Private Wealth Management Professional

Job OverviewWe are seeking an experienced Wealth Management Professional to join our team in Switzerland. As a High Net Worth Client Advisor, you will be responsible for managing and expanding long-term client relationships in the high-end private banking segment, focusing on the Swiss market.About Our ClientThe bank is a leading international private...

About the Position:This is a unique opportunity to join a leading Multi Family Office as a Strategic Adviser for Wealth Management and Private Equity. The successful candidate will have a strong background in Corporate Finance, Private Equity, or Investment Banking and excellent communication skills.Key Responsibilities:Advising clients on corporate finance,...

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 DescriptionThe successful candidate will join the Private Wealth Client Solutions team as a wholesale Private Markets sales professional, focusing on establishing new and expanding existing relationships with private wealth distribution channels in Switzerland.This role involves managing current and developing new relationships and fundraising...

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...

Broadgate Search is proud to partner with a Swiss-based external asset manager dedicated to delivering customized wealth management solutions to private clients. As a key player in the industry, we are seeking a seasoned professional to join our team as a Relationship Manager.About the RoleThe successful candidate will be responsible for growing and managing...

We are seeking a highly skilled professional to join our team as an Associate, responsible for Finance, Sales, and Customer Service in the Financial Services and Banking industry.About UsdeVere Group is the world's leading Tech-Driven Wealth Creation Advisory firm, with a global expansion that has created new opportunities for specialists with the right...

Key ResponsibilitiesAs a Business Development Professional for Private Banking, you will be responsible for identifying new business opportunities, developing strategic relationships, and delivering tailored solutions to our clients.You will work closely with our team to leverage our platform's strengths and create mutually beneficial partnerships.

We are seeking a highly skilled Wealth Management Associate to join our team at Schroders Recruitment. As a Wealth Management Associate, you will be responsible for providing exceptional client service, including preparing and executing investments into private equity, preparing bespoke and ad-hoc reporting using data analysis tools like Power BI, and...

Client Relationships & Business DevelopmentWe are seeking a Senior Client Relationship Manager to develop and maintain strong relationships with key decision-makers in the wealth management sector in Switzerland. In this role, you will be responsible for identifying business opportunities, developing and executing a comprehensive business development plan,...

About our Client:Our client is a leading Multi Family Office serving entrepreneurs with institutional capital, offering Investment Banking, Corporate Finance/M&A, Wealth, and related investment solutions. With over EUR 6bln under active advisory, they have an extensive network of partners and a strong reputation in the industry.Job Role:This position...

As a wealth management intern, you'll be part of a small, dedicated team at Marmot Investment AG. You'll gain hands-on experience across multiple facets of wealth management, including investment, marketing, sales, and compliance.Your RoleYou'll work closely with experienced professionals to develop your skills and knowledge. Your responsibilities will...

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...

Company OverviewWe are Edwards Wealth Management AG, a leading wealth management firm dedicated to providing expert advice and tailored solutions to our clients.We pride ourselves on our independence, flexibility, and strategic support, making us an attractive platform for experienced private bankers and asset managers seeking a new opportunity.

Director, Private Investment and Financial Advisory Firm, Zurich, SwitzerlandDirector, Private Investment and Financial Advisory Firm, Zurich, SwitzerlandAbout our clientOur client is a Multi Family Office for entrepreneurs with institutional capital and has currently more than EUR 6bln under active advisory of its principals who hold majority stakes in...

At Yakoubi Associates, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and motivated individual to join our team as a Junior Relationship Manager, responsible for providing administrative and operational support to one Senior Relationship Manager.Key ResponsibilitiesUnderstand the needs and...

**About Us**Howden Private Wealth is a leading wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialize in procuring life insurance products for UHNW individuals globally with licensed representatives across key markets.The Howden Group believes in providing holistic solutions and...

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...

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...

Wealth Management Career OpportunityThe bank continues to enjoy exceptional growth, making this an exciting time to join their team in Zurich.You will manage and advise Wealth Management clients in Latin America, inheriting existing clients and contributing to the growth of the business in the region.