Private Wealth Management Administrator
Vor 7 Tagen
The successful candidate will be responsible for the following tasks:
- Administration of trusts, including preparation of documents and handling client requests.
- Assisting with client procedures, including trust establishment, opening bank accounts, distributions, etc.
- Preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.
- Ensuring the accurate rendition, collection, and reporting of fee billings.
- Sound knowledge of fundamental trust law, company law, and administrative practice.
- Fundamental knowledge and understanding of investment/financial instruments.
- Fundamental knowledge of banking products and their application in overall management and administration of wealth.
- Basic understanding and working knowledge of accounting concepts and their applications.
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Wealth Management Data Strategist
vor 1 Tag
Genf, Genf, Schweiz Segetia Wealth Management SA VollzeitJob Summary:We are seeking a highly motivated Wealth Management Data Strategist to join our team at Segetia Wealth Management SA. As a key member of our financial data group, you will play a crucial role in developing and implementing data management strategies to support business growth and improve operational efficiency.About the Role:Develop and implement...
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Tax Expert in Private Wealth Management
Vor 2 Tagen
Genf, Genf, Schweiz AP Executive - Global Executive Search Agency VollzeitWe are looking for a skilled Swiss tax expert to join our team at AP Executive, specializing in private wealth management. The ideal candidate should hold the Swiss Federal 'expertise fiscal' diploma and have extensive experience in private client tax matters.A strong background in Swiss tax regulations is crucial for this role. While a Swiss law barristers'...
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Associate, Private Wealth, Geneva
Vor 2 Tagen
Genf, Genf, Schweiz Schellenberg Wittmer VollzeitWe are looking for a Swiss-Qualified Lawyer to join our team in the field of: Private Wealth. Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth...
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Data Management Expert
vor 1 Tag
Genf, Genf, Schweiz Segetia Wealth Management SA VollzeitJob Description:We are seeking a Data Management Expert to join our team at Segetia Wealth Management SA. As a key member of our financial data group, you will play a crucial role in optimizing our data management processes and developing solutions tailored to our business needs.Your Responsibilities:Implement efficient processes for collecting, processing,...
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Wealth Management Specialist
vor 1 Tag
Genf, Genf, Schweiz MSM Investment Advisors S.A. VollzeitWe are seeking an experienced Financial Services Manager to join our team at MSM Investment Advisors S.A. As a key member of our Investment Advisory team, you will be responsible for managing the wealth of high net worth families and individuals.You will work closely with our CIO and Investment Team to identify opportunities for growth and develop strategies...
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Private Wealth Advisor
vor 1 Tag
Genf, Genf, Schweiz MSM Investment Advisors S.A. VollzeitWe are seeking an experienced Investment Banking Executive to join our team at MSM Investment Advisors S.A. As a key member of our Investment Advisory team, you will be responsible for managing the wealth of high net worth families and individuals.You will work closely with our CIO and Investment Team to identify opportunities for growth and develop...
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Private Wealth Manager
vor 1 Tag
Genf, Genf, Schweiz Click and Connect Online Limited VollzeitPrivate Wealth Manager - Switzerland Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that...
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Senior Wealth Manager
vor 7 Stunden
Genf, Genf, Schweiz DES Capital VollzeitAbout the Opportunity\We are seeking a seasoned Senior Private Banker to join our team of experienced professionals at DES Capital. As a key member of our organization, you will have the opportunity to work with high-net-worth individuals and families, providing personalized wealth management solutions and building strong relationships.\The ideal candidate...
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Private Banking Specialist Role
vor 2 Stunden
Genf, Genf, Schweiz LGT – Private Banking und Asset Management VollzeitWe are seeking a highly skilled Business Development Professional to join our team at LGT – Private Banking und Asset Management. As a leading Private Banking and Asset Management Group, we offer a unique opportunity to work with a diverse range of clients and develop your skills in client acquisition.About the RoleThis role will involve developing your...
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Graduate - Investment Specialist - Wealth Management
vor 3 Wochen
Genf, Genf, Schweiz Banque Pictet & Cie SA VollzeitThe programmeThis is a unique 18-month experience, where we offer you a permanent position along with a specific programme involving rotations in different teams to build your expertise and professional skills. Through this programme you will assist with the activities of Pictet Wealth Management (PWM) departments while also laying the foundations for your...
