Berater:in im Wealth Management

Lombard Odier is a renowned global wealth and asset manager, focusing on sustainable investing. As an innovative bank of choice for private and institutional clients, our Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion across 4 continents.With a history spanning over 225 years, Lombard Odier is an investment...

Marmot Investment AG is a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building.About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as an intern.As an intern, you will gain hands-on experience across...

Marmot Invest AG is a Swiss wealth manager 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 alone.We're seeking a visionary...

ÜberblickProfidata AG bietet seit über drei Jahrzehnten innovative Software- und SaaS-Lösungen für das Investment und Wealth Management an. Ergänzt wird dieses Angebot durch ein stark wachsendes, breites Dienstleistungsangebot in den Bereichen Beratung, Implementierung, Schulung und Support.Das Unternehmen ist führend in der Finanzbranche und hat sich...

Als erfahrener Senior Business Analyst mit Expertise im Investment- und Wealth-Management, suchst du nach einer Herausforderung in einem dynamischen Umfeld? Über uns Profidata AG ist ein führender Anbieter von innovativen Softwarelösungen für das Investment- und Wealth-Management. Unsere Zielsetzung ist es, Kunden individuelle Lösungen anzubieten, um...

Company OverviewBank Julius Bär & Co. AG is a leading wealth management company that values individual qualities and enables employees to be impactful, entrepreneurial, and empowered.

About AvaloqAvaloq is a leading provider of wealth management technology and services for financial institutions worldwide. With a global footprint spanning 12 countries, we empower our clients to succeed in the ever-evolving financial landscape.

About UsPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise.The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.

Role Overview:Mercantil Bank (Schweiz) AG, a Swiss private bank established in 1988, specializes in private banking and wealth management services. This role is part of a prominent financial group with over 90 years of industry experience.Key Responsibilities:Account Management: Ensure account openings, verification, and maintenance comply with regulations...

We are committed to fostering an inclusive culture where you can be your true authentic self. Our team values diversity, equality, and respect, and we strive to create a workplace that is welcoming to all individuals.About AvaloqAvaloq is a global leader in wealth management technology and services, providing innovative solutions to financial institutions...

We are an investment house providing a comprehensive offering of portfolio management, wealth services and custody.About UsLombard Odier is an independently owned Firm with a history spanning over 225 years, operating from over 25 offices across 4 continents. We manage close to CHF 300 billion and provide advanced banking technology to other financial...

Company Overview:Lombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. As an innovative bank of choice for private and institutional clients, our independently owned Firm operates from over 25 offices across 4 continents.We offer a comprehensive range of discretionary and advisory portfolio management,...

Wir suchen eine engagierte und organisierte Persönlichkeit für die Position des Dienstleistungsmanagers bei unserer Niederlassung in Zürich.Beschreibung:Als Dienstleistungsmanager sind Sie der zentrale Anlaufpunkt im Büro und verantwortlich für die Organisation und Koordination des Büroalltags. Mit Ihrem professionellen Auftreten und Ihrem Sinn für...

We are committed to delivering exceptional software solutions that meet the evolving needs of the investment and wealth management industry.About Our MissionAs a trusted partner in the world's most important financial centers, we strive to stay ahead of the curve by investing in cutting-edge technologies and innovative approaches.Job ResponsibilitiesWe are...

Pridata AG is a leading provider of innovative software solutions for investment and wealth management.About Our CompanyWe have established ourselves as a trusted partner in the world's most important financial centers, delivering cutting-edge solutions for over three decades.Job RequirementsWe are looking for a highly skilled Senior Java Software Engineer...

We are shaping the future of investment and wealth management with our innovative software solutions at Profidata AG.About UsAs a trusted partner in the world's most important financial centers, we have been providing cutting-edge solutions for over three decades.Job DescriptionWe are seeking a seasoned Senior Java Software Engineer to contribute to the...

About Our ClientPage Executive is proud to partner with a Top100 market cap Crypto project's foundation in their search for a visionary leader.Job Summary:We are seeking an experienced CEO or COO with a proven track record of success in the Crypto space. If you have a passion for decentralization, financial inclusion, and innovation, this could be the...

At Profidata AG, we are committed to delivering innovative software solutions for investment and wealth management. As a pioneer in our field for over three decades, we continue to push the boundaries of what is possible.About UsWe offer a comprehensive range of services that cater to the needs of our clients in the financial sector. Our team of experts...

