investment Advisor
vor 2 Wochen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitThe bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...
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Private Wealth Advisor
Vor 7 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Our CompanyMichael Page International (Switzerland) SA is a leading recruitment agency in Switzerland, specializing in finding top talent for clients in various industries.Job DescriptionKey Responsibilities:Wealth Planning: Manage existing portfolios of assets for high net worth families, spread across Europe and South America.Client Communication:...
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Latin America Wealth Manager
Vor 7 Tagen
Zürich, Zürich, Schweiz Non-disclosed VollzeitA leading European Private Bank seeks a technical relationship manager to own and advise Wealth Management clients in Latin America.This is an opportunity to join a thriving business that continues to enjoy exceptional growth.Based in Zurich, you will manage existing clients and contribute to the growth of the business in the region, advising across Public...
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Wealth Manager
vor 2 Wochen
Zürich, Zürich, Schweiz William Blake Group VollzeitResponsibilities:Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...
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Private Wealth Advisor
Vor 6 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitA Senior Investment Specialist is required to work with our client at Altus Search Ltd. This role involves developing and maintaining client portfolios, working closely with relationship managers, and researching markets to stay ahead of trends.Key Responsibilities:Developing and maintaining client portfolios to ensure long-term relationships and revenue...
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Financial Advisor for High Net Worth Individuals
Vor 4 Tagen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitJob DescriptionAs a Financial Advisor for High Net Worth Individuals, you will act as a technical expert on investments, advising and counselling clients while creating compelling thought leadership content and market updates.Your ideal background includes experience in a technical Wealth Management relationship role, strong knowledge of the LatAm Wealth...
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Wealth Management Professional
Vor 2 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitJob OverviewWe are seeking an experienced Wealth Management Professional to join our team in Switzerland. As a High Net Worth Client Advisor, you will be responsible for managing and expanding long-term client relationships in the high-end private banking segment, focusing on the Swiss market.About Our ClientThe bank is a leading international private...
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Wealth Planning Specialist
Vor 7 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Michael Page International (Switzerland) SAA leading recruitment agency in Switzerland, we specialize in finding top talent for clients in various industries.Job DescriptionKey Responsibilities:Wealth Creation: Apply expertise in wealth creation, management, and transfer solutions.Client Service: Serve as a trusted advisor, ensuring transparency and...
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Investment Advisor for Women's Wealth Management
Vor 3 Tagen
Zürich, Zürich, Schweiz Marmot Investment AG VollzeitMarmot Investment AG is a boutique wealth management firm dedicated to serving high-net-worth women and their families. Our mission is to empower and inspire women to achieve financial freedom through tailored investment strategies.This internship provides an opportunity to gain hands-on experience across multiple facets of wealth management, including...
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Wealth Business Development
vor 3 Stunden
Zürich, Zürich, Schweiz Selby Jennings VollzeitDirect message the job poster from Selby JenningsAssociate Vice President - Insurance and Actuarial ServicesRole OverviewThe successful candidate will join the Private Wealth Client Solutions team. As a wholesale Private Markets sales professional, they will focus on establishing new and expanding existing relationships with private wealth distribution...
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Senior Private Wealth Manager
Vor 3 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitCompany OverviewPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. As a private bank, we offer a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.The Partner-owned financial services group is committed...
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Sales Advisor
Vor 7 Tagen
Zürich, Zürich, Schweiz H&M Hennes & Mauritz AG VollzeitStellenbeschreibungViele unserer globalen Führungskräfte haben hier angefangen: als Mitarbeiter*in im Verkauf. Egal ob du dir etwas dazuverdienen möchtest oder es der Start für eine Karriere in der Fashionbranche ist - wir bieten dir die Möglichkeit. Hauptverantwortlichkeiten:Unser Fokus liegt stets auf unsere Kund*innen, Du schaffst ein Umfeld, in...
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Sales Advisor
Vor 7 Tagen
Zürich, Zürich, Schweiz H&M Hennes & Mauritz AG VollzeitStellenbeschreibungViele unserer globalen Führungskräfte haben hier angefangen: als Mitarbeiter*in im Verkauf. Egal ob du dir etwas dazuverdienen möchtest oder es der Start für eine Karriere in der Fashionbranche ist - wir bieten dir die Möglichkeit. Hauptverantwortlichkeiten:Unser Fokus liegt stets auf unsere Kund*innen, Du schaffst ein Umfeld, in...
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Global Asset Management Professional
Vor 5 Tagen
Zürich, Zürich, Schweiz talendo AG VollzeitCompany OverviewUBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from our competitors.Job ResponsibilitiesYou will join the Investor Relations...
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Global Marketplace EMEA Specialist
vor 23 Stunden
Zürich, Zürich, Schweiz iCapital VollzeitResponsibilities Support the Client Solutions EMEA Global Marketplace team in executing the fund sales strategy to Wealth Managers. Deepen existing and build new relationships with Wealth Managers and position iCapital Marketplace funds and actively support their fundraising ambitions within the Wealth Management channel. Develop tailored presentations...
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Wealth Change Project Manager
vor 2 Wochen
Zürich, Zürich, Schweiz Schroders Capital Management (Switzerland) AG VollzeitWealth Change Project Manager - 8 month contractAbout SchrodersWe're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting...
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Sales Advisor 32 Wochenstunden
Vor 7 Tagen
Zürich, Zürich, Schweiz H&M Hennes & Mauritz AG VollzeitStellenbeschreibung Viele unserer globalen Führungskräfte haben hier angefangen: als Mitarbeiter*in im Verkauf. Egal ob du dir etwas dazuverdienen möchtest oder es der Start für eine Karriere in der Fashionbranche ist - wir bieten dir die Möglichkeit. Hauptverantwortlichkeiten:Unser Fokus liegt stets auf unsere Kund*innen, Du schaffst ein Umfeld, in...
Global Wealth Advisor
vor 1 Woche
AP Executive is delighted to partner with a distinguished international Private Bank, renowned for its exceptional reputation and innovative product offerings. As a senior Private Banker, you will be instrumental in delivering a world-class client experience through our bespoke onboarding process.
Your primary responsibility will be to onboard new clients, ensuring rigorous adherence to regulatory requirements and providing exceptional client service.
This is an exciting opportunity to establish a significant book of assets from scratch, relying on your commercial expertise and interpersonal skills to cultivate long-term relationships with clients.
Working closely with our high-performing back/middle office team, you will collaborate to drive outstanding results in Au M, wallet share, and client satisfaction.
To succeed in this role, you must possess extensive experience as a Private Banker, a substantial book of live assets, and a well-defined business plan to drive new asset acquisition over the next 1-3 years.
A seasoned Private Banker with impressive language skills, commercial acumen, and attention to detail is required, along with any relevant professional certifications (CFA/MBA or equivalent).
