Aktuelle Jobs im Zusammenhang mit Wealth Manager as a Senior Partner - Zürich, Zürich - Helvetic Trust AG
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Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust AG, a leading independent asset manager, is seeking a skilled Wealth Manager as a Senior Partner to cater to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment adviceDevelop...
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Wealth Manager as a Senior Partner
vor 1 Monat
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Job DescriptionWe are seeking a skilled Wealth Manager to join our team as a Senior Partner. As a key member of our wealth management team, you will be responsible for providing...
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Wealth Manager as a Senior Partner
Vor 6 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitKey ResponsibilitiesWealth Management and Asset Management Services: Develop and implement customized wealth management solutions for high net worth individuals and institutional investors.Client Support and Advice: Provide individualized support and advice to clients in all aspects of wealth and investment advice.Asset Allocation: Implement tailored asset...
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Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust AG is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors. Our wealth management, asset management, and family office services are tailored to meet the unique needs of each client. We are regulated by the competent authorities in Switzerland and...
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Wealth Manager as a Senior Partner
vor 2 Monaten
Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit{"h2": "About Helvetic Trust AG", "p": "Helvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our services include wealth management, asset management and family office services at our strategic locations. We are regulated by the competent authorities in...
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Wealth Manager as a Senior Partner
vor 4 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors. Our expertise lies in wealth management, asset management, and family office services.Key ResponsibilitiesProvide individual and independent support and advice to clients in...
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Wealth Manager as a Senior Partner
vor 3 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust is a leading independent asset manager providing bespoke wealth management services to high net worth individuals, family offices, foundations, and institutional investors. Our team offers expert advice and tailored solutions to cater to the unique needs of each client.Key ResponsibilitiesDeliver individualized wealth management services to...
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Senior Wealth Manager
vor 3 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitWe are seeking a skilled Senior Wealth Manager to join our team at Marmot Invest AG. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Your key responsibilities will include:Developing and implementing customized financial plans for...
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Senior Wealth Manager
vor 1 Woche
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitMarmot 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...
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Wealth Manager Senior Partner
Vor 5 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our wealth management services include portfolio management, asset allocation, and family office solutions.Key ResponsibilitiesProvide independent and bespoke wealth management advice to...
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Senior Wealth Manager mit Akquisitionsflair
vor 3 Wochen
Zürich, Zürich, Schweiz oprandi & partner ag, zürich VollzeitFINMA lizenzierter Vermögensverwalter in Zürich, der Teil einer internationalen Finanzgruppe im Schweizer Familienbesitz ist, sucht eine nachhaltige VerstärkungUnsere Auftraggeberin ist eine übersichtliche, internationale Unternehmensgruppe, die seit mehreren Jahrzehnten umfassende Beratungsdienstleistungen im Rechts-, Steuer- und Finanzbereich anbietet....
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Senior Wealth Manager
vor 1 Woche
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitMarmot Invest AG is seeking a Senior Wealth Manager to join our team in Zurich. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored investment advice and guidance. This is a unique opportunity to work with a highly dedicated and talented team, driving growth and...
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Senior Wealth Manager
vor 4 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to empower and inspire women to nurture financial freedom.Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will...
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Senior Wealth Manager
vor 2 Monaten
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom. Our mission is to close the financial gender gap by providing tailored financial solutions and guidance to women and their families.Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced...
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Senior Wealth Manager
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitWe are seeking a skilled Senior Wealth Manager to join our team at Marmot Invest AG. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Key ResponsibilitiesDevelop and implement personalized financial plans for clients, taking into...
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Senior Wealth Manager
vor 1 Monat
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a pioneering wealth manager in Switzerland, dedicated to empowering women and their families to achieve financial independence. Our mission is to bridge the financial gender gap by providing tailored investment solutions and expert guidance.Job Title: Senior Relationship ManagerWe are seeking an experienced Senior...
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Senior Wealth Manager
vor 3 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom.Job Title: Senior Relationship ManagerJob SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Marmot Invest AG. As a Senior Relationship Manager, you will be...
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Senior Wealth Manager
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAt Marmot Invest AG, we are dedicated to empowering women to take control of their financial futures. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with our clients, providing personalized advice and guidance to help them achieve their financial goals.The ideal candidate will have a proven track record...
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Senior Wealth Management Specialist, Latin America
vor 3 Wochen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitUnlock Growth Opportunities in Latin AmericaAs a Senior Wealth Management Specialist, you will play a key role in managing and advising Wealth Management clients in Latin America. Based in Zurich, you will inherit existing clients and contribute to the growth of the business in the region.Key Responsibilities:Manage and advise Wealth Management clients in...
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Senior Wealth Manager
vor 2 Monaten
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitSenior Relationship Manager HNWI/UHNWIWir suchen eine erfahrene und motivierte Persönlichkeit als Senior Relationship Manager HNWI/UHNWI für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Aufgaben und VerantwortlichkeitenPflege und Vertiefung von Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten MarktBieten Sie den...
Wealth Manager as a Senior Partner
vor 2 Monaten
Helvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.
Key Responsibilities- Provide individual and independent support and advice to clients in all aspects of wealth and investment advice.
- Develop customised, holistic, and long-term client solutions.
- Implement individualised asset allocation tailored to client needs, including investor profile, strategic, and tactical asset allocation.
- Access to a portfolio management system.
- Corporate services, including compliance, assistance, HR, and marketing in-house.
- Broad and independent access to the money and capital markets.
- Choice of 15 first-class custodian banks with attractive conditions.
- Fee sharing model with partner status.
- Attractive occupational pension solution.
- Exclusive offices in Zurich and Bern.
- Home office.
- Organisation of company visits to listed companies and exclusive client events.
