Wealth Management Specialist

Berufliche Herausforderung\\Wir suchen eine engagierte Persönlichkeit, die unsere Kunden im Bereich Wealth Management strategisch betreut.Ihre Aufgabe:Vermögende Kunden strategisch betreuen und Wachstum gestalten.Sie tragen aktiv zur Expansion bei, indem Sie maßgeschneiderte Anlagestrategien entwickeln und umsetzen.Akquisition und Betreuung vermögender...

Zielgruppe\\Wir suchen einen erfahrenen Berater im Bereich Wealth Management, der sich auf die Betreuung von vermögenden Privatkunden spezialisiert hat.Ihr Profil sollte folgende Kriterien erfüllen:Bankfachliche Ausbildung ergänzt durch ein wirtschaftswissenschaftliches Studium (idealerweise CFP, EP, CWM).Mehrjährige Erfahrung im Private Banking, Wealth...

We are seeking a talented Private Banker to join our team at Trinnovo Group | B Corp™. As a key member of our Private Wealth Management team, you will be responsible for managing and growing a portfolio of HNW and UHNW clients by providing tailored financial solutions and exceptional client service.**Key Responsibilities Include:**Clients Relationship...

About Goldman Sachs Bank AGWe are a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to a substantial and diversified client base. Our operations in Switzerland directly support all our PWM clients, working closely with local PWM Business teams and other PWM teams globally.Your...

Our Expectations:We expect our ideal candidate to have:Professional experience preferably in trustee companies with international clientele exposure, or alternatively, experience in the private department of legal firms or wealth planning in banking institutions, joining a senior position.Strong knowledge of Trust instruments, their application, and...

We are seeking a Global Wealth Administration Professional to join our team at Pictet. In this role, you will provide expert support to our clients' wealth management needs, including trust administration, investment advice, and estate planning.The ideal candidate will have strong knowledge of trust instruments, their application, and benefits. They will...

Coller Capital, a leading global private equity firm, is seeking an experienced Compliance Officer to join its Private Wealth team.As a key member of the team, you will be responsible for providing high-quality financial solutions to clients, ensuring compliance with regulatory requirements and industry standards.The ideal candidate will have a proven track...

Job DescriptionWe are seeking a highly motivated and experienced Business Systems Analyst to join our team. As a Business Systems Analyst, you will play a key role in analyzing and designing technological solutions that meet the evolving needs of our clients.About the RoleAnalyze business requirements and processes to design effective technological...

Job OverviewWe are seeking a seasoned executive to join our team as an Executive Partner for Private Wealth in Switzerland.About the RoleDevelop key relationships with private wealth clients, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks, focusing on the Swiss market.Analyze the investor landscape to identify opportunities and...

Job DescriptionWe are seeking a highly motivated Data Management Specialist to join our IT team in developing, optimizing, and maintaining our Master Data Management (MDM) system. The ideal candidate will have at least 5 years of experience in Microsoft SQL Server (T-SQL) and be familiar with data reconciliation, database, and file-based integrations.The...

DevITjobs is seeking a skilled Angular developer to join our team and help shape the future of our wealth management platform, FinfoxPro. This cutting-edge application provides hybrid investment advice to private banks, cooperative banks, and Swiss cantonal banks.FinfoxPro is a digital investment advisory platform that implements clients' advisory processes...

About the RoleWe are seeking a highly skilled and experienced Senior Associate - Client Reporting to join our PWM Operations team in Zurich.In this role, you will be responsible for providing exceptional client service, ensuring accurate and timely reporting, and collaborating with internal stakeholders to deliver high-quality results.Key...

We are seeking an experienced Private Banker to join our team at Trinnovo Group | B Corp™. As a key member of our Private Wealth Management team, you will be responsible for managing and growing a portfolio of HNW and UHNW clients by providing tailored financial solutions and exceptional client service.**Key Responsibilities Include:**Client Relationship...

About the RoleWe seek a skilled Senior Typescript Developer to oversee a varied portfolio of structures, encompassing trusts, investment companies, foundations, and private trust companies, serving international clients and entrepreneurial groups.ResponsibilitiesManage multiple structures and collaborate with clients, intermediaries, and internal contacts to...

About Synpulse8Synpulse8, a Swiss-based independent trustee company, provides specialized trust set-up and administration services to international clients and entrepreneurial groups.Role OverviewWe are seeking a seasoned Senior Information Technology Consultant to join our team as an International Trust Manager. This role involves managing a diverse...

Company OverviewTN Switzerland is a leading provider of tax advisory services to high-net-worth individuals and family offices. Our team of experts has extensive experience in individual taxation, corporate tax, and legal matters.Job DescriptionWe are seeking a highly motivated and experienced tax advisor to join our HNWI Individual Tax team. As a tax...

TN Switzerland is looking for a highly motivated Business Growth Specialist to join our team. As a Business Growth Specialist, you will play a critical role in driving revenue growth across nominated list of target customers and prospects.You will develop and implement sales strategies and plans, contribute to business strategy, development, and...

Risk Management OpportunitiesWe're seeking an experienced Claims Specialist to join our team in Zurich. If you have a passion for risk management and a knack for resolving complex claims, we want to hear from you.As a Claims Specialist, you'll be responsible for investigating domestic and international claims, evaluating coverage issues and reserving levels,...

About Goldman SachsWe commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm.Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do....

We are shaping the future of wealth management at Julius Baer, a company that celebrates and values individual qualities. As our ideal candidate, you will be empowered to make an impact, be entrepreneurial, and create value beyond wealth.ResponsibilitiesDesign, develop, and optimize global Unified Communication services (Cisco Jabber, Webex, Video...