Wealth Manager
Vor 5 Tagen
Wir suchen einen Spezialisten für Private Banking und Wealth Management, der Kundenbeziehungen aufbaut und pflegt, Neukunden akquiriert und sein bestehendes Netzwerk weiterentwickelt.
Aufgaben:- Kundenberatung und -betreuung
- Neukundenakquisition und Netzwerkpflege
- Analysen und Strategieentwicklung
- Hoher Abschluss in Banking & Finance oder einem vergleichbaren Bereich
- Erfahrung im Private Banking oder Wealth Management
- Besteht ein bestehendes Netzwerk potenzieller Kunden/-innen
-
Wealth-Manager mit Zukunftsperspektive
Vor 5 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit**Wealth-Manager mit Zukunftsperspektive**Wir suchen nach einer engagierten Persönlichkeit, die ihre Fähigkeiten und Kenntnisse im Bereich des Privatbankings einbringen möchte. Als Wealth-Manager werden Sie Teil eines erfolgreichen Teams sein und sich auf Herausforderungen freuen.Schwerpunkte: Kundenbetreuung und -beratung, NetzwerkentwicklungAufbau und...
-
Wealth Manager
vor 1 Woche
Zürich, Zürich, Schweiz William Blake Group VollzeitResponsibilities: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...
-
Luxury Wealth Manager
Vor 4 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitAt Altus Search Ltd, we are seeking an exceptional Luxury Wealth Manager to join our team. This highly sought-after role involves providing expert support and advice to high net worth clients in the Swiss market.The ideal candidate will have a strong background in private banking and relationship management, with excellent communication and interpersonal...
-
Financial Manager
Vor 4 Tagen
Zürich, Zürich, Schweiz Wealth Wings VollzeitWealth Wings is seeking a Financial Manager to oversee the financial performance of their portfolio companies. The successful candidate will be responsible for providing strategic and operational support to these companies.Main ResponsibilitiesOverseeing the financial performance of portfolio companiesProviding strategic and operational support to portfolio...
-
Latin America Wealth Manager
Vor 3 Tagen
Zürich, Zürich, Schweiz Non-disclosed VollzeitA 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...
-
Wealth Change Project Manager
Vor 7 Tagen
Zürich, Zürich, Schweiz Schroders Capital Management (Switzerland) AG VollzeitWealth Change Project Manager - 8 month contractAbout SchrodersWe're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting...
-
Private Wealth Manager
Vor 5 Tagen
Zürich, Zürich, Schweiz Broadgate VollzeitAbout 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...
-
Technical Wealth Advisor
Vor 3 Tagen
Zürich, Zürich, Schweiz Non-disclosed VollzeitIn 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...
-
Graduate Wealth Manager
Vor 4 Tagen
Zürich, Zürich, Schweiz Pictet Group VollzeitCareer Opportunities in Wealth ManagementPictet Group offers an exciting career opportunity for individuals seeking a role in wealth management.The 18-month graduate programme includes on- and off-the-job training, focusing on teamwork, individual skill development, and personal growth.Key Responsibilities and SkillsDevelop business know-how through hands-on...
-
Client Relationship Manager
Vor 4 Tagen
Zürich, Zürich, Schweiz Deutsche Bank VollzeitWealth Management OpportunitiesWe are seeking a talented Client Relationship Manager to join our Wealth Management team in Emerging Europe. As a key member of the team, you will be responsible for building and maintaining strong relationships with clients and driving business growth.Your Key ResponsibilitiesDevelop and implement strategies to drive growth...
-
Senior Wealth Advisor
Vor 4 Tagen
Zürich, Zürich, Schweiz AskFin Consulting VollzeitAt 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...
-
Wealth Creation Specialist
Vor 4 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitJob DescriptionWe are seeking a talented Wealth Manager to join our team. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of high net worth clients, providing expert financial guidance, and delivering tailored investment strategies.You will work closely with clients to understand their unique financial...
-
Wealth Fund Specialist
Vor 5 Tagen
Zürich, Zürich, Schweiz Jobs via eFinancialCareers VollzeitCompany OverviewThe William Blake Group is a leading recruitment consultancy specializing in Buy-side solutions across EMEA. With three vertical specialisms, they focus on Asset Management Distribution, Private Markets, and Buy-side Digital Solutions.We are seeking an experienced professional to join our team as a Wealth Fund Specialist. This role involves...
-
Private Wealth Distribution Expert
Vor 5 Tagen
Zürich, Zürich, Schweiz Jobs via eFinancialCareers VollzeitJob 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...
-
Private Wealth Advisor
Vor 3 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitAbout 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:...
-
Private Wealth Manager
Vor 3 Tagen
Zürich, Zürich, Schweiz Pictet Group VollzeitPictet Wealth Management, a Partner-owned financial services group, offers a comprehensive service for wealthy individuals and families.Your RoleDevelop a book of business consisting of high net worth clients in the Swiss German market.
-
Wealth Creation Expert
Vor 4 Tagen
Zürich, Zürich, Schweiz talendo AG Vollzeit2025 Graduate Talent ProgramThis is a fantastic opportunity for students to kick-start their career in the financial industry. Our Graduate Talent Program is designed to help you develop the skills you need to grow your career.As a participant, you will have the chance to work together with Client Account Managers in our Desk to support Client Advisors and...
-
Wealth Manager
Vor 4 Tagen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitAbout the RoleeFinancialCareers is proud to partner with a top-tier bank seeking a seasoned Wealth Manager to join their Investment Team in Zurich. This exciting opportunity involves managing and advising high net worth individuals and families in Latin America, leveraging your expertise in investment products and services to drive business growth.Key...
-
Wealth Management Specialist
Vor 4 Tagen
Zürich, Zürich, Schweiz TN Switzerland VollzeitJob Description:The Relationship Manager is a key point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client.The individual is responsible...
-
Private Wealth Manager Switzerland
Vor 5 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitJob 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.