Senior Wealth Manager

Backbase is a fast-growing fintech software provider that empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world. We are expanding our Sales team and offer opportunities for ambitious, strategic Sales Executives who thrive in a client-facing advisory role, specifically targeting Wealth...

Company OverviewLombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. We are an innovative bank of choice for private and institutional clients, operating from over 25 offices across 4 continents.With a history spanning over 225 years, Lombard Odier provides a comprehensive offering of discretionary and...

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...

Job DescriptionWe seek a highly skilled and experienced Wealth Management Consultant to manage a loyal book of clients.Your primary focus will be on building strong relationships, delivering exceptional service, and driving revenue growth through strategic partnerships and business development.

Job DescriptionSupport the Client Solutions EMEA team in executing the business development strategy for iCapital Network, covering Wealth Managers in DACH.Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.Execute Wealth Manager onboarding process from start to finish, working closely with related teams, including...

We are seeking an experienced Senior Relationship Manager to join our team in wealth management.The successful candidate will have a strong background in private banking and relationship management, with a proven track record of building and maintaining high-value client relationships.You will be responsible for providing strategic advice and support to our...

Our Client">A multi-family office seeking talented professionals to provide bespoke investment advisory services to entrepreneurs, ultra-high net worth individuals, single family offices, and institutions.">The Opportunity">As a Senior Private Banker, you will join an innovative team and help shape the future of wealth management, focusing on the growth in...

Wealth Change Project Manager - 8 month contractAbout SchrodersWe're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting...

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Edwards Wealth Management AGChief Executive Officer and Founder at Edwards Wealth Management AGWe are looking for experienced Private Bankers or Asset Managers with a loyal book of clients who are seeking a new opportunity with full flexibility and...

About the OpportunityWe are seeking experienced private bankers or asset managers to join our team as Wealth Management Specialists.This is an excellent opportunity for professionals who want to leverage their expertise and build a successful career in wealth management.Responsibilities and RequirementsManage existing client relationships with a strong focus...

Role OverviewThis is an exceptional opportunity for senior professionals with an existing client portfolio to join our team as a Senior Private Banker and Relationship Manager.You will be responsible for managing your own client relationships, leveraging our platform's resources and expertise to drive growth and success.

Wealth Management für West- und Zentraleuropa Schweizer Privatbank mit Multi Family Office Unsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt...

Company OverviewSang Zarrin is a renowned Multi-Family Office, catering to the needs of entrepreneurs, ultra-high net worth individuals, single family offices, and institutions. Our client values innovation, entrepreneurial spirit, and exceptional wealth management services.Job DescriptionWe are actively searching for Senior Private Bankers at the...

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...

Wealth Management für West- und ZentraleuropaSchweizer Privatbank mit Multi Family OfficeUnsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt auf...

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...

Job DescriptionKey ResponsibilitiesEngage key partners to increase sales activities and business penetrationProvide market intelligence and monitor penetration level of each key partnerDevelop strong relationships with team and market heads of key partnersInstitutionalize individual banker relationships where neededDifferentiate and promote Howden Private...

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...

Job OverviewWe are seeking a Senior Client Relationship Manager to join our team in Switzerland. This is a fantastic opportunity to foster strong client relationships while expanding your product expertise.In this role, you will be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and...

Date: 5th February 2025 Our client is looking for a Senior Private Banker, focusing on the Swiss market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios. Duties Include: Build strong relationships and attract new...