Wealth Management Advisor

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...

About the Opportunity:We are excited to offer a unique opportunity for a Senior Client Relationship Manager to join our team in Switzerland. As a key member of our team, you will be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and independent wealth advisors.The successful candidate...

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...

Company OverviewAskFin Consulting is a boutique wealth management firm based in Zurich, Switzerland. Founded in 2001, the company is authorized by FINMA and focuses on providing personalized financial planning and investment management services to high net worth individuals.The executive team at AskFin Consulting comprises experienced professionals with over...

We are seeking a highly skilled Private Wealth Advisor to join our team at Options Group. As a key member of our team, you will be responsible for advising high net worth individuals on investment strategies and building long-term relationships.Responsibilities:Develop and implement personalized investment plans for clients.Build and maintain strong...

Job Description:Schroders Capital Management (Switzerland) AG seeks a skilled Operational Excellence Project Coordinator to join our Wealth Management team. The successful candidate will play a critical role in the delivery of key workstreams within the Wealth Change Programme, focusing on process re-engineering, future-state operating model implementation,...

We are seeking a Wealth Management Specialist to join our team in Switzerland. As a specialist in wealth management, you will be responsible for building and managing relationships with ultra-high net worth individuals (UHNWIs) based in Switzerland.You will provide tailored financial solutions to your clients, covering their specific needs across various...

Company OverviewWe are eFinancialCareers, a leading career portal for financial professionals. Our client, a renowned bank, is looking for an experienced Investment Advisor to join their team in Zurich.Job DescriptionThis role offers the opportunity to manage and advise Wealth Management clients in Latin America. You will inherit existing clients and...

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...

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 OverviewWe are looking for a highly skilled Wealth Management Leader to join our client's team. The successful candidate will be responsible for leading the private banking division, developing business strategies, and driving revenue growth.The ideal candidate must have a background in private banking or wealth management, with experience in a...

Wealth Management Expert WantedWe are seeking an experienced private banker to join our team in Zurich, Switzerland. As a Wealth Management Expert, you will play a key role in building and managing relationships with High Net Worth clients, delivering tailored wealth solutions that meet their unique needs. With a minimum of 5+ years of experience in private...

About Our ClientOur client is a renowned Swiss-based private banking group with over 180 years of heritage.The bank provides comprehensive wealth management services for ultra-high-net-worth individuals and families.We are seeking an experienced professional to join our team as a Wealth Management Expert in Switzerland.

Wealth Management OverviewWealth Management encompasses Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Our wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to clients worldwide.Our growth is driven by a relentless focus on our people, clients, and...

Company OverviewRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With extensive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses, Redstone Private Banking offers tailored search solutions in a dynamic...

TN Switzerland - Wealth Management DirectorSocial network you want to login/join with:Key Responsibilities:Develop and lead a dedicated Wealth Management business, establishing strategic partnerships to drive growth.Collaborate closely with the CEO and Board to shape the private banking offering, ensuring alignment with our company vision.Build and maintain...

Career Opportunities in Private BankingPictet Group offers an 18-month graduate programme for individuals seeking a career in wealth management. The programme includes on- and off-the-job training, focusing on teamwork and individual skill development.As a member of our graduate programme, you will work alongside experienced professionals, developing your...

Required Skills and QualificationsA degree or equivalent experience in finance, business, economics, or a related field.Proven track record of managing high net worth clients, preferably with experience in wealth management or a related field.Strong analytical and problem-solving skills, with attention to detail and the ability to communicate complex ideas...

Unser Team bei TN Switzerland sucht einen Wealth Management Expert, der Kunden beraten und betreuen sowie neue Kunden gewinnen kann. Wir suchen eine erfahrene Person mit unternehmerischem Denken, die ein eigenes Kundenportfolio aufbauen und pflegen kann.AufgabenKundenbeziehungen aufbauen und pflegenNeukundenakquisition und NetzwerkpflegeBeratung und...

About The RoleWe are seeking an experienced Senior Investment Advisor to join our team at Altus Search Ltd. As a key member of our finance department, you will be responsible for providing premium investment advisory services to high-net-worth clients with a strong emphasis on Indian capital markets.The ideal candidate will have expertise in developing...