Aktuelle Jobs im Zusammenhang mit Wealth Management Professional for Women and Families - Zürich, Zürich - Marmot Invest AG

  • Wealth Management Professional

    vor 4 Stunden

    Zürich, Zürich, Schweiz E Fundresearch Vollzeit

    Job SummaryAs a Wealth Management Professional, you will be responsible for delivering high-quality investment advice to ultra-high net worth individuals and sophisticated wealth management clients, leveraging your expertise in portfolio management and macroeconomic analysis.Key Responsibilities:Develop and implement tailored investment strategies for...

  • Wealth Advisory Services Professional

    vor 5 Stunden

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Become a leader in private banking by joining eFinancialCareers as a Wealth Advisory Services Professional.We are seeking a skilled individual to manage and advise Wealth Management clients in Latin America. In this role, you will leverage your expertise to drive business growth, improve client satisfaction, and stay ahead of the competition in the LatAm...

  • Senior Wealth Management Specialist

    vor 4 Stunden

    Zürich, Zürich, Schweiz DAY ONE Recruitment AG Vollzeit

    Job Summary:DAY ONE Recruitment AG is seeking a highly experienced Senior Relationship Manager to join a prestigious Bank in Zurich.The successful candidate will have a proven track record of managing ultra-high net worth families and will be responsible for building and maintaining strong relationships with clients.Responsibilities will include portfolio...

  • Wealth Planning and Management Specialist

    vor 4 Stunden

    Zürich, Zürich, Schweiz Michael Page Vollzeit

    We are seeking an experienced Wealth Planning and Management Specialist to join our team at this Swiss-based financial institution.DescriptionAs a Private Client Portfolio Manager you will be responsible for managing an existing portfolio of assets for a family spread across Europe and South America.You will serve as the primary point of contact maintaining...

  • Global Wealth Management Professional

    vor 4 Stunden

    Zürich, Zürich, Schweiz talendo AG Vollzeit

    We're seeking a highly motivated and ambitious student to join our 2025 Off-cycle Internship Program. As a member of our Real Estate Advisory team, you'll gain hands-on experience in supporting transaction managers, identifying real estate opportunities, and conducting market research. You'll also have the opportunity to develop your skills and knowledge in...

  • Wealth Management Professional

    vor 4 Stunden

    Zürich, Zürich, Schweiz JobCourier Vollzeit

    Job Requirements:To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as a proven track record of client relationship management. Additionally, you should have a deep understanding of cross-border markets and the ability to develop and implement effective business strategies.Main...

  • Private Wealth Client Advisor

    vor 5 Stunden

    Zürich, Zürich, Schweiz talendo AG Vollzeit

    We are seeking a highly motivated and analytical individual to join our Global Wealth Management team in Zurich as a 2025 Off-cycle Internship– GWM CIO Retirement & Public Policy Research intern.About the TeamOur Global Wealth Management team in Zurich provides advice-based solutions to deliver products and services designed to address the needs of...

  • Global Wealth Manager Trainee

    vor 5 Stunden

    Zürich, Zürich, Schweiz talendo AG Vollzeit

    Are you interested in working with one of the world's leading financial institutions and contributing to the success of our clients? As a 2025 Off-cycle Internship– GWM CIO Retirement & Public Policy Research intern in our Global Wealth Management team in Zurich, you will have the opportunity to gain hands-on experience in assessing current political and...

  • Risk Management Professional for Reinsurance

    vor 5 Stunden

    Zürich, Zürich, Schweiz Crossell Vollzeit

    We are seeking a highly motivated and experienced professional to join our team and contribute to the success of our key process within the Finance department. As a Risk Management Professional for Reinsurance, you will be responsible for supporting the production and validation of our L&H cash flow, used as input for IFRS financial closing, Swiss Solvency...

  • Editorial Leader in Wealth Management

    vor 1 Woche

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    Bank Julius Bär & Co. AG seeks a highly skilled editorial professional to lead our wealth management team.Key Responsibilities:Edit and refine financial content for publications in multiple languagesDevelop high-quality translations from English to German and FrenchCollaborate with internal stakeholders to review and finalize translationsOversee the...

  • Vertriebsleiter im Bereich Wealth Management

    vor 5 Stunden

    Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

    We are seeking a dedicated and experienced Relationship Manager to join our team as Vertriebsleiter im Bereich Wealth Management. As part of our international organization, you will have the opportunity to develop your career and expand your knowledge in the field of wealth management.Your Responsibilities Identifying and acquiring new clientsDeveloping...

  • Private Banker for UHNWI Clients

    vor 5 Stunden

    Zürich, Zürich, Schweiz DAY ONE Recruitment AG Vollzeit

    Company Overview:DAY ONE Recruitment AG is a leading recruitment agency in Switzerland specializing in Swiss and International Private Banks, Wealth Management, External Asset Management Firms, and Family Offices.Our mission is to support our clients to attract, develop, and retain the most talented private bankers and investment managers in Switzerland.This...

