Swiss German Market Wealth Professional
Vor 2 Tagen
The successful candidate will be responsible for business development, client experience, and engaging resources to deliver a complete wealth management solution in the German-Speaking Switzerland Market unit.
This role involves building and managing a book of business consisting of HNW clients, managing accounts to ensure completed profiles, and meeting prospects and clients to prepare and follow up on these meetings.
- Sale and implementation of investment, banking, and trust/estate products to core clients, with assistance from all the Bank's resources.
- Monitoring portfolios and providing performance reviews.
- Keeping up-to-date with news and market events and understanding how these impact client accounts.
- Establishing close collaboration with other departments/locations of the bank.
- Maintaining a strong compliance culture, ensuring optimal compliance and risk management in accordance with local laws, regulatory requirements, and in-house directives.
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Wealth Management Professional
Vor 2 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitCompany OverviewBanque Pictet & Cie SA is a leading international private bank with a strong presence in Switzerland and globally. We offer a unique opportunity for talented individuals to join our Graduate Programme and develop their skills in wealth management.Job DescriptionThe Graduate Programme is an 18-month programme that includes both on-the-job and...
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Zürich, Zürich, Schweiz Marmot Invest AG VollzeitMarmot 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...
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Zürich, Zürich, Schweiz Marmot Investment AG VollzeitMarmot Investment AG is a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building.About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as an intern.As an intern, you will gain hands-on experience across...
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Graduate Programme in Finance Switzerland
Vor 2 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitProfessional DevelopmentThis 18-month Graduate Programme is designed to equip you with the skills and knowledge required to succeed in the field of wealth management. You will work closely with experienced professionals to develop your business acumen and gain hands-on experience in investment, private banking, and risk management.Key ResponsibilitiesAs a...
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Swiss Market Development Specialist
vor 1 Tag
Zürich, Zürich, Schweiz Benetics VollzeitJob DescriptionWe're seeking a sales professional to manage a portfolio of customers and drive the entire sales cycle, including closing deals. You'll collaborate with our product, marketing, and customer success teams to ensure successful deployment and long-term satisfaction of our customers.RequirementsStrong pipeline generation skills and ability to...
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Business Development Director for Swiss Banking
vor 4 Stunden
Zürich, Zürich, Schweiz Finders SA VollzeitJob DescriptionAt Finders SA, we are seeking an experienced Business Development Director to join our team. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, focusing on cross-border...
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Editorial Leader in Wealth Management
vor 1 Tag
Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG VollzeitBank 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...
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Sales Development Manager
vor 4 Stunden
Zürich, Zürich, Schweiz Finders SA VollzeitCompany Overview:Finders SA is a pioneering force in the Health-Tech Industry, boasting over two decades of success as a leading publisher of collaborative software solutions for home healthcare in Switzerland. Renowned for its strong competitive advantages, including WPA, Multi-terminal, and SaaS technology, Finders SA has established itself as a trusted...
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Junior Private Banker Opportunity
Vor 2 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitSkill DevelopmentThis 18-month Graduate Programme is focused on developing your skills in wealth management. You will work alongside experienced professionals to gain hands-on experience in investment, private banking, and risk management. Our comprehensive training programme includes professional certifications relevant to your area of business (CFA or...
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Wealth Management Specialist
Vor 2 Tagen
Zürich, Zürich, Schweiz Yakoubi Associates VollzeitAt Yakoubi Associates, we are seeking a highly skilled Wealth Management Specialist to join our team in Zurich. As an Account Manager / Junior Relationship Manager, you will provide administrative and operational support to one Relationship Manager in their day-to-day tasks and co-ownership of a smaller client book.Key ResponsibilitiesUnderstand the needs...
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Hotel Revenue Expert for German Market
Vor 5 Tagen
Zürich, Zürich, Schweiz AccorHotel VollzeitJob DescriptionRevenue Management: Drive optimal accommodation sales in our hotels by developing and implementing effective revenue strategies.Market Analysis: Conduct regular forecasting and demand analysis to maximize room turnover and market shares.Collaboration: Maintain strong relationships with online travel agencies, colleagues in reservations, and...
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Marketing Professional
Vor 2 Tagen
Zürich, Zürich, Schweiz Solas Capital AG VollzeitAbout Solas Capital AGSolas Capital AG is a leading investment advisor dedicated to sustainable finance solutions. Our team of experts has extensive experience in energy efficiency, renewable energy, and infrastructure finance, driving society's transition to carbon neutrality.We are committed to developing and managing sustainable finance products that...
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Career Advancement in Swiss Tech Recruitment
Vor 7 Tagen
Zürich, Zürich, Schweiz WE RECRUIT VollzeitCompany OverviewOur client is a renowned recruitment company that has established itself as a leader in the Swiss tech market. With its unique and innovative approach, it has built an impressive reputation among both candidates and clients alike.
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Client Relations Professional
Vor 2 Tagen
Zürich, Zürich, Schweiz Yakoubi Associates VollzeitYakoubi Associates is a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families. We have additional offices in Geneva and Lugano and are seeking a qualified Client Relations Professional to join our team.Job DescriptionAs an Account Manager / Junior Relationship Manager, you will be responsible...
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Lead International Tax Consultant
Vor 7 Tagen
Zürich, Zürich, Schweiz LINDEMANNLAW VollzeitCompany OverviewLINDEMANNLAW is a leading Swiss boutique law firm that specializes in providing cutting-edge legal and tax services to institutional clients in asset & wealth management, as well as highly successful entrepreneurs and UHNWI clients.We advise on and implement investment funds, securitizations, holdings, trust, and foundations in jurisdictions...
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Market Growth Specialist
Vor 5 Tagen
Zürich, Zürich, Schweiz Sika AG VollzeitJob OverviewThis role involves leveraging market research and strategy development to drive growth in the solar roofing industry. The ideal candidate will possess a deep understanding of customer needs, market trends, and innovative solutions.Key Responsibilities- Define customer value propositions tailored to specific countries and regions.- Establish...
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Zürich, Zürich, Schweiz WE RECRUIT VollzeitWe are excited to announce an opportunity for a motivated and experienced recruitment professional to join our team as a Managing Consultant and future Lead.This role offers the chance to establish a new office in Switzerland, develop business through strategic partnerships, and lead a small team of talented individuals.About the OpportunityAs a key member...
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Senior Key Account Professional
Vor 5 Tagen
Zürich, Zürich, Schweiz RepRisk AG VollzeitAbout the CompanyRepRisk AG is a rapidly growing global company and pioneer in the environmental, social, and governance (ESG) data science field. Our mission is to foster positive change by promoting transparency in business practices through the power of data.Role OverviewWe are looking for a seasoned professional to join our international Commercial team...
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Microsoft Azure DevOps Professional
vor 1 Tag
Zürich, Zürich, Schweiz LIONSCOUT GROUP VollzeitRequired Skills and QualificationsTo be successful in this role, you will require:Extensive experience in designing, managing, and implementing cloud environments on Microsoft Azure.Strong knowledge of Azure services, hybrid cloud management, and modern cloud solutions.Microsoft Azure certifications (Azure Developer, Administrator, Solution Architect) are...
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Strategic Sales Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Yakoubi Associates VollzeitJob DescriptionYakoubi Associates, a leading Swiss hedge fund, seeks an experienced Sales and Business Developer to contribute to the expansion of its sales function and drive strategic business development initiatives. Reporting directly to the Management Team, the successful candidate will be responsible for:Primary ResponsibilitiesEstablish and maintain...