Senior Wealth Planning Expert

Job Title: Wealth Planning ExpertWe are seeking a highly skilled Wealth Planning Expert to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The successful candidate will be responsible for working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich.The ideal candidate will...

We are seeking a skilled Senior Wealth Manager to join our team at Marmot Invest AG. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Your key responsibilities will include:Developing and implementing customized financial plans for...

About the RoleCapco is seeking a highly skilled and experienced Wealth Management Expert to join our team in Zurich. As a Wealth Management Expert, you will be responsible for advising clients on their wealth management strategies and providing expert advice on asset management and financial planning.Your Key ResponsibilitiesAdvise clients on the development...

At Julius Baer, we believe that exceptional wealth management is about more than just numbers. It's about empowering individuals to achieve their goals and create lasting value.As a Wealth Planning Specialist within our Investment and Wealth Management Solution (IWMS) business area, you will play a key role in shaping the future of wealth management. Your...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. Our Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich is looking for a skilled professional to work on key initiatives and projects providing clients with...

About the RoleAs a Wealth Planning Strategist at CH10 - BJB Bank Julius Baer & Co. Ltd., you will play a pivotal role in shaping the future of wealth management.Job OverviewWe celebrate individual qualities and empower our team members to be impactful, entrepreneurial, and empowered. If you enjoy solving complex problems and are passionate about wealth...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We are shaping the future of wealth management together.Your ChallengeParticipate in projects with multi-functional teams, including Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing,...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We're shaping the future of wealth management together.Your ChallengeParticipate in projects with multi-functional teams, collaborating with Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT,...

About Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to empower and inspire women to nurture financial freedom.Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will...

Helvetic Trust AG is a leading independent asset manager offering bespoke wealth management services to high net worth individuals, family offices, foundations, and institutional investors. Our team of experts provides tailored solutions to meet the unique needs of each client, leveraging our expertise in investment advice and asset management.Key...

About Marmot Invest AGMarmot Invest AG is a pioneering wealth manager in Switzerland, dedicated to empowering women and their families to achieve financial independence. Our mission is to bridge the financial gender gap by providing tailored investment solutions and expert guidance.Job Title: Senior Relationship ManagerWe are seeking an experienced Senior...

Unlock Growth Opportunities in Latin AmericaAs a Senior Wealth Management Specialist, you will play a key role in managing and advising Wealth Management clients in Latin America. Based in Zurich, you will inherit existing clients and contribute to the growth of the business in the region.Key Responsibilities:Manage and advise Wealth Management clients in...

We are seeking a skilled Senior Wealth Manager to join our team at Marmot Invest AG. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Key ResponsibilitiesDevelop and implement personalized financial plans for clients, taking into...

FINMA lizenzierter Vermögensverwalter in Zürich, der Teil einer internationalen Finanzgruppe im Schweizer Familienbesitz ist, sucht eine nachhaltige VerstärkungUnsere Auftraggeberin ist eine übersichtliche, internationale Unternehmensgruppe, die seit mehreren Jahrzehnten umfassende Beratungsdienstleistungen im Rechts-, Steuer- und Finanzbereich anbietet....

Marmot Invest AG is seeking a Senior Wealth Manager to join our team in Zurich. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored investment advice and guidance. This is a unique opportunity to work with a highly dedicated and talented team, driving growth and...

Key Responsibilities:Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives. Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions. Provide expert financial advice on a range of products and services, including wealth management,...

Marmot Invest AG is seeking a Senior Wealth Manager to onboard and grow a book of clients through dedicated relationship management and nurturing. As a Senior Wealth Manager, you will develop a thorough understanding of each client's needs, goals, and financial status to guide them based on Marmot's life-goal-based investment philosophy.You will identify...

At Julius Baer, we strive for excellence in wealth management and value the unique qualities of our team members.You will be part of the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich.We work on key initiatives and projects to provide our clients with sophisticated life insurance...

Senior Relationship Manager HNWI/UHNWIWir suchen eine erfahrene und motivierte Persönlichkeit als Senior Relationship Manager HNWI/UHNWI für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Aufgaben und VerantwortlichkeitenPflege und Vertiefung von Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten MarktBieten Sie den...

Wealth Management Spezialist/inInternationale Privatbank mit Niederlassungen in der Schweiz und Europa sucht für ihre Niederlassung Zürich einen erfahrenen Senior Relationship Manager/in. Der/ Die Kandidat/in wird die vermögenden Kunden auf hohem Niveau betreuen und ihre Beziehungen pflegen.Wir erwarten von Ihnen:Ein gutes Beziehungsnetz zu HNWI- und/oder...