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Private Banker
Vor 2 Tagen
Genf, Genf, Schweiz MSM Investment Advisors S.A. VollzeitMSM is a Multi-Family Office platform dedicated to providing wealth management services to global families.We provide Investment Advisory services for families to help them manage their wealth. Our team brings over 100 years of combined investment management and intellectual capital.Role DescriptionThe Senior Banker will work in partnership with the CIO and...
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Business Operations Coordinator
Vor 2 Tagen
Genf, Genf, Schweiz Deutsche Bank VollzeitBusiness Operations Coordinator - Wealth ManagementThis role involves providing exceptional support to Relationship Managers and Investment Managers in our wealth management division. Key responsibilities include acting as the primary point of contact for operational requests, ensuring timely issue resolution, and maintaining strong relationships with...
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Senior Data Intelligence Specialist
vor 1 Tag
Genf, Genf, Schweiz Segetia Wealth Management SA VollzeitJob Title: Senior Data Intelligence SpecialistLocation: Geneva downtown, SwitzerlandJob Type: Full-timeEmployment Type: Mid-Senior levelWe are seeking a highly skilled Senior Data Intelligence Specialist to join our team at Segetia Wealth Management SA. As a key member of our financial data group, you will play a crucial role in transforming and optimizing...
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Executive Director for Wealth Management
vor 1 Tag
Genf, Genf, Schweiz DES Capital VollzeitBecome a key player in the private banking industry by joining DES Capital as the Head of Private Banking. This unique opportunity is tailored for seasoned senior private bankers who are eager to assume a leadership role and maintain close relationships with (Ultra) High Net Worth clients.You will have the opportunity to leverage the bank's expertise in...
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Building Administrator
Vor 4 Tagen
Genf, Genf, Schweiz Enova VollzeitWe are seeking a seasoned Building Administrator to oversee the administration of our building projects at Enova in Geneva. As a Building Administrator, you will be responsible for managing the day-to-day activities of assigned projects.Main Duties:Coordinate with maintenance teams to ensure seamless project execution.Develop and sustain effective working...
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Private Banking Executive
vor 7 Stunden
Genf, Genf, Schweiz DES Capital VollzeitAbout the Opportunity\We are seeking a seasoned Senior Private Banker to join our team of experienced professionals at DES Capital. As a key member of our organization, you will have the opportunity to work with high-net-worth individuals and families, providing personalized wealth management solutions and building strong relationships.\The ideal candidate...
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Junior Wealth Management Assistant
Vor 4 Tagen
Genf, Genf, Schweiz ACCA Careers VollzeitWe are looking for a motivated Junior Wealth Management Assistant to support our team in Geneva. As a key member of our team, you will assist in the administration of trusts and corporate structures, preparing and processing various documents.About the Role:Work closely with senior team members to ensure the smooth execution of daily tasks.Develop strong...
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Executive Director
vor 7 Stunden
Genf, Genf, Schweiz DES Capital VollzeitAbout the Opportunity\We are seeking a seasoned Senior Private Banker to join our team of experienced professionals at DES Capital. As a key member of our organization, you will have the opportunity to work with high-net-worth individuals and families, providing personalized wealth management solutions and building strong relationships.\The ideal candidate...
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Senior Wealth Management Professional
Vor 6 Tagen
Genf, Genf, Schweiz ConnectPartners Sàrl VollzeitAbout the RoleWe are seeking a highly skilled Business Manager to join our team at ConnectPartners Sàrl. This is a leadership position that requires sophisticated problem-solving, commercial, and organizational skills.Key ResponsibilitiesDerive actionable insights from sales activities to support business development and sales efforts.Identify best...
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Senior Wealth Manager
vor 1 Tag
Genf, Genf, Schweiz DES Capital VollzeitUnlock new heights in your career as a seasoned senior private banker with experience covering one or more of the following markets: Europe, Middle East, LatAm, UK, and Africa.Elevate your expertise by joining a prestigious private bank or external asset manager in Geneva or Zurich. This unique opportunity is tailored for individuals with 10+ years of...