Company OverviewLINDEMANNLAW is a leading Swiss boutique law firm that specializes in providing cutting-edge legal and tax services to institutional clients in asset & wealth management, as well as highly successful entrepreneurs and UHNWI clients.We advise on and implement investment funds, securitizations, holdings, trust, and foundations in jurisdictions...

Sie durchlaufen in einem Zeitraum von 18 Monaten die unterschiedlichen Aufgaben im Wealth Management. Dabei lernen Sie die Schnittstellen zu anderen Bereichen und Geschäftsfeldern der Bank kennen.Das Wealth Management am Standort Zürich ist verantwortlich für die Betreuung der Bestandskunden und die aktive Akquise neuer Kunden in der Schweiz. Hierzu...

As our new Wealth Management Associate, you willSupport the monitoring of our discretionary managed portfoliosImplement trading strategies into the managed portfolios, following regulatory requirements for asset managers in SwitzerlandParticipate in the investment committee meeting of the GroupAct as Relationship Manager for relevant clients of the Wealth...

About the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...

About the programOur New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.As a participant, you will:Learn about the firm and how we do businessGain the skills and knowledge necessary to support...

Responsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applicationsCash managementAssist in AML clarifications and preparing clients KYC and related updatesInteracting directly with clients by phone, e-mail and, occasionally in meetingsPreparing and monitoring account...

Responsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications.Cash management.Assist in AML clarifications and preparing clients KYC and related updates.Interacting directly with clients by phone, e-mail and, occasionally in meetings.Preparing and monitoring...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 304885BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work for a...

Consultant Wealth and Asset Management at Capco Switzerland - ZurichABOUT CAPCOCapco 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, transformation delivery,...

Sie durchlaufen in einem Zeitraum von 18 Monaten die unterschiedlichen Aufgaben im Wealth Management. Dabei lernen Sie die Schnittstellen zu anderen Bereichen und Geschäftsfeldern der Bank kennen.Das Wealth Management am Standort Zürich ist verantwortlich für die Betreuung der Bestandskunden und die aktive Akquise neuer Kunden in der Schweiz. Hierzu...

WER WIR SIND UND WAS WIR BIETEN:Wir sind das Kompetenzcenter für Private Banking, Fondsdienstleistungen und Kredite in allen Währungen innerhalb der Genossenschaftlichen FinanzGruppe Volksbanken Raiffeisenbanken. Als Spezialist für anspruchsvolle Finanzdienstleistungen bieten wir individuelle Lösungen für Private-Banking-Kunden mit einem...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 308535BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a thought leader and influencer, equipped to craft the GWM AI strategy and drive this roadmap? Do you have a global footprint in pivoting an organization of...

Junior Tester – Wealth Management/Investment BankingWe are seeking a dedicated and detail-oriented Junior Tester to join our team, focusing on Wealth Management (WM), Investment Banking (IB), and Capital Markets testing projects. The successful candidate will support end-to-end testing processes, ensuring the delivery of high-quality applications and...

2 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing.We are...

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

Career Opportunities: Graduate Programme Wealth Management Switzerland (121359)Requisition ID 121359 - Posted - Switzerland - Zurich - Activity area (1) - Students & GraduatesThis 18-month programme, which comes with a permanent contract, includes on- and off-the-job components, placing emphasis on teamwork while also exploring each individual's specific...

The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...

Gesucht: Microsoft Dynamics 365 FO Berater:in :: Zürich :: 80%-100% (A)Liebst Du Herausforderungen und willst im Team Erfolge feiern? Komm als Berater:in zu unserem Microsoft Partner in Zürich und erlebe, wie ein harmonisches Arbeitsumfeld Dich voran bringt. Überdurchschnittliches Gehalt, garantierte MS-Weiterbildungen und flexible Arbeitszeiten, 30 Tage...

Account Manager - Wealth Management Startdatum: Sofort Pensum: 80% - 100% Als eine führende, private Vermögensverwaltung, die sich auf die individuelle Betreuung vermögender Privatkunden spezialisiert hat, stehen wir für Diskretion, Expertise und massgeschneiderte Lösungen. Mit einem tiefen Verständnis für die Bedürfnisse unserer exklusiven Klientel...

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...