Wealth Management Expert
Vor 2 Tagen
Unser Team bei TN Switzerland sucht einen Wealth Management Expert, der Kunden beraten und betreuen sowie neue Kunden gewinnen kann. Wir suchen eine erfahrene Person mit unternehmerischem Denken, die ein eigenes Kundenportfolio aufbauen und pflegen kann.
Aufgaben- Kundenbeziehungen aufbauen und pflegen
- Neukundenakquisition und Netzwerkpflege
- Beratung und Betreuung
- Analyse und Strategieentwicklung
- Marktbeobachtung und Geschäftsmöglichkeiten
- Teamarbeit
- Höherer Abschluss in Banking & Finance oder vergleichbarer Bereich
- Mehrjährige Erfahrung im Private Banking oder Wealth Management
- Bestehendes Netzwerk potenzieller Kunden/-innen
- Unternehmerisches Denken und Fähigkeit, ein eigenes Kundenportfolio aufzubauen
- Verhandlungssicher in Deutsch und Englisch
- Familiäres und unternehmerisch geprägtes Arbeitsumfeld
- Flexible Arbeitsbedingungen
- Flache Hierarchien und kurze Entscheidungswege
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Wealth Management Expert
vor 1 Woche
Zürich, Zürich, Schweiz Ateca Consulting VollzeitWealth Management Expert WantedWe are seeking an experienced private banker to join our team in Zurich, Switzerland. As a Wealth Management Expert, you will play a key role in building and managing relationships with High Net Worth clients, delivering tailored wealth solutions that meet their unique needs. With a minimum of 5+ years of experience in private...
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Wealth Management Expert
vor 1 Tag
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Our ClientOur client is a renowned Swiss-based private banking group with over 180 years of heritage.The bank provides comprehensive wealth management services for ultra-high-net-worth individuals and families.We are seeking an experienced professional to join our team as a Wealth Management Expert in Switzerland.
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Wealth Management Expert
vor 1 Tag
Zürich, Zürich, Schweiz Redstone Search Group VollzeitCompany OverviewRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With extensive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses, Redstone Private Banking offers tailored search solutions in a dynamic...
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Wealth Management Expert
Vor 6 Tagen
Zürich, Zürich, Schweiz AskFin Consulting VollzeitCompany OverviewAskFin Consulting is a boutique wealth management firm based in Zurich, Switzerland. Founded in 2001, the company is authorized by FINMA and focuses on providing personalized financial planning and investment management services to high net worth individuals.The executive team at AskFin Consulting comprises experienced professionals with over...
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Wealth Management Programme Lead
Vor 4 Tagen
Zürich, Zürich, Schweiz Schroders Capital Management (Switzerland) AG VollzeitJob Description:Schroders Capital Management (Switzerland) AG seeks a skilled Operational Excellence Project Coordinator to join our Wealth Management team. The successful candidate will play a critical role in the delivery of key workstreams within the Wealth Change Programme, focusing on process re-engineering, future-state operating model implementation,...
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Private Wealth Management Program
vor 1 Tag
Zürich, Zürich, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the DivisionWealth Management is a key division within our firm, offering a wide range of financial services to clients. As a Summer Analyst, you will have the opportunity to work closely with our experts and contribute to the growth and success of our clients.We strive to deliver exceptional service and build long-term relationships with our clients....
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Wealth Management Graduate
vor 1 Tag
Zürich, Zürich, Schweiz Pictet Group VollzeitCareer Opportunities in Private BankingPictet Group offers an 18-month graduate programme for individuals seeking a career in wealth management. The programme includes on- and off-the-job training, focusing on teamwork and individual skill development.As a member of our graduate programme, you will work alongside experienced professionals, developing your...
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Wealth Management Director
vor 1 Tag
Zürich, Zürich, Schweiz TN Switzerland VollzeitTN Switzerland - Wealth Management DirectorSocial network you want to login/join with:Key Responsibilities:Develop and lead a dedicated Wealth Management business, establishing strategic partnerships to drive growth.Collaborate closely with the CEO and Board to shape the private banking offering, ensuring alignment with our company vision.Build and maintain...
