Aktuelle Jobs im Zusammenhang mit Wealth Management Specialist - Zürich, Zürich - Sang Zarrin
-
Senior Wealth Management Specialist
vor 22 Stunden
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitPictet Wealth Management is a premier financial services group that combines over 200 years of Swiss banking heritage with global investment expertise. Our Partner-owned business offers a comprehensive service for high net worth individuals and families, including discretionary and advisory investment solutions and family office services.About the RoleAs a...
-
Wealth Management Specialist
Vor 4 Tagen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitWe are seeking a senior Wealth Manager to join our team in Zurich, with a focus on the Latin America market. As a key player in our business, you will be responsible for managing client relationships, providing expert advice on investment strategies, and driving business growth in the region.Your technical expertise will enable you to identify opportunities...
-
Global Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitOverviewBrookfield Asset Management is a leading global alternative asset manager with a rich history of owning and operating real assets and related businesses.We are committed to developing our people through challenging work assignments and exposure to diverse businesses.Job DescriptionThe Senior Client Relationship Manager will be responsible for...
-
Wealth Management Specialist
Vor 3 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. As a Private Banker in our Zurich office, you will be working in the German-Speaking Switzerland Market unit, responsible for business development, client experience, and delivering a complete wealth management solution.Key...
-
Wealth Management Solutions Specialist
vor 10 Stunden
Zürich, Zürich, Schweiz additiv AG VollzeitYour ResponsibilitiesPresent information clearly in meetings and contribute ideas to build trust with clients, prospects, and internal teams.Gain deep insight into additiv's Portfolio Management System (PMS) and Order Management System (OMS), from both technical and business perspectives.Interface with stakeholders to present how digital wealth/asset...
-
Head of Wealth Management
Vor 6 Tagen
Zürich, Zürich, Schweiz LGT – Private Banking und Asset Management VollzeitAbout the PositionThe Head of Wealth Management will oversee the development and implementation of tailored financial products and services, ensuring excellence in our commercial approach and in the delivery of our client experience.Key AccountabilitiesDrive business growth through strategic partnerships, product innovation, and exceptional client...
-
Wealth Management Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitWe seek a talented Wealth Management Advisor to join our team at deVere Group. As a leading global financial services company, we pride ourselves on providing high-class, professional advice to expatriate clients and investors all over the world.About us:We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration,...
-
Private Wealth Specialist
vor 23 Stunden
Zürich, Zürich, Schweiz LGT Group VollzeitLGT Group is committed to delivering exceptional results for our clients. Our team of experienced professionals is dedicated to providing personalized service and expert advice.About This PositionWe are seeking an experienced Private Wealth Specialist to join our team. In this role, you will be responsible for managing advisory mandate clients, analyzing and...
-
Finanzberater: Wealth Management
Vor 2 Tagen
Zürich, Zürich, Schweiz DAY ONE Recruitment AG VollzeitFinanzberater: Wealth ManagementUnsere Aufgabe besteht darin, einen Junior Finanzberater für den Standort in Zürich zu suchen. Die Stelle ist Teil unseres Teams im Bereich Wealth Management.**Was du erwarten kannst:**Du unterstützt uns als Fundi und Expert bei der Erstellung von Anlagevorschlägen.Du bist zuständig für die Kundenbetreuung und das...
-
Berater Wealth Management
Vor 6 Tagen
Zürich, Zürich, Schweiz Stellenwerk AG Vollzeit«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...
-
Senior Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitRole OverviewWe are seeking a skilled and motivated Senior Wealth Management Professional to join our team in Zurich. As a Junior Private Banker, you will be responsible for developing and maintaining close relationships with clients, supporting team leaders and senior private bankers, analyzing client wealth structures and needs, and preparing investment...
-
Wealth Management Advisor
Vor 5 Tagen
Zürich, Zürich, Schweiz Triaxis AG ∙ Asset Management since 1983 VollzeitKey ResponsibilitiesBringing clients with you who want you to have more time for them and want product-independent adviceInspiring and acquiring new clientsTaking care of your book or handing over portfolio management to a specialistUsing our established processes to be 100% compliant
-
LatAm Wealth Expert
Vor 4 Tagen
Zürich, Zürich, Schweiz eFinancialCareers VollzeiteFinancialCareers is looking for a highly skilled Wealth Management Specialist to join our team in Zurich, with a focus on the Latin America market. As a key contributor to our business, you will be responsible for managing client relationships, providing expert advice on investment strategies, and driving business growth in the region.You will leverage your...
-
Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Trinnovo Group | B Corp™ VollzeitAbout the RoleThe Wealth Management Professional will develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and needs. Key responsibilities include providing bespoke investment, wealth planning, and financial solutions, acting as a trusted advisor, delivering proactive insights and market updates, identifying...
-
Wealth Management Marketing Lead
Vor 2 Tagen
Zürich, Zürich, Schweiz Bruin VollzeitBruin seeks a seasoned Wealth Management Marketing Lead to drive marketing initiatives across Switzerland, Germany, and Austria.About the PositionThe ideal candidate will have a strong understanding of the regulatory environment and market dynamics in the DACH region. Proven track record in developing and executing marketing strategies in the wealth...
-
Wealth Management für West- und Zentraleuropa
vor 2 Wochen
Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search VollzeitWealth Management für West- und ZentraleuropaSchweizer Privatbank mit Multi Family OfficeUnsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt auf...
-
Berater Wealth Management
Vor 7 Tagen
Zürich, Zürich, Schweiz Stellenwerk AG Vollzeit«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...
-
Private Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitCompany OverviewWe are a boutique recruitment agency dedicated to providing exceptional service in the financial services sector. With a strong focus on building long-term relationships, we pride ourselves on delivering tailored solutions to meet the unique needs of our clients.About the Role:We are seeking an experienced Private Wealth Management...
-
Wealth Management Expert
Vor 6 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitOverviewdeVere Group is a leading financial services company that offers personalized, independent financial advice to its clients. We are committed to delivering tailored wealth management solutions to individuals and families around the world.
-
Wealth Management Internship Opportunity
vor 1 Tag
Zürich, Zürich, Schweiz Marmot Investment AG VollzeitCompany OverviewMarmot Investment AG is a boutique Swiss wealth manager dedicated to serving high-net-worth women and their families. Our mission is to empower and inspire women to achieve financial freedom through wealth management and community building.
Wealth Management Specialist
vor 2 Wochen
Our Client
">A multi-family office seeking talented professionals to provide bespoke investment advisory services to entrepreneurs, ultra-high net worth individuals, single family offices, and institutions.
">The Opportunity
">As a Senior Private Banker, you will join an innovative team and help shape the future of wealth management, focusing on the growth in the Swiss market.
">Your Key Responsibilities
">- Building and nurturing strong relationships with high-net-worth individuals, offering exceptional client service and personalized financial solutions.
- Collaborating with a team of experts including wealth planners, investment specialists, and product managers to deliver a holistic and integrated approach to wealth management.
Your Background
">To succeed in this role, you will require a minimum of 10 years of experience as a Private Banker or Senior Relationship Manager in the financial industry, with a proven track record of managing a portfolio of high-net-worth clients and achieving business targets.
