Senior Wealth Management Professional

Job Title: Senior Wealth Management Professional - BankingAbout UsFINDERS SA is a leading financial institution dedicated to providing exceptional wealth management services to high-net-worth clients.Compensation Package:The successful candidate can expect a highly competitive salary and benefits package, commensurate with experience and performance....

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,...

We are seeking an experienced Senior Wealth Management Legal Leader to join our team at Vontobel Holding AG in Zurich. This role offers a unique opportunity to shape strategic legal support within our Wealth Management business.Role OverviewThe successful candidate will have a minimum of 10 years of experience in the financial services sector, with a strong...

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...

VfU Management Consulting & Executive Search AG sucht einen Senior Wealth Manager für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Als Senior Wealth Manager werden Sie die Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten Markt pflegen und vertiefen.Aufgabe: Die Vermittlung und Betreuung von vermögenden Kunden, die...

Job OverviewWe are seeking a seasoned expert in Risk & Compliance to fill the role of Group Audit Manager WM Risk & Compliance.About the RoleThis position involves analyzing and assessing various Wealth Management Risks, controlling Market-, Credit-, Operational-, Legal- and Compliance-Risks, identifying effective controls, and providing solutions to issues...

Wealth Management für anspruchsvolle Kunden in EuropaWir suchen eine erfahrene und motivierte Fachkraft als Senior Wealth Manager für vermögende Privatkunden in West- und Zentraleuropa.Aufgaben und VerantwortlichkeitenPflege und Vertiefung der Beziehungen zu vermögenden PrivatkundenBieten von Dienstleistungen und Produkten des modernen Best-in-Class...

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...

Unlock Your Potential in Banking OperationsAt Goldman Sachs, we're looking for a talented Wealth Management Operations Professional to join our team in Zurich. As an Associate, you'll be part of our Account Activity Team, supporting the PWM Business in Switzerland and collaborating with global Operations teams.Key Responsibilities:Partner closely with the...

About CAPCOCAPCO is a global technology and management consultancy dedicated to the financial services industry.We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward.We specialize...

OverviewAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our employees to create value beyond wealth.Your ChallengeImprove IT service management at the bank, engaging with stakeholders to drive continuous development.Develop and deliver comprehensive IT service reporting to senior management and internal recipients.Oversee...

The eFinancialCareers platform provides a unique opportunity for you to develop your career in the thriving wealth management industry.As a Financial Specialist - Wealth Management Latin America, you will be based in Zurich and manage and advise clients on their investments in Latin America. This role presents an exceptional chance to contribute to the...

We are seeking an experienced legal leader to join our Wealth Management team as the Head of Private Clients Legal. Based in Zurich, this role offers a unique opportunity to shape strategic legal support and drive business growth.Job OverviewThis is a senior leadership position that requires a seasoned legal professional with a proven track record in wealth...

Job Description: We are seeking a highly motivated Wealth Management Specialist to join our team in Zürich. Responsibilities:Perform periodic client reviews and client life cycle modifications for Wealth Management Client RelationshipsOversee client onboardings, ensuring due diligence, CDB checks, and KYC checks for individuals and legal entities in...

Vontobel Holding AG ist ein führendes Investmenthaus mit über 2.300 Mitarbeitenden an mehr als 25 Standorten weltweit. Wir suchen nach talentierten Menschen, die sich für eine Karriere im Wealth Management entscheiden.Als Business Engineer Private Clients bist du verantwortlich für die Analyse und Optimierung von Business-Prozessen sowie die Entwicklung...

We are seeking a highly motivated and experienced Senior Portfolio Management Specialist to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd.Company OverviewAs a leading global wealth manager, we value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and create value beyond wealth. Our mission is to shape...

About the RoleRothschild & Co, a leading global financial services group with over 200 years of history, is seeking an ambitious and motivated individual to join their team as a Wealth Management Trainee. This exciting opportunity will provide the successful candidate with a unique chance to learn and grow within the Swiss wealth management industry.Key...

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...

Our organization, Goldman Sachs, is a leading global financial services firm that provides investment banking, securities, and investment management services to a diverse range of clients worldwide.The Global Compliance team interprets regulatory requirements to ensure the firm's compliance and identifies opportunities in global markets. Our analysts monitor...

As a Wealth Channel Development Specialist at the William Blake Group, you will be responsible for developing relationships with existing and new clients in the private wealth channel, focusing on Switzerland. Your goal will be to strategize and map the investor landscape, understand competitor offerings, and position our products and firm accordingly.Key...