  • Financial Planning Specialist, Wealth Management

    vor 5 Stunden

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Discover a thriving opportunity in wealth management at eFinancialCareers.We are seeking an experienced Financial Planning Specialist to manage and advise Wealth Management clients in Latin America. As a trusted advisor, you will inherit existing clients and contribute to the growth of our business in the region.Your expertise will be crucial in ensuring...

  • Off-Cycle Internship for Wealth Management Expertise

    vor 15 Stunden

    Zürich, Zürich, Schweiz talendo AG Vollzeit

    Company OverviewWe are a leading global wealth manager, operating 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 competitors.Our team is comprised of talented individuals from diverse backgrounds, specializations,...

  • Wealth Management Sales Professional

    vor 4 Stunden

    Zürich, Zürich, Schweiz Lynceus Partners Vollzeit

    **Requirements**You must be skilled at building human relationships with clients and colleagues alike, possessing an entrepreneurial mindset and being a team-player with effective communication skills.You should have the ability to identify and analyze client needs, translating those needs into investible, simple, and clear investment ideas.You are...

  • Wealth Management Specialist

    vor 5 Stunden

    Zürich, Zürich, Schweiz Mercantil Bank (Schweiz) AG Vollzeit

    Job RoleThis role requires a highly adaptable individual with strong organizational skills and excellent communication abilities.Main Tasks:Account Management:Handle account openings, verification, and maintenance while ensuring compliance and accuracyUpdate client data and maintain comprehensive recordsProvide correspondence and maintain document archives...

  • Wealth Management Consultant

    vor 5 Stunden

    Zürich, Zürich, Schweiz Joinandgrow Vollzeit

    Key ResponsibilitiesAs a Sales Growth Strategist, you will be responsible for driving sales growth across Switzerland. Your key responsibilities include:Developing and executing effective sales strategies and account plans to meet and exceed revenue targetsEnsuring accurate forecasting and consistently meeting or exceeding assigned sales quotasIdentifying...

  • Global Wealth Management Associate

    vor 15 Stunden

    Zürich, Zürich, Schweiz talendo AG Vollzeit

    Join Our TeamAt UBS, we believe in empowering each individual to reach their full potential. As a trainee in our Corporate & Real Estate team, you'll have the chance to contribute to high-profile projects and collaborate with cross-functional teams to drive business success.Our six-month internship program is designed to give you a comprehensive overview of...

  • New Opportunities in Wealth Management

    vor 5 Stunden

    Zürich, Zürich, Schweiz Goldman Sachs Group, Inc. Vollzeit

    About UsGoldman Sachs Group, Inc. is a global investment banking and securities firm that provides financial services to governments, corporations, and individuals. Our Wealth Management division includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits.We help empower clients and customers around the world to reach...

  • Wealth Management Publication Manager

    vor 15 Stunden

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we value creativity and innovation in everything we do. As a Wealth Management Publication Manager, you will be responsible for creating engaging financial content that showcases our expertise and values.ResponsibilitiesEditing and translation of financial publicationsContent planning and coordinationPublication process tasks, including...

Wealth Management Professional for Women and Families

vor 2 Wochen

Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

Marmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha alone.

We're seeking a visionary candidate to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content.

About the Role
  • Develop and maintain model portfolios that exemplify our investment philosophy, focusing on diversification, cost reduction, and risk management.
  • Create compelling marketing and educational content aimed at women, promoting financial literacy and showcasing our wealth management offerings through blogs and social media.
  • Utilize various lead magnets to attract and engage prospective clients, emphasizing our commitment to closing the financial gender gap.
  • Cultivate partnerships within the female financial ecosystem, including coaches, ambassadors, and brands, to amplify our mission and reach.
  • Monitor and review client portfolios to ensure alignment with their goals, facilitating ongoing dialogue to foster trust and loyalty.
Requirements
  • A reputable MBA and a strong educational background in finance or business.
  • Minimum 3 years of experience in finance, with a focus on wealth management, portfolio management, or related fields.
  • Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of financial experience and knowledge.
  • Good working knowledge of digital software tools, coding skills are a plus, Morningstar and PMS CRM System- Know How also a plus.
  • Intellectual curiosity, a deep desire to solve problems, and exceptional attention to detail.
  • The ability to serve as a successful and determined advocate for your clients.
  • A keen sense of resourcefulness and ability to implement efficient processes in a fast-paced environment.
  • Strong educational background, with connection to finance and business.
  • Passion for our women-oriented mission to close financial gender gaps.
  • Excellent English language skills, German is a plus.
What We Offer
  • An opportunity to work with a highly dedicated, talented team.
  • A flexible schedule with the support of our helpful digital tools and staff.
  • A beautiful and efficient office in Zürich-Seefeld.