Wealth Management Professional

About the RoleThe Wealth Management Professional will develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and needs. Key responsibilities include providing bespoke investment, wealth planning, and financial solutions, acting as a trusted advisor, delivering proactive insights and market updates, identifying...

OverviewBrookfield Asset Management is a leading global alternative asset manager with a rich history of owning and operating real assets and related businesses.We are committed to developing our people through challenging work assignments and exposure to diverse businesses.Job DescriptionThe Senior Client Relationship Manager will be responsible for...

Company OverviewWe are a boutique recruitment agency dedicated to providing exceptional service in the financial services sector. With a strong focus on building long-term relationships, we pride ourselves on delivering tailored solutions to meet the unique needs of our clients.About the Role:We are seeking an experienced Private Wealth Management...

Role OverviewWe are seeking a skilled and motivated Senior Wealth Management Professional to join our team in Zurich. As a Junior Private Banker, you will be responsible for developing and maintaining close relationships with clients, supporting team leaders and senior private bankers, analyzing client wealth structures and needs, and preparing investment...

Explore exciting career opportunities with deVere Group, a renowned digital private investment bank and asset management organisation.About Us:We pride ourselves on providing high-class, professional advice to expatriate clients and investors across the globe.Job Description:We advise over 100,000 clients globally with assets under administration exceeding...

Job RequirementsWe are looking for a highly motivated and experienced Senior Financial Consultant to join our team in Zurich. The ideal candidate will have expertise in Insurance Sales, Swiss and International Pensions, International Investments, Cross-Border Repatriation Solutions, and Personal Taxation.About Our Team CultureAt deVere & Partners Switzerland...

We are seeking a skilled Financial Services Manager to join our External Wealth Managers department in Zurich.The successful candidate will be responsible for developing and servicing external partnerships, providing a premium service to high net worth individuals, and growing the team's book through the development of existing partnerships and/or new...

Role OverviewWe are seeking an ambitious student to join our 2025 Off-cycle Internship Program within our Global Wealth Management business. This paid internship will last 6 months, with a potential 3-month extension.Your ResponsibilitiesYou'll get to assess the current political and regulatory developments in relation to the Swiss retirement system and...

We're looking for a highly motivated and organized individual to join our team as a Global Wealth Management Professional. In this role, you will have the opportunity to support transaction managers in their daily activities, including the preparation, review, and organization of professional sales documentation.You will also identify real estate...

«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...

We are looking for a talented and experienced Global Wealth Management Professional to join our team in Remediation Support. As a key member of our team, you will play a critical role in reviewing client documentation and clean-up of data quality for both Legal Entities and Private Individuals.The successful candidate will have excellent problem-solving...

A Career in Finance at UBSAre you interested in working in finance, specifically as a wealth management professional serving clients? Do you want to work for a firm with a truly global footprint?We're looking for talented individuals to join our 2025 Graduate Talent Program. This program is designed to introduce you to our firm, provide professional and...

«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...

About the PositionThe Head of Wealth Management will oversee the development and implementation of tailored financial products and services, ensuring excellence in our commercial approach and in the delivery of our client experience.Key AccountabilitiesDrive business growth through strategic partnerships, product innovation, and exceptional client...

We are seeking a senior Wealth Manager to join our team in Zurich, with a focus on the Latin America market. As a key player in our business, you will be responsible for managing client relationships, providing expert advice on investment strategies, and driving business growth in the region.Your technical expertise will enable you to identify opportunities...

Finanzberater: Wealth ManagementUnsere Aufgabe besteht darin, einen Junior Finanzberater für den Standort in Zürich zu suchen. Die Stelle ist Teil unseres Teams im Bereich Wealth Management.**Was du erwarten kannst:**Du unterstützt uns als Fundi und Expert bei der Erstellung von Anlagevorschlägen.Du bist zuständig für die Kundenbetreuung und das...

Company Overviewfintra is a growing management consulting boutique that combines passion with expertise, keen to collaborate with leading banks and wealth managers in shaping the future of financial services.Job DescriptionAs a Senior Consultant / Manager, you will be responsible for collecting information and data through various methods, analyzing and...

We seek a talented Wealth Management Advisor to join our team at deVere Group. As a leading global financial services company, we pride ourselves on providing high-class, professional advice to expatriate clients and investors all over the world.About us:We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration,...

iCapital is at the forefront of the fintech industry, powering the world's alternative investment marketplace through its innovative financial technology platform. Our solutions have transformed the way advisors, wealth management firms, asset managers, and banks assess and recommend bespoke public and private market strategies for high-net-worth clients.The...

Company OverviewWe are a global leader in wealth management, providing advice-based solutions to deliver products and services designed to address the needs of ultra-high net worth and high-net worth individuals and families. Our goal is to help our clients achieve their financial goals while preserving and growing their wealth.SalaryNo salary information is...