Wealth Management Specialist

FINDERS 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...

Join 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...

Company 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...

At 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...

Job 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.

At 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...

We 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...

A Trust and Wealth Management Specialist is needed to join our dynamic team at AP Executive.As a Fiduciary Manager, you will be responsible for managing financial and payroll accounting, preparing interim and annual financial statements, and processing tax declarations of natural and legal persons. You will maintain direct contact with auditors, banks, and...

About the OpportunityWe are seeking experienced private bankers or asset managers to join our team as Wealth Management Specialists.This is an excellent opportunity for professionals who want to leverage their expertise and build a successful career in wealth management.Responsibilities and RequirementsManage existing client relationships with a strong focus...

About the PositionThe Head of Wealth Management will oversee the development and implementation of tailored financial products and services, ensuring excellence in our commercial approach and in the delivery of our client experience.Key AccountabilitiesDrive business growth through strategic partnerships, product innovation, and exceptional client...

Altus 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...

We seek a talented Wealth Management Advisor to join our team at deVere Group. As a leading global financial services company, we pride ourselves on providing high-class, professional advice to expatriate clients and investors all over the world.About us:We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration,...

We 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...

«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...

Wealth 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...

Key ResponsibilitiesBringing clients with you who want you to have more time for them and want product-independent adviceInspiring and acquiring new clientsTaking care of your book or handing over portfolio management to a specialistUsing our established processes to be 100% compliant

Wealth 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...

«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...

«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...

OverviewdeVere Group is a leading financial services company that offers personalized, independent financial advice to its clients. We are committed to delivering tailored wealth management solutions to individuals and families around the world.