Aktuelle Jobs im Zusammenhang mit LatAm Wealth Advisory Role - Zürich, Zürich - eFinancialCareers

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    Vor 7 Tagen

    Zürich, Zürich, Schweiz Non-disclosed Vollzeit

    In 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...

  • Latin America Wealth Manager

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Non-disclosed Vollzeit

    A 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...

  • Director of Advisory

    vor 1 Tag

    Zürich, Zürich, Schweiz PER, Private Equity Recruitment Vollzeit

    When you click apply, you will be redirected to the company's website . Please ensure you have completed the company's application process on their platform to fully apply. About our client Our client is a Multi Family Office for entrepreneurs with institutional capital and has currently more than EUR 6bln., under active advisory of its principals who...

  • Financial Advisor for High Net Worth Individuals

    Vor 4 Tagen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Job 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...

  • Private Bank Relationship Manager

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Non-disclosed Vollzeit

    We are looking for a talented relationship manager to join our team in Zurich and manage Wealth Management clients in Latin America.The ideal candidate will have experience in a technical Wealth Management relationship role and strong knowledge of the LatAm Wealth Management market.You will be responsible for managing existing clients and contributing to the...

  • Expert Investment Counsellor

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Non-disclosed Vollzeit

    Our company is seeking a highly skilled relationship manager to join our team in Zurich and manage Wealth Management clients in Latin America.The successful candidate will have experience in a technical Wealth Management relationship role and strong knowledge of the LatAm Wealth Management market.You will be responsible for managing existing clients and...

  • Investment Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    The 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...

  • Wealth Management Engineer

    Vor 7 Tagen

    Zürich, Zürich, Schweiz DevITjobs Vollzeit

    We are looking for a talented Wealth Management Engineer to join our team at DevITjobs. In this role, you will design, build, and maintain robust, scalable software solutions that power our portfolio management and advisory systems.This position requires strong technical skills in Java, Spring, and JavaScript, with a full-stack background being a plus. The...

  • Wealth Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz William Blake Group Vollzeit

    Responsibilities: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...

  • Business Growth Strategist

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Howden Private Wealth Vollzeit

    **About Us**Howden Private Wealth is a leading wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialize in procuring life insurance products for UHNW individuals globally with licensed representatives across key markets.The Howden Group believes in providing holistic solutions and...

  • Wealth Management Advisor

    Vor 6 Tagen

    Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) Vollzeit

    Wealth 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...

  • Senior Business Growth Specialist

    vor 7 Stunden

    Zürich, Zürich, Schweiz Howden Private Wealth Vollzeit

    Company OverviewAbout UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring life insurance products for UHNW individuals globally.We have licensed...

  • Senior Private Wealth Manager

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Banque Pictet & Cie SA Vollzeit

    Company 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...

  • Private Wealth Manager

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Pictet Group Vollzeit

    Pictet Wealth Management, a Partner-owned financial services group, offers a comprehensive service for wealthy individuals and families.Your RoleDevelop a book of business consisting of high net worth clients in the Swiss German market.

  • Business Development Manager

    vor 10 Stunden

    Zürich, Zürich, Schweiz Howden Private Wealth Vollzeit

    About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring life insurance products for UHNW individuals globally.We have licensed representatives across...

  • International Investment Consultant

    Vor 4 Tagen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Career AspirationsIf you are passionate about providing expert financial advice and have a keen understanding of the LatAm Wealth Management market, this could be the perfect career opportunity for you.As an International Investment Consultant, you will advise clients on investment strategies, manage their portfolios, and provide counsel on financial...

  • Private Wealth Management Professional

    Vor 6 Tagen

    Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) Vollzeit

    Job DescriptionThis Private Wealth Management Professional role involves working closely with high net worth individuals and family offices to develop and implement comprehensive wealth management plans.Key Responsibilities:Provide personalized investment advice and portfolio management services.Analyze client financial data to identify opportunities for...

  • Wealth Business Development

    vor 2 Stunden

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Direct 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...

  • Insurance Industry Relationship Manager

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Howden Private Wealth Vollzeit

    **Job Role:** Financial Services Development DirectorWe are seeking a highly experienced Financial Services Development Director to join our team at Howden Private Wealth.The ideal candidate will have a strong background in the financial industry, with a proven track record of developing and executing business growth strategies.Key Responsibilities:Develop...

  • Latin America Wealth Manager

    Vor 4 Tagen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Role OverviewThis is an opportunity to join a thriving business in Zurich, managing and advising Wealth Management clients in Latin America.You will inherit existing clients and contribute to the growth of the business in the region, advising across Public and Private Asset classes to ensure optimal returns.

LatAm Wealth Advisory Role

vor 1 Woche

Zürich, Zürich, Schweiz eFinancialCareers Vollzeit
About the Job
eFinancialCareers is partnering with a leading bank to recruit an experienced Wealth Advisory Specialist for their Investment Team in Zurich. As a seasoned professional in LatAm markets, you will leverage your expertise to drive business growth and deliver exceptional results for clients. This is a rare opportunity to join a successful organization with a strong track record of innovation and success.

Key Responsibilities
In this role, you will be responsible for:
  1. Managing and advising Wealth Management clients in Latin America.
  2. Developing and implementing investment strategies tailored to each client's needs.
  3. Providing exceptional customer service and support.