Strategic Wealth Manager

Job DescriptionThe eFinancialCareers team is thrilled to announce an exceptional opportunity for a Wealth Management professional with expertise in the Latin American market. Based in Zurich, you will be responsible for advising and managing high-net-worth individuals in this dynamic region.You will be working closely with existing clients, providing expert...

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...

Job Description:We are seeking a highly skilled Strategic Portfolio Manager to join our team at W Executive.Job Summary:This role is responsible for managing and growing a portfolio of high-net-worth clients, providing expert financial advice on wealth management, investment strategies, and estate planning.Key Responsibilities:Client Relationship Management:...

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...

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...

About Helvetic Trust AGWe are an independent asset manager catering to high net worth individuals, family offices, foundations, and institutional investors.Compensation PackageOur salary for this role is CHF 120'000 - 180'000 per year.Job DescriptionWe offer individual and independent support and advice for clients in all aspects of wealth and investment...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring to our organization, enabling you to make a meaningful impact, drive innovation, and create value beyond wealth.Role OverviewThe Senior Capital Manager and Group Insurance Officer is a critical role within our company, responsible for executing the Group's capital...

We are seeking an experienced Senior Wealth Management Legal Leader to join our team at Vontobel Holding AG in Zurich. This role offers a unique opportunity to shape strategic legal support within our Wealth Management business.Role OverviewThe successful candidate will have a minimum of 10 years of experience in the financial services sector, with a strong...

Job OverviewFINDERS SA is seeking an experienced and skilled Strategic Client Growth Manager to join our team. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships, particularly within the NRI (Non-Resident Indian) market.

Job SummaryWe are seeking a highly skilled Financial Strategist to join our team at Marmot Invest AG, a Swiss wealth manager dedicated to serving women and their families. This dynamic role requires a visionary individual with expertise in wealth management, portfolio optimization, and financial education.

About the RoleRothschild & Co, a leading global financial services group with over 200 years of history, is seeking an ambitious and motivated individual to join their team as a Wealth Management Trainee. This exciting opportunity will provide the successful candidate with a unique chance to learn and grow within the Swiss wealth management industry.Key...

Job DescriptionWe are seeking a highly experienced Asset Raiser to join our team at the William Blake Group. This role will focus on developing relationships with existing and new clients in the private wealth channel, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks, with a strong emphasis on Switzerland.The successful candidate...

We are seeking a highly skilled Strategic Account Development Manager to join our team in Switzerland. As a key member of our commercial team, you will be responsible for developing and executing strategic plans to drive growth and profitability with our key department store partners.About the RoleAs a Strategic Account Development Manager, you will report...

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 CH10 - BJB Bank Julius Baer & Co. Ltd., we celebrate individuality and empower our employees to make a meaningful impact.About the RoleWe are seeking a seasoned Wealth Management Specialist to join our Wealth Planning Life Insurance team in Zürich, focusing on sophisticated life insurance solutions for our clients.Your Challenge:Collaborate with...

Job OverviewWe are seeking a seasoned expert in Risk & Compliance to fill the role of Group Audit Manager WM Risk & Compliance.About the RoleThis position involves analyzing and assessing various Wealth Management Risks, controlling Market-, Credit-, Operational-, Legal- and Compliance-Risks, identifying effective controls, and providing solutions to issues...

About the RoleAs part of the Customer Supply and Development (CSD) business unit, we are seeking a highly skilled Strategic Program Manager to drive strategic projects in one of three areas: Operations Innovation & Strategy, Operations, or Digital. Key ResponsibilitiesManage a portfolio of strategic CSD projects, driving change and ensuring alignment between...

Role OverviewWe are seeking an experienced Strategic Financial Services Manager to join our team at ING Switzerland. In this role, you will be responsible for managing large and important customer relationships, as well as taking a lead in the administration of the entire client relationship.Key ResponsibilitiesHelp senior colleagues manage large and...

Job Title: Senior Wealth Management Professional - BankingAbout UsFINDERS SA is a leading financial institution dedicated to providing exceptional wealth management services to high-net-worth clients.Compensation Package:The successful candidate can expect a highly competitive salary and benefits package, commensurate with experience and performance....