Aktuelle Jobs im Zusammenhang mit Wealth Management Specialist - Zürich, Zürich - Helvetic Trust AG
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Wealth Management Specialist
vor 1 Tag
Zürich, Zürich, Schweiz Sang Zarrin VollzeitOur 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...
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Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitJob DescriptionWe seek a highly skilled and experienced Wealth Management Consultant to manage a loyal book of clients.Your primary focus will be on building strong relationships, delivering exceptional service, and driving revenue growth through strategic partnerships and business development.
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Wealth Management Specialist
vor 7 Stunden
Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitJoin Our TeamWe are looking for experienced private bankers or asset managers to join our team as Business Development Executives.This is an exciting opportunity for professionals who want to leverage their expertise and build a successful career in business development.Key ResponsibilitiesIdentify and pursue new business opportunities through referrals and...
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Wealth Management Expert
vor 7 Stunden
Zürich, Zürich, Schweiz Sang Zarrin VollzeitCompany OverviewSang Zarrin is a renowned Multi-Family Office, catering to the needs of entrepreneurs, ultra-high net worth individuals, single family offices, and institutions. Our client values innovation, entrepreneurial spirit, and exceptional wealth management services.Job DescriptionWe are actively searching for Senior Private Bankers at the...
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Wealth Management Associate
vor 22 Stunden
Zürich, Zürich, Schweiz Legal Minds AG VollzeitWe are seeking a skilled Onboarding Specialist to join our team at Legal Minds AG in Zurich. The ideal candidate will have experience managing client information, conducting the KYC process, and collaborating with clients and internal teams.The successful candidate will possess fluency in English, a proactive and independent working style, and at least 5...
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Wealth Management Solutions Expert
Vor 3 Tagen
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitClient Relationships & Business DevelopmentWe are seeking a Senior Client Relationship Manager to develop and maintain strong relationships with key decision-makers in the wealth management sector in Switzerland. In this role, you will be responsible for identifying business opportunities, developing and executing a comprehensive business development plan,...
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Senior Client Advisor
vor 7 Stunden
Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitAbout the OpportunityWe are seeking experienced private bankers or asset managers to join our team as Wealth Management Specialists.This is an excellent opportunity for professionals who want to leverage their expertise and build a successful career in wealth management.Responsibilities and RequirementsManage existing client relationships with a strong focus...
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International Wealth Management Professional
Vor 2 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitWe are seeking a highly skilled professional to join our team as an Associate, responsible for Finance, Sales, and Customer Service in the Financial Services and Banking industry.About UsdeVere Group is the world's leading Tech-Driven Wealth Creation Advisory firm, with a global expansion that has created new opportunities for specialists with the right...
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Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search VollzeitWealth Management für West- und Zentraleuropa Schweizer Privatbank mit Multi Family Office Unsere 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...
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Wealth Management für West- und Zentraleuropa
vor 8 Stunden
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...
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Berater Wealth Management
vor 1 Tag
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...
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Executive Director of Client Relationships
Vor 2 Tagen
Zürich, Zürich, Schweiz Edwards Wealth Management AG VollzeitCompany OverviewWe are Edwards Wealth Management AG, a leading wealth management firm dedicated to providing expert advice and tailored solutions to our clients.We pride ourselves on our independence, flexibility, and strategic support, making us an attractive platform for experienced private bankers and asset managers seeking a new opportunity.
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Wealth Management Professional
Vor 5 Tagen
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitJob OverviewWe are seeking an experienced Wealth Management Professional to join our team in Switzerland. As a High Net Worth Client Advisor, you will be responsible for managing and expanding long-term client relationships in the high-end private banking segment, focusing on the Swiss market.About Our ClientThe bank is a leading international private...
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Wealth Management Associate
Vor 4 Tagen
Zürich, Zürich, Schweiz Schroders Recruitment VollzeitWe are seeking a highly skilled Wealth Management Associate to join our team at Schroders Recruitment. As a Wealth Management Associate, you will be responsible for providing exceptional client service, including preparing and executing investments into private equity, preparing bespoke and ad-hoc reporting using data analysis tools like Power BI, and...
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Wealth Management Consultant
Vor 6 Tagen
Zürich, Zürich, Schweiz Broadgate VollzeitBroadgate Search is proud to partner with a Swiss-based external asset manager dedicated to delivering customized wealth management solutions to private clients. As a key player in the industry, we are seeking a seasoned professional to join our team as a Relationship Manager.About the RoleThe successful candidate will be responsible for growing and managing...
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Wealth Change Project Manager
vor 2 Wochen
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...
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Zürich, Zürich, Schweiz eFinancialCareers VollzeitWealth Management Career OpportunityThe bank continues to enjoy exceptional growth, making this an exciting time to join their team in Zurich.You will manage and advise Wealth Management clients in Latin America, inheriting existing clients and contributing to the growth of the business in the region.
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Part-time Wealth Manager
vor 22 Stunden
Zürich, Zürich, Schweiz Legal Minds AG VollzeitJoin our dynamic team at Legal Minds AG as an Onboarding Specialist and contribute to the delivery of exceptional service to our clients. As a key member of our wealth management team, you will be responsible for managing client information, conducting the KYC process, and collaborating with clients and internal teams.The successful candidate will possess...
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Technical Lead
vor 1 Tag
Zürich, Zürich, Schweiz Novo Nordisk A S VollzeitAbout Lombard OdierLombard Odier is an investment house providing a comprehensive range of portfolio management, wealth services, and custody solutions. We offer asset management services and investment strategies through our subsidiary, Lombard Odier Investment Managers.Our External Wealth Managers/EAM department in Zurich is looking for an experienced EAM...
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Wealth Management für West- und Zentraleuropa
Vor 2 Tagen
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitSchweizer Privatbank mit Multi Family Office Unsere Klientin ist eine kleinere, erfolgreiche und unabhängigeSchweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt auf ihr Spezialisten-Team -auch...
Wealth Management Specialist
vor 2 Wochen
As a leading asset manager, Helvetic Trust AG offers a range of services designed to meet the complex needs of high net worth individuals, family offices, foundations, and institutional investors.
About Our Approach- We take a client-centric approach, tailoring our services to meet the unique needs and goals of each client.
- Develop and implement comprehensive financial plans for clients.
- Manage client portfolios with a focus on long-term growth and sustainability.
- Cultivate strong client relationships through exceptional service and communication.
- Proven experience in investment advisory and asset management with a strong track record of success.
- Comprehensive training in banking & finance with a deep understanding of financial markets and operations.
- Strong understanding of regulatory compliance and risk management principles.
- Our team of experienced professionals provides expert guidance and support to clients.
- Our commitment to innovation and excellence ensures the highest level of service and results.
