Personal Wealth Consultant

Vor 5 Tagen


Genf, Genf, Schweiz Private Client Consultancy Vollzeit

At Private Client Consultancy, we specialize in delivering bespoke financial solutions to our clients. As a Personal Wealth Consultant, you will be an integral part of our team, working closely with clients to understand their unique needs and develop tailored plans to achieve their financial goals.

About the Role

This is a dynamic and entrepreneurial role that requires a strong understanding of financial markets, products, and services. You will be responsible for:

  • Developing and implementing financial plans that meet clients' goals and objectives.
  • Providing expert advice on investment strategies, risk management, and estate planning.
  • Building and maintaining strong relationships with clients, ensuring they receive exceptional service and support.
  • Collaborating with colleagues to share knowledge and best practices in the field of finance.

We are seeking a highly motivated and results-driven individual with a passion for finance and client service. If you have a strong work ethic, excellent communication skills, and a keen interest in finance, we encourage you to apply.



  • Genf, Genf, Schweiz CAPCO Vollzeit

    Consultant Wealth and Asset Management at Capco Switzerland - Geneva ABOUT CAPCO Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration,...


  • Genf, Genf, Schweiz Bull IT Consultant LTD Vollzeit

    Bull IT Consultant LTD is looking for a talented Regulatory Business Analyst to join our team and contribute to the success of our business.Job Requirements:The successful candidate will be responsible for:Providing expert advice on regulatory mattersDeveloping and implementing solutions to ensure alignment with regulatory standardsLiaising with stakeholders...


  • Genf, Genf, Schweiz FNZ Group Vollzeit

    About the RoleAs a Senior Solution Consultant at FNZ Group, you will play a critical role in shaping the future of our clients' businesses. With a strong background in private banking and wealth management, you will bring a unique perspective to our team, helping us to deliver innovative solutions that meet the evolving needs of our customers.Your primary...


  • Genf, Genf, Schweiz Bull IT Consultant LTD Vollzeit

    At Bull IT Consultant LTD, we are seeking a highly skilled Risk Middle Office Commodities Business Analyst to join our team.Job Description:We are looking for a talented professional with expertise in the commodities business to fill this key role.5+ years of experience in a similar roleConfidence in leading meetings and self-organizingStrong communication...


  • Genf, Genf, Schweiz Cognizant Vollzeit

    The company is a leading provider of information technology consulting and business process outsourcing services. Dedicated to helping the world's leading companies build stronger businesses.Cognizant's Banking & Financial Services (BFS) Consulting team seeks talented consultants with business analysis and digital change delivery experience.This role...


  • Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

    The programmeThis is a unique 18-month experience, where we offer you a permanent position along with a specific programme involving rotations in different teams to build your expertise and professional skills. Through this programme you will assist with the activities of Pictet Wealth Management (PWM) departments while also laying the foundations for your...


  • Genf, Genf, Schweiz TN Switzerland Vollzeit

    We are seeking a talented Healthcare Technology Consultant to join our team at TN Switzerland. In this role, you will be responsible for providing technical expertise to support the development of innovative technical health policies and strategies for implementation through collaboration with Regional and Country Offices. Key responsibilities...


  • Genf, Genf, Schweiz FNZ Group Vollzeit

    Job DescriptionFNZ Group is a leading provider of cloud-based wealth management platforms, serving over 650 financial institutions and 12,000 wealth managers worldwide. We are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.In this exciting role, you will join our Solution Consulting team, working closely...


  • Genf, Genf, Schweiz Jobsoid Inc. Vollzeit

    **Transform Lives, Achieve Success**This is a rare opportunity to join a global team and work on projects that truly make a difference in people's lives.As a Mindset Shift Consultant, you'll be using your skills and experience to help individuals unlock their full potential and achieve extraordinary success.**Responsibilities Include:**Autonomously manage...


