Wealth Management Business Specialist

Wealth Management SpecialistWir suchen einen Wealth Management Specialist, der sich auf die Analyse und Optimierung von Geschäftsprozessen spezialisiert hat. Als Teil unseres Teams werden Sie sich auf die Entwicklung von Lösungsstrategien in Zusammenarbeit mit dem Business Management und Stakeholdern im Wealth Management...

Job Title: VP, Wealth Management SpecialistDescriptionDeutsche Bank's Wealth Management business is a leading global wealth manager, offering a comprehensive range of investment solutions and advice to high net worth individuals and families. As a trusted partner, we create lasting value for our clients through bespoke solutions and expert advice.Key...

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...

We are seeking a skilled Wealth Management Specialist to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The ideal candidate will have a minimum of 15 years' experience in advising sophisticated clients and managing large client portfolios.Key Responsibilities:Acquiring new client relationships through own networkProviding tailored investment...

Job Title: Relationship ManagerAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring to the table, empowering you to make a meaningful impact, think entrepreneurially, and create value beyond wealth.We are the leading Swiss private banking group, dedicated to serving and advising sophisticated private clients and delivering...

Job Title: Relationship ManagerAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring to the table, empowering you to make a meaningful impact, drive entrepreneurial spirit, and create value beyond wealth.We are the leading Swiss private banking group, dedicated to serving and advising sophisticated private clients and delivering...

Job Title: Relationship ManagerAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring to the table, empowering you to make a meaningful impact, think entrepreneurially, and create value beyond wealth.We are the leading Swiss private banking group, dedicated to serving and advising sophisticated private clients and delivering...

Job Title: VP, Wealth Management Specialist, SwissDescriptionDeutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs,...

Job Title: Relationship Manager Private BankingAt CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring to the table, empowering you to create value beyond wealth. Let's shape the future of wealth management together.Your Challenge:Proactively develop and maintain a portfolio of high net worth clients with a focus on the APAC...

About the RoleMarmot Invest AG is seeking a highly skilled Investment Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial advisory services to our female clients.As an Investment Specialist, you will work closely with our investment teams to craft solutions that resonate...

Gunia Consulting is seeking a seasoned Relationship Manager to join our Swiss desk in Zurich. The ideal candidate will be responsible for managing and growing a portfolio of high-net-worth Swiss domicile clients, providing expert financial advice and personalized banking services.Key Responsibilities:* Develop and maintain strong relationships with...

About Marmot Invest AGMarmot Invest AG is a Swiss wealth management company dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha...

Job Title: Wealth Management Application DeveloperWe are seeking a highly skilled and motivated Wealth Management Application Developer to join our team at Van Lanschot Kempen (Schweiz) AG.About the Role:As a Wealth Management Application Developer, you will be responsible for designing, developing, and maintaining software applications that support our...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We're shaping the future of wealth management together.Your ChallengeParticipate in projects with multi-functional teams, collaborating with Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT,...

About CH10 - BJB Bank Julius Baer & Co. Ltd.We are a leading wealth management bank that celebrates and values the individual qualities of our employees, enabling them to be impactful, entrepreneurial, and empowered. Our mission is to shape the future of wealth management together with our clients.About the RoleThe Relationship Manager is the primary point...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. Our Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich is looking for a skilled professional to work on key initiatives and projects providing clients with...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We are shaping the future of wealth management together.Your ChallengeParticipate in projects with multi-functional teams, collaborating with Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT,...

Job Title: Global Marketplace EMEA SpecialistAbout the RoleiCapital is seeking a highly motivated and experienced Global Marketplace EMEA Specialist to join our team. As a key member of our Client Solutions EMEA Global Marketplace team, you will play a critical role in executing our fund sales strategy to Wealth Managers.Key ResponsibilitiesDevelop and...

As a Wealth Channel Development Specialist at the William Blake Group, you will be responsible for developing relationships with existing and new clients in the private wealth channel, focusing on Switzerland. Your goal will be to strategize and map the investor landscape, understand competitor offerings, and position our products and firm accordingly.Key...

Job Title: Wealth Management Application DeveloperWe are seeking a highly skilled and motivated Wealth Management Application Developer to join our team at Van Lanschot Kempen (Schweiz) AG.About the Role:We are looking for a talented developer to work on our wealth management portal solution, utilizing the latest technologies and a market-leading core...