Wealth Channel Professional

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 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...

Key Responsibilities:Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives. Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions. Provide expert financial advice on a range of products and services, including wealth management,...

Role OverviewThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. The ideal candidate will have a strong track record of developing new High Net Worth/Ultra High Net Worth private client relationships through their existing network in...

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...

Unlock Your Potential in Banking OperationsAt Goldman Sachs, we're looking for a talented Wealth Management Operations Professional to join our team in Zurich. As an Associate, you'll be part of our Account Activity Team, supporting the PWM Business in Switzerland and collaborating with global Operations teams.Key Responsibilities:Partner closely with the...

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 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...

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...

About UsThe Center for Sustainable Finance and Private Wealth is a research and teaching institution at the Department of Finance at the University of Zurich. Our mission is to advance sustainable finance and promote environmentally responsible investment practices.Job DescriptionWe are seeking a highly experienced and motivated Managing Director to lead our...

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...

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...

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...

About the RoleWe are seeking a highly skilled Retail Channel Director to oversee and drive the Retail channel strategy deployment, ensuring consistency, effectiveness, and excellence within the channel.The ideal candidate will be responsible for developing and implementing a comprehensive Retail channel roadmap, aligning with our Omnichannel strategy and...

Job Description:We are seeking a skilled 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 developing and maintaining our wealth management portal solution. You will work closely with our team to design, implement, and deploy...

Key ResponsibilitiesWealth Management and Asset Management Services: Develop and implement customized wealth management solutions for high net worth individuals and institutional investors.Client Support and Advice: Provide individualized support and advice to clients in all aspects of wealth and investment advice.Asset Allocation: Implement tailored asset...

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...

About the RoleThe Retail Channel Strategist is responsible for driving the Retail channel strategy deployment, ensuring consistency, effectiveness, and excellence within the channel. This role will build actionable solutions to identified business opportunities to achieve Commercial targets.Key ResponsibilitiesDevelop and implement a comprehensive Retail...

About the JobThe Retail Channel Manager plays a pivotal role in deploying the Retail channel strategy, ensuring consistency, effectiveness, and excellence within the channel. This position involves identifying business opportunities and developing actionable solutions to achieve Commercial targets.The responsibilities of this role include:Developing and...

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...