Strategic Wealth Manager

We are seeking a Strategic Wealth Advisor to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd.Your Challenge:Develop and manage relationships with High Net Worth/Ultra High Net Worth private clients.Deliver comprehensive wealth management solutions to meet clients' needs.Work with cross-functional teams to provide tailored investment solutions.Monitor...

Job Description: We are seeking a Strategic Wealth Manager Private Banking to join our team at Julius Baer. As a key member of our Private Banking team, you will be responsible for managing a portfolio of high net worth clients and providing them with comprehensive wealth management solutions. Key Responsibilities: Proactively develop and maintain a...

Pioneering Private Wealth Management for WomenMarmot Invest AG seeks a visionary Strategic Wealth Advisor for Women to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content.Key Responsibilities:Develop and Maintain Model Portfolios: Work...

Helvetic 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...

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...

Key Responsibilities:We are seeking a Strategic Client Growth Manager to join our team at W Executive.Client Acquisition and Retention: Develop and maintain long-term relationships with high-net-worth clients, understanding their financial needs and objectives.Portfolio Management: Grow and manage a portfolio of clients, ensuring their banking and investment...

Helvetic 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...

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...

Helvetic 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...

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...

We are seeking an experienced legal leader to join our Wealth Management team as the Head of Private Clients Legal. Based in Zurich, this role offers a unique opportunity to shape strategic legal support and drive business growth.Job OverviewThis is a senior leadership position that requires a seasoned legal professional with a proven track record in wealth...

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...

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....

JobbeschreibungAls Relationship Manager Wealth Management Asia bei Kessler GmbH sind Sie für die Betreuung eines etablierten Kundenportfolios verantwortlich. Sie beraten und betreuen die anspruchsvolle asiatische Kundschaft, insbesondere aus Taiwan, Hongkong und China. Ihre Haupttätigkeit besteht darin, den Geschäftsausbau mittels Marktbearbeitung,...

About CH10 - BJB Bank Julius Baer & Co. Ltd.We are a leading wealth management company that values individuality and entrepreneurship. Our team is passionate about creating value beyond wealth, and we're looking for a skilled IT operations manager to join us on this journey.

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...

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...

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Job OverviewHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors.Key ResponsibilitiesDeliver individual and independent support and advice for clients in all aspects of wealth and investment adviceDevelop customised, holistic and long-term client...

About 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...