Private Wealth Advisor

Job DescriptionThe ideal candidate will have proven experience in wealth management/private banking, with a strong client network and a sound understanding of investment products, financial markets, and estate planning.Key Responsibilities include:Client relationship building and maintenance.Personalized financial planning and strategy development.Proactive...

About the DivisionWealth Management includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers globally to achieve their financial objectives.Our advisor-led wealth management businesses offer financial planning, investment management, banking, and...

Join us as a Wealth Management Advisor and be part of our successful story in serving wealthy private clients, executives, and entrepreneurs since 1983.About UsWe are Triaxis AG ∙ Asset Management, an independent asset manager with a FINMA license in the heart of Zurich City.We offer an optimal infrastructure that gives you the freedom to act...

A Senior Investment Specialist is required to work with our client at Altus Search Ltd. This role involves developing and maintaining client portfolios, working closely with relationship managers, and researching markets to stay ahead of trends.Key Responsibilities:Developing and maintaining client portfolios to ensure long-term relationships and revenue...

About Our CompanyMichael Page International (Switzerland) SA is a leading recruitment agency in Switzerland, specializing in finding top talent for clients in various industries.Job DescriptionKey Responsibilities:Wealth Planning: Manage existing portfolios of assets for high net worth families, spread across Europe and South America.Client Communication:...

Wealth Wings is hiring a Private Equity Specialist to drive their private equity strategies forward. The successful candidate will be responsible for sourcing, evaluating, and executing private equity investment opportunities.Key ResponsibilitiesSourcing, evaluating, and executing private equity investment opportunitiesLeading due diligence processes,...

Job Title: Private Wealth Distribution ExpertWe are seeking an experienced professional to join our team as a Private Wealth Distribution Expert. This role involves developing relationships with clients in the private wealth channel, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks.Key Responsibilities:Client Engagement:Develop and...

In this exciting role, you will work closely with our team in Zurich to manage and advise Wealth Management clients in Latin America.As a technical relationship manager, you will be responsible for inheriting existing clients and contributing to the growth of the business in the region.You will advise across Public and Private Asset classes to ensure optimal...

As a Private Wealth Specialist at Broadgate, you will play a critical role in growing and managing a portfolio of clients. Your primary responsibility will be to acquire new clients, maintain long-term relationships, and oversee their investment strategies to deliver a high-quality client service.Requirements:Experience: Proven track record in relationship...

A leading European Private Bank seeks a technical relationship manager to own and advise Wealth Management clients in Latin America.This is an opportunity to join a thriving business that continues to enjoy exceptional growth.Based in Zurich, you will manage existing clients and contribute to the growth of the business in the region, advising across Public...

About the RoleBroadgate partners with a renowned External Asset Manager in Switzerland to provide bespoke wealth management solutions to Private Clients. Our team takes pride in delivering personalized financial services, exceptional investment expertise, and genuine client care.We seek an accomplished Relationship Development Executive to drive business...

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...

Job OverviewThe successful candidate will have several years of experience in high-end private banking or wealth management, with a proven track record of building and managing client portfolios. They will also possess strong investment and banking knowledge, particularly in securities and investment advice.

We are looking for a highly experienced High Net Worth Advisor to join our team at Altus Search Ltd. In this critical role, you will provide expert advice and support to high net worth clients in the Swiss market, helping them to achieve their financial goals.The ideal candidate will have a strong background in private banking and relationship management,...

Our Private Wealth Management team is seeking an Executive Director to lead our high net worth client relationships. This is a unique opportunity to join a prestigious Swiss bank and take your career to the next level.About the Role:Leading a team of Private Bankers in managing ultra-high-net-worth clients.Maintaining a minimum AUM of $200M composed...

Spezialist für Private Banking und Wealth ManagementWir suchen einen Spezialisten für Private Banking und Wealth Management, der Kundenbeziehungen aufbaut und pflegt, Neukunden akquiriert und sein bestehendes Netzwerk weiterentwickelt.Aufgaben:Kundenberatung und -betreuungNeukundenakquisition und NetzwerkpflegeAnalysen und...

At caia - Jobboard, we are seeking a highly skilled and experienced individual to join our team as a Private Wealth Management Professional.About UsWe are a leading provider of wealth management solutions, helping clients around the world achieve their financial goals. Our team is dedicated to providing exceptional service and expertise in alternative...

At Ask Fin Consulting, we value expertise and independence in wealth management. As a Senior Relationship Manager, you will be responsible for building and maintaining strong client relationships, providing tailored financial solutions, and delivering exceptional service.Key ResponsibilitiesDevelop and implement customized financial plans for high net worth...

Strata Talent is working with a leading Swiss bank to expand its presence in the Italian market. The mandate focuses on hiring Senior Private Bankers with existing UHNWI client portfolios from Italy, potentially based in Lugano, Zurich, Geneva, or Milan.Key Requirements:A proven track record in business development, client acquisition, and...

Responsibilities:Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...