Luxury Wealth Management Professional

vor 1 Tag

Zürich, Zürich, Schweiz Lombard Odier Vollzeit
About the Role

We are seeking a highly skilled and motivated Luxury Wealth Management Professional to join our team in Zürich, Switzerland.

Job Summary

The ideal candidate will possess excellent communication skills, both written and verbal, and be able to work effectively with clients to understand their financial goals and objectives. They will also have strong analytical and problem-solving skills, with the ability to think critically and creatively.

Responsibilities
  • Provide exceptional customer service to high net worth individuals and families, including responding to inquiries, resolving issues, and making recommendations on investment opportunities.
  • Work closely with cross-functional teams to develop and implement customized investment strategies that meet the unique needs of each client.
  • Conduct thorough financial analyses and provide data-driven insights to support investment decisions.
  • Maintain accurate and up-to-date records of client interactions, transactions, and portfolio performance.
  • Stay current with market trends and developments, and make recommendations to clients accordingly.
Requirements
  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 2 years of experience in wealth management or a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Proficiency in MS Office Suite, particularly Excel.
What We Offer
  • A competitive salary of CHF 80,000 - CHF 110,000 per year, depending on experience.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

  • Senior Wealth Management Professional

    vor 1 Monat

    Zürich, Zürich, Schweiz FINDERS SA Vollzeit

    Job Title: Senior Wealth Management Professional - BankingAbout UsFINDERS SA is a leading financial institution dedicated to providing exceptional wealth management services to high-net-worth clients.Compensation Package:The successful candidate can expect a highly competitive salary and benefits package, commensurate with experience and performance....

  • Luxury Sales Professional

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    Gi Group SA is seeking a highly skilled and experienced Luxury Sales Professional to represent the company with clients in our Boutique/Stores located in Zurich.Job DescriptionThis full-time on-site role involves developing and maintaining thorough product knowledge, providing exceptional customer service, and maximizing sales performance by establishing...

  • Luxury Sales Professional

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    About UsWe are a leading recruitment agency, Gi Group SA, dedicated to connecting talented individuals with exciting career opportunities.Job OverviewWe are seeking an experienced Luxury Sales Professional to join our team in Zurich. As a Client Advisor, you will be responsible for providing exceptional customer service and exceeding client...

  • Wealth Management Expert mit Strategiefokus

    vor 2 Wochen

    Zürich, Zürich, Schweiz oprandi & partner ag, zürich Vollzeit

    ÜberblickUnsere Auftraggeberin ist eine internationale Finanzgruppe, die umfassende Beratungsdienstleistungen anbietet. Sie unterhält langjährige Beziehungen zu Trust- und Asset Manager Branchenverbänden und der FINMA.LohnDie Vergütung für diese Position liegt in einer marktgerechten Höhe von CHF 120'000 - 180'000 pro Jahr sowie einer potenziellen...

  • Risk Management Specialist Wealth Markets

    vor 1 Monat

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    Job OverviewWe are seeking a seasoned expert in Risk & Compliance to fill the role of Group Audit Manager WM Risk & Compliance.About the RoleThis position involves analyzing and assessing various Wealth Management Risks, controlling Market-, Credit-, Operational-, Legal- and Compliance-Risks, identifying effective controls, and providing solutions to issues...

  • Senior Wealth Management Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz FINDERS SA Vollzeit

    We are seeking an experienced Senior Wealth Management Specialist to join FINDERS SA.Key Responsibilities:Cultivate and maintain relationships with high-net-worth clients, focusing on cross-border markets.Collaborate with internal teams to deliver comprehensive wealth management services.The ideal candidate will have a strong background in Swiss banking and...

  • Karriereentwicklung im Wealth Management

    vor 2 Wochen

    Zürich, Zürich, Schweiz Kessler Gmbh Vollzeit

    Gerade im langfristig ausgerichteten Wealth Management ist eine nachhaltig geplante Karriere für erfahrene Berater*innen essentiell. Mit mehrjähriger Markt- und Kundenerfahrung können Sie ihre Erfolgsaussichten bei dem optimalen Arbeitgeber erhöhen.Ausgehend von Ihren Präferenzen und Zielen werden unter Berücksichtigung Ihres Kundennetzwerkes und...

  • Financial Strategist for Wealth Management Solutions

    vor 1 Monat

    Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

    Job SummaryWe are seeking a highly skilled Financial Strategist to join our team at Marmot Invest AG, a Swiss wealth manager dedicated to serving women and their families. This dynamic role requires a visionary individual with expertise in wealth management, portfolio optimization, and financial education.