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Private Wealth Distribution Expert
Vor 2 Tagen
Zürich, Zürich, Schweiz Jobs via eFinancialCareers VollzeitJob Title: Private Wealth Distribution ExpertWe are seeking an experienced professional to join our team as a Private Wealth Distribution Expert. This role involves developing relationships with clients in the private wealth channel, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks.Key Responsibilities:Client Engagement:Develop and...
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Wealth Management Leader
Vor 4 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitJob OverviewWe are looking for a highly skilled Wealth Management Leader to join our client's team. The successful candidate will be responsible for leading the private banking division, developing business strategies, and driving revenue growth.The ideal candidate must have a background in private banking or wealth management, with experience in a...
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Wealth Management Onboarding Expert
Vor 7 Tagen
Zürich, Zürich, Schweiz Legal Minds AG VollzeitAt Legal Minds AG, we are committed to delivering exceptional service to our clients.To achieve this goal, we are seeking a highly skilled Onboarding Specialist to join our team in Zurich.In this role, you will be responsible for managing client information, conducting the KYC process, and ensuring a smooth onboarding experience.You will work closely with...
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Wealth Management Advisor
vor 1 Tag
Zürich, Zürich, Schweiz Triaxis AG ∙ Asset Management since 1983 VollzeitJoin us as a Wealth Management Advisor and be part of our successful story in serving wealthy private clients, executives, and entrepreneurs since 1983.About UsWe are Triaxis AG ∙ Asset Management, an independent asset manager with a FINMA license in the heart of Zurich City.We offer an optimal infrastructure that gives you the freedom to act...
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Zürich, Zürich, Schweiz talendo AG VollzeitAbout the RoleAs a Global Wealth Management Communications Expert, you will be responsible for developing impactful content for news articles, intranet pages, newsletters, videos, blog posts, and other communication materials for Global Wealth Management employees.You will also handle a small portfolio of projects such as webpage creation and redesigns,...
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Wealth Management Analyst Position
vor 1 Tag
Zürich, Zürich, Schweiz Goldman Sachs Group, Inc. VollzeitWealth Management OverviewWealth Management encompasses Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Our wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to clients worldwide.Our growth is driven by a relentless focus on our people, clients, and...
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Global Wealth Management Internship
Vor 2 Tagen
Zürich, Zürich, Schweiz talendo AG VollzeitProgram OverviewWe are seeking a highly motivated individual to join our Global Wealth Management business as an intern. This paid internship will provide you with the opportunity to work closely with our experts, learn about the industry, and develop new skills.You will be responsible for assisting the team with data collection and documentation for...
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Private Wealth Advisor
vor 1 Woche
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitAbout the Opportunity:We are excited to offer a unique opportunity for a Senior Client Relationship Manager to join our team in Switzerland. As a key member of our team, you will be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and independent wealth advisors.The successful candidate...
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Zürich, Zürich, Schweiz talendo AG VollzeitOverviewWe're seeking a highly motivated and detail-oriented individual to join our 2025 Off-Cycle Internship Program within the Global Wealth Management business risk organization. As an intern, you'll have the opportunity to work with our experts, learn about the industry, our clients, and our firm.
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Senior Wealth Management Professional
vor 1 Tag
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitAt Altus Search Ltd, we are committed to excellence in private banking and wealth management. We are currently seeking a talented Senior Private Banker to join our team, specializing in the German market.This is an exciting opportunity for a seasoned professional to leverage their expertise and passion for delivering exceptional client service. The...
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Private Wealth Management Role
vor 1 Tag
Zürich, Zürich, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the DivisionWealth Management includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers globally to achieve their financial objectives.Our advisor-led wealth management businesses offer financial planning, investment management, banking, and...
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Zürich, Zürich, Schweiz talendo AG VollzeitJob DescriptionThis paid internship will last 6-12 months, providing a comprehensive learning experience within our Global Wealth Management business.You'll work closely with our experts, gaining insight into the industry, our clients, and our firm's operations.A successful internship may lead to an offer for our Graduate Talent Program after completing your...