Wealth Management Specialist

Wealth Management SpecialistWir suchen einen Wealth Management Specialist, der sich auf die Analyse und Optimierung von Geschäftsprozessen spezialisiert hat. Als Teil unseres Teams werden Sie sich auf die Entwicklung von Lösungsstrategien in Zusammenarbeit mit dem Business Management und Stakeholdern im Wealth Management...

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Wir suchen einen erfahrenen Business Specialist, der sich auf das Wealth Management spezialisiert hat und ein breites Verständnis von Bankprozessen besitzt. Als Teil unseres dynamischen Teams werden Sie sich auf die Analyse und Optimierung von Business-Prozessen konzentrieren und dabei die Entwicklung von Lösungsstrategien in Kollaboration mit dem Business...

We are seeking a skilled Wealth Management Specialist to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The ideal candidate will have a proven track record of advising sophisticated clients and managing large client portfolios.Key Responsibilities:Develop and maintain relationships with high net worth and ultra high net worth clientsProvide...

Unlock 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...

We are seeking a skilled Wealth Management Specialist to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The ideal candidate will have a minimum of 15 years' experience in advising sophisticated clients and managing large client portfolios.Key Responsibilities:Acquiring new client relationships through own networkProviding tailored investment...

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...

At Julius Baer, we believe that exceptional wealth management is about more than just numbers. It's about empowering individuals to achieve their goals and create lasting value.As a Wealth Planning Specialist within our Investment and Wealth Management Solution (IWMS) business area, you will play a key role in shaping the future of wealth management. Your...

Deine Rolle:Entwicklung von Strategien zum Optimieren von Prozessen im Wealth ManagementKooperation mit dem Business Management und Stakeholdern im Wealth ManagementEnge Zusammenarbeit mit allen Bereichen des Wealth Management und der Business-ITKonzeption und Durchführung von Schulungen für Relationship Manager und AssistentenUnser Angebot:Ein breites...

We are the leading Swiss private banking group CH10 - BJB Bank Julius Baer & Co. Ltd., with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management.The primary point of contact between the clients and the Bank is the Relationship Manager. He/she acts as an ambassador for the Bank externally and is a...

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...

About the RoleMarmot Invest AG is seeking a highly skilled Investment Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial advisory services to our female clients.As an Investment Specialist, you will work closely with our investment teams to craft solutions that resonate...

Role OverviewThe Relationship Manager is the primary point of contact between the client and CH10 - BJB Bank Julius Baer & Co. Ltd. He/she acts externally as an ambassador for the Bank and is internally a role model.This individual is responsible for the proactive and autonomous management of a portfolio of (Ultra) High Net Worth private clients.Key...

About 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 through wealth management and community building.Role OverviewWe are seeking an experienced Wealth Management Specialist to spearhead our initiatives aimed at deepening...

About the RoleCapco is seeking a highly skilled and experienced Wealth Management Expert to join our team in Zurich. As a Wealth Management Expert, you will be responsible for advising clients on their wealth management strategies and providing expert advice on asset management and financial planning.Your Key ResponsibilitiesAdvise clients on the development...

Job DescriptionWe are seeking a highly motivated Client Review Specialist to join our Service Hub team. The Service Hub is where Vontobel's key support processes are delivered, providing high-quality services for our clients in a highly efficient way.Key ResponsibilitiesPerform periodic client reviews and client life cycle modifications for Wealth Management...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We're shaping the future of wealth management together.Your ChallengeParticipate in projects with multi-functional teams, collaborating with Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT,...

Helvetic Trust AG is a leading independent asset manager offering bespoke wealth management services to high net worth individuals, family offices, foundations, and institutional investors. Our team of experts provides tailored solutions to meet the unique needs of each client, leveraging our expertise in investment advice and asset management.Key...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We are shaping the future of wealth management together.Your ChallengeParticipate in projects with multi-functional teams, including Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing,...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. Our Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich is looking for a skilled professional to work on key initiatives and projects providing clients with...