  • Luxury Retail Leader

    vor 1 Monat

    Zürich, Zürich, Schweiz Mevelin AG Vollzeit

    Mevelin AG, a Luxury Clothes Seller in Zurich, Switzerland, is seeking an experienced retail leader to oversee its flagship store.About the RoleWe are looking for a seasoned professional with a proven track record in luxury retail management.The ideal candidate will have strong leadership skills, enabling them to motivate and develop high-performing teams.In...

  • Luxury Sales Ambassador

    vor 4 Wochen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    About Gi Group SAWe are looking for a highly skilled Luxury Sales Ambassador to represent our client, Top Luxury Fashion Company, in their Zurich boutique/stores.About the RoleThis is a full-time on-site position requiring strong customer service skills and an ability to work independently. As a Luxury Sales Ambassador, you will be responsible for:Achieving...

  • Luxury Fashion Ambassador

    Vor 6 Tagen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    Gi Group SA, a leading provider of HR services, is seeking a highly motivated and charismatic individual to fill the role of Luxury Fashion Ambassador in our esteemed client's boutique in Zurich.About Our ClientOur client is an Italian luxury fashion brand renowned for its high-end products and exceptional customer service. As a Luxury Fashion Ambassador,...

  • Luxury Retail Leadership Opportunity

    vor 1 Woche

    Zürich, Zürich, Schweiz Mevelin AG Vollzeit

    Mevelin AG, a Luxury Clothes Seller in the heart of Zurich, is seeking an exceptional Store Manager. This is a unique opportunity to lead a high-performing team and drive sales growth in a competitive market.About the RoleThe successful candidate will be responsible for overseeing all aspects of store operations, including sales, visual merchandising, and...

  • Luxury Brand Host

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    We are looking for a highly motivated and skilled individual to join our team as a Luxury Brand Host at Gi Group SA in Zurich, Switzerland. The ideal candidate will have excellent customer service skills, be fluent in German and English, and possess strong interpersonal skills.About the RoleThe successful candidate will be responsible for welcoming clients...

  • Luxury Retail Sales Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    Company OverviewGi Group SA is a leading recruitment agency specializing in luxury retail placements.Job DescriptionWe are seeking a highly skilled Luxury Retail Sales Specialist to join our team. As a Sales Specialist, you will be responsible for developing the client portfolio and enhancing the boutique's performance, reporting directly to the Store...

  • Financial Services Professional

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    Yakoubi Associates, a boutique bank based in Zurich, Switzerland, offers innovative wealth solutions to internationally active entrepreneurs and families. We are seeking a qualified candidate for the position of an Account Manager / Junior Relationship Manager to join our team.Job SummaryWe are looking for a highly organized and communicative individual to...

  • Retail Leadership Opportunity in Luxury Fashion

    vor 2 Wochen

    Zürich, Zürich, Schweiz Mevelin AG Vollzeit

    About the Role">We are seeking an experienced Retail Manager to lead our team at Mevelin AG, a Luxury Clothes Seller in Zurich. As Store Manager, you will be responsible for driving sales and profitability through effective leadership and strategic planning.Responsibilities">Inspire and motivate your team to deliver exceptional customer service, exceeding...

  • Financial Advisor for Women's Wealth Management in Zurich

    vor 1 Woche

    Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

    Marmot Invest AG is a Swiss wealth manager dedicated to empowering women and their families to achieve financial freedom.We are seeking an experienced Financial Advisor to spearhead our mission of closing the financial gender gap. As a key member of our team, you will work closely with investment teams to design and manage model portfolios that align with...

  • Luxury Sales Consultant

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    Job DescriptionGi Group SA is seeking a seasoned professional to join their team as a Luxury Sales Consultant. This full-time on-site role in Zurich presents an exciting opportunity for the right candidate.About the CompanyOur esteemed client, Top Luxury Fashion Company, has entrusted Gi Group SA with finding the perfect individual to represent their brand....

  • Luxury Brand Boutique Host

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    We are looking for a highly motivated and well-groomed individual to join our team as a Luxury Brand Host in Zurich, Switzerland.About the RoleAs a Luxury Brand Host, you will be responsible for welcoming clients and providing exceptional customer service. You will also be involved in product presentations, ensuring that our clients have an outstanding...

  • Luxury Sales Consultant

    vor 4 Wochen

    Zürich, Zürich, Schweiz Gi Group SA Vollzeit

    About the RoleWe are seeking a highly skilled and experienced Luxury Sales Consultant to join our team in Zurich. As a key representative of our client, Top Luxury Fashion Company, you will play a vital role in driving sales growth and delivering exceptional customer service.Responsibilities:Achieve personal sales targets by developing strong relationships...