Financial Planning Specialist
vor 1 Tag
Our client, a Family Office in Zurich, is seeking an experienced Investment Analyst to join their small team. This is a unique opportunity to work in a dynamic and exciting industry with a chance to make a real impact.
Key Responsibilities:
- Develop and implement investment strategies that align with the client's goals and risk tolerance
- Analyze financial data and market trends to identify opportunities for growth
- Work closely with the management team to ensure seamless execution of investment decisions
- Maintain accurate records of investments and portfolio performance
Required Skills and Qualifications:
- 4-5 years of experience in a similar role within a Family office environment
- Strong understanding of various investment products, including equities, fixed income, and alternative investments
- Expertise in financial analysis and modelling
- University degree in Finance, Mathematics, or a related field
- CFA certification or other relevant certifications are considered an asset
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Financial Planning Expert
vor 1 Tag
Stäfa, Zürich, Schweiz AP Executive VollzeitSocial media login/join:Job Category:BankingJob Reference:48641Job Views:1Role Description:We are seeking a qualified financial planner to join our team.The role is hybrid and can be performed from anywhere in Switzerland or at our client's office.To be successful, you must be recognised by FINMA to provide investment advice or hold financial planning...
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Financial Brand Ambassador
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Stäfa, Zürich, Schweiz medmix Vollzeitmedmix seeks a skilled Communications & Investor Relations Specialist to join our team. The ideal candidate will have expertise in strategic communications, investor relations, and project management.About the RoleThe Communications & Investor Relations Specialist will be responsible for communicating medmix's financial performance and strategic direction to...
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Accounting and Finance Specialist
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Controller for Financial Services
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vor 52 Minuten
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vor 1 Tag
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vor 1 Tag
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Financial Planner
vor 1 Tag
Stäfa, Zürich, Schweiz AP Executive VollzeitSocial network you want to login/join with:Location:Job Category:BankingJob Reference:48641Job Views:1Posted:23.03.2025Expiry Date:07.05.2025Job Description:On behalf of a Swiss regulated independent financial advisory company based in Switzerland, we are looking for a professionally qualified financial planner.The position, which is hybrid in any part of...
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vor 1 Tag
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vor 52 Minuten
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Strategic Communications Specialist
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Tax Expert, Accountancy
vor 23 Stunden
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vor 1 Tag
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