Senior Wealth Strategist

About the RoleAs a Wealth Planning Strategist at CH10 - BJB Bank Julius Baer & Co. Ltd., you will play a pivotal role in shaping the future of wealth management.Job OverviewWe celebrate individual qualities and empower our team members to be impactful, entrepreneurial, and empowered. If you enjoy solving complex problems and are passionate about wealth...

Unser Unternehmen RecruitPlus GmbH sucht nach einer qualifizierten Persönlichkeit, die für die Position Senior Wealth Planner verantwortlich sein wird.Aufgaben:Die Übernahme von Verantwortung am neuen Standort und die Mitgestaltung der UnternehmensinitiativeDie Ausbildung neuer Mitarbeiter und der Aufbau eines leistungsstarken BeraterteamsDie...

At Julius Baer, we strive for excellence in wealth management and value the unique qualities of our team members.You will be part of the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich.We work on key initiatives and projects to provide our clients with sophisticated life insurance...

About the Role: We are seeking a highly skilled Senior Business Strategist to join our team at Boston Consulting Group. In this role, you will play a pivotal part in helping our clients tackle their most complex challenges and drive growth through innovative solutions.Responsibilities: As a Senior Business Strategist, you will be responsible for leading...

We 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...

Unser AngebotWir suchen einen erfahrenen Senior Broadband Strategisten, der sich auf die strategische Steuerung der Broadband-Distribution der SRG spezialisiert hat.Die HerausforderungenStrategische Steuerung der Broadband-DistributionWeiterausbau des Provider-ManagementStrategische Steuerung der Services von internen und externen ProvidernMitarbeit beim...

Marmot 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...

About the RoleWe are seeking a highly motivated and experienced Senior Sustainability Strategist to join our team at Quantis. As a Senior Sustainability Strategist, you will be responsible for developing and implementing winning sustainability strategies for leading Swiss companies in the pharma and life sciences sectors.Key ResponsibilitiesLead and grow key...

Marmot 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...

About the RoleWe are seeking a highly skilled Senior Sustainability Strategist to join our team at Quantis. As a key member of our sustainability practice, you will be responsible for developing and implementing winning sustainability strategies for our major clients in the Food sector.As a Senior Sustainability Strategist, you will work closely with senior...

Senior Sustainability Strategist Job DescriptionAs a Senior Sustainability Strategist at Quantis, you will be responsible for developing and implementing winning sustainability strategies for major clients in the Food sector.Main Responsibilities:Leading the implementation of sustainability strategy projects for key clients.Supporting the shaping and...

Wealth Management Spezialist/inInternationale Privatbank mit Niederlassungen in der Schweiz und Europa sucht für ihre Niederlassung Zürich einen erfahrenen Senior Relationship Manager/in. Der/ Die Kandidat/in wird die vermögenden Kunden auf hohem Niveau betreuen und ihre Beziehungen pflegen.Wir erwarten von Ihnen:Ein gutes Beziehungsnetz zu HNWI- und/oder...

Unsere HerausforderungWir suchen einen erfahrenen Vertriebsstrategiker, der unsere institutionellen Kunden unterstützt und unsere Vertriebsstrategie entwickelt. Als Senior Institutional Sales Strategist wirst du Teil unseres Vertriebsteams und arbeitest eng mit unseren Kunden und Interessengruppen zusammen.Deine AufgabenEntwickelst und implementierst...

We 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...

VfU Management Consulting & Executive Search AG sucht einen Senior Wealth Manager für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Als Senior Wealth Manager werden Sie die Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten Markt pflegen und vertiefen.Aufgabe: Die Vermittlung und Betreuung von vermögenden Kunden, die...

Wenn du dich für die Herausforderung begeistert, in einer dynamischen und innovativen Umgebung zu arbeiten, bist du bei uns richtig! Als Senior Institutional Sales Strategist bei der Zürich Versicherungs-Gesellschaft AG kannst du deine Fähigkeiten und Erfahrungen einsetzen, um unsere Kunden zu unterstützen und ihre Bedürfnisse zu erfüllen.Deine...

Job Title: Senior Corporate StrategistAs a key member of our Corporate Strategy team, you will play a critical role in advancing our innovative diagnostic and information technology-based solutions for veterinarians, livestock producers, and pet owners.Key Responsibilities:Assist in the facilitation of the corporate strategic planning process and drive...

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...

FINMA 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....

Key Responsibilities:As a Senior Tax Strategist at Phoenix Search & Consulting, you will be responsible for ensuring overall corporate tax compliance. You will act as the key point of contact for all corporate tax matters, offering technical expertise and guidance on complex tax issues. Collaboration with local Finance/Tax teams is essential to ensure proper...