  • Genf, Genf, Schweiz Fonds des Nations Unies pour l'enfance (UNICEF) Vollzeit

    Personal Beneficiary Data Consultant/Geneva/Social Policy - Humanitarian Cash Transfer/Remote/Req# 580575Job no: 580575Contract type: ConsultantDuty Station: GenevaLevel: ConsultancyLocation: SwitzerlandCategories: Social PolicyAbout UNICEFIf you are a committed, creative professional and are passionate about making a lasting difference for children, the...


  • Genf, Genf, Schweiz TN Switzerland Vollzeit

    About UsOur ApproachWe combine innovative thinking with industry expertise to deliver tailored solutions that meet our clients' unique needs. Our team consists of experienced professionals who are passionate about driving business success and improving lives.We specialize in banking & payments, capital markets, wealth & asset management, and insurance.Our...


  • Genf, Genf, Schweiz TN Switzerland Vollzeit

    About CapcoOur CultureWe pride ourselves on being a dynamic and inclusive organization where everyone can grow and thrive. Our team is passionate about driving business success and making a positive impact.We specialize in banking & payments, capital markets, wealth & asset management, and insurance.Our approach is collaborative and efficient, ensuring...


  • Genf, Genf, Schweiz TN Switzerland Vollzeit

    Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, assessing their financial needs and providing personalized advice on investments, loans, and insurance products.Financial Analysis: Stay up-to-date on market trends and economic developments, analyzing data to inform investment decisions and identify...


  • Genf, Genf, Schweiz Addepar Vollzeit

    The RoleIn this key position, you will be a technical and consultative resource throughout the sales process, helping us establish and strengthen our presence in the Swiss market. You will work closely with senior stakeholders to demonstrate the value of Addepar's solutions and ensure alignment with the needs of Swiss wealth managers, family offices, private...


  • Genf, Genf, Schweiz Access Personal SA Vollzeit

    Nous recherchons un Consultant en Ressources Humaines motivé et passionné pour rejoindre notre équipe.Fonction clé :Prospection de nouveaux clients et gestion des relations existantes.Organisation de la gestion administrative pour soutenir l'équipe.Recherche et identification de talents pour répondre aux besoins des clients.Émission d'annonces et...


  • Genf, Genf, Schweiz Fonds des Nations Unies pour l'enfance (UNICEF) Vollzeit

    About the RoleWe are seeking a highly skilled Global Data Management Consultant to join our team. As a consultant, you will be responsible for supporting country offices in Nigeria, Syria, Ukraine, and South Sudan on payment recipients' personal data management function to process individual cash transfers for people affected by humanitarian crisis and...


  • Genf, Genf, Schweiz FNZ Group Vollzeit

    Job OverviewThe Senior Solution Consultant role at FNZ Group is a challenging and rewarding opportunity to leverage your expertise in the financial industry. As a key member of our Solution Consulting team, you will provide high-value services to existing and potential customers, helping them to achieve their business objectives.This includes defining and...

  • Financial Planner

    Vor 5 Tagen


    Genf, Genf, Schweiz deVere & Partners Switzerland SA Vollzeit

    As a Global Financial Consultant at deVere & Partners Switzerland SA, you will play a key role in shaping the future of our clients' financial lives. With a focus on delivering exceptional service and tailored financial solutions, you will be part of a dynamic team that is passionate about making a positive impact.Job Requirements:We are seeking an...


  • Genf, Genf, Schweiz Fonds des Nations Unies pour l'enfance (UNICEF) Vollzeit

    About the OpportunityThis is an exciting opportunity to work with the Fonds des Nations Unies pour l'enfance (UNICEF) on a challenging project that requires expertise in data management and analysis. As a Humanitarian Cash Transfer Expert, you will be responsible for supporting country offices in Nigeria, Syria, Ukraine, and South Sudan on payment...


  • Genf, Genf, Schweiz TN Switzerland Vollzeit

    We are seeking a highly skilled Senior SAP Consultant in Supply Chain Operations to join our dynamic team. As a key member of our SAP supply chain practice, you will drive business value for our clients by delivering high-quality SAP solutions and services.You will have more than 7 years of experience in process consulting and implementation of SAP...