Aktuelle Jobs im Zusammenhang mit Independent Financial Advisor - Zürich, Zürich - Helvetic Trust

  • Financial Advisor

    vor 16 Stunden

    Zürich, Zürich, Schweiz deVere Group Vollzeit

    Direct message the job poster from deVere GroupHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere Group is the world's leading independent financial advisory, with more than $12bn under advice from over 80,000 clients across the world.Due to a huge global expansion, we have open...

  • Financial Advisor for High Net Worth Individuals

    Vor 5 Tagen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Job DescriptionAs a Financial Advisor for High Net Worth Individuals, you will act as a technical expert on investments, advising and counselling clients while creating compelling thought leadership content and market updates.Your ideal background includes experience in a technical Wealth Management relationship role, strong knowledge of the LatAm Wealth...

  • Wealth Management Advisor

    Vor 7 Tagen

    Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) Vollzeit

    Wealth Management OpportunityWe are seeking a highly motivated Wealth Management Advisor to join our team. In this role, you will work closely with clients to develop and implement comprehensive wealth management plans.Key Responsibilities:Provide personalized investment advice and portfolio management services.Analyze client financial data to identify...

  • Senior Financial Advisor

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Saxo Bank Vollzeit

    About Saxo BankSaxo Bank, a globally regulated investment bank headquartered in Copenhagen, operates in major financial hubs. Our vision is to empower individuals to achieve their financial goals and make a meaningful impact. We leverage cutting-edge technology to provide clients with seamless access to global markets.We are looking for an Institutional...

  • Switzerland-based Financial Advisor

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Lexius Search Vollzeit

    About the RoleLexius Search is proud to partner with a renowned international trust company based in Zurich, Switzerland. We are looking for a talented German-speaking accounting professional to support our client's diverse portfolio of corporate and individual clients.Key ResponsibilitiesProvide expert accounting services, including financial statement...

  • Legal Advisor Fund Registration

    Vor 3 Tagen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...

  • Legal Advisor Fund Registration

    Vor 3 Tagen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...

  • Senior Financial Analyst

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Bellevue Finance Recruitment Vollzeit

    ResponsibilitiesAs a Senior Financial Analyst at Bellevue Finance Recruitment, you will be responsible for leading the financial closing process and producing accurate forecasting of expenses for central teams. You will also serve as a strategic advisor to directors of corporate functions and foster a 'business partnering' culture with responsible officers...

  • Financial Controller Expert

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Privatal Vollzeit

    About PrivatalWe are a leading private equity firm seeking an experienced controller to join our team.Job DescriptionThis is a career-defining opportunity to build financial processes from the ground up, directly partnering with the Group CFO to shape the future of a fast-growing, project-centric business. As the first and sole Controller, you will serve as...

  • Financial Strategy Architect

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Privatal Vollzeit

    **About the Role:**As a key member of the Privatal team, you will play a critical role in shaping the financial strategy of our fast-growing project-centric business.You will serve as the architect of financial strategy and drive data-driven decision-making, building processes from the ground up and partnering with the Group CFO to shape the future.This is a...

  • Art Advisor to the Elite

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Verband der Museen der Schweiz (VMS) und von ICOM Schweiz - Internationaler Museumsrat Vollzeit

    As a Senior Art Advisor at Weng Contemporary, you will have the unique opportunity to provide tailored advice on purchasing artworks that align with clients' aesthetic, financial, and cultural goals. With a focus on the American/Anglo-Saxon market and/or DACH region, you will act as a sales representative of Weng Contemporary, maintaining a professional...

  • Head of Sales Financial Technology

    Vor 2 Tagen

    Zürich, Zürich, Schweiz G+D Netcetera Vollzeit

    Wir sind ein führender Anbieter von Softwareprodukten und Services für Finanzinstitute in der Schweiz. In der Division Financial Technology liefern wir massgeschneiderte B2B-Software-Lösungen für Finanzinstitute, u.a. im Bereich Financial Advisory, Hypothekarwesen, Immobilienbewertung sowie ein neues, führendes Verwaltungssystem für Pensionskassen...

  • Retail Financial Strategist

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Swarovski Vollzeit

    Job DescriptionThe Senior Commercial Controller will be responsible for leading the commercial operations of Swarovski's distribution channels. This includes analyzing financial data, identifying areas for optimization, and developing strategies to improve profitability.Key AccountabilitiesAnalyze financial data to define targets for revenue and...

  • Financial Services Compliance Officer

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Broadgate Remote-Arbeit Freiberufler Vollzeit

    About the RoleAt Broadgate, we require a seasoned compliance expert to fill the position of Interim Regulatory Advisor. This challenging role demands a high level of expertise in regulatory affairs, particularly in the realm of financial services.Main Responsibilities:Developing and implementing effective compliance policies and procedures.Providing guidance...

  • Financial Planning Specialist

    vor 9 Stunden

    Zürich, Zürich, Schweiz deVere Group Vollzeit

    At deVere Group, we are the world's leading independent financial advisory firm, with over $12 billion under advice from more than 80,000 clients worldwide.Our TeamWe have open opportunities for a specialist with 5 years plus experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross border repatriation solutions,...

  • Large Corporate Client Advisor

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Ampersand World SA Vollzeit

    Job OverviewAmpersand World SA is looking for a highly skilled Large Corporate Client Advisor to manage a portfolio of large corporate clients in Zurich. The successful candidate will have experience in cash management and trade finance, as well as excellent communication and problem-solving skills.The main responsibilities of this role include:Client...

  • International Trust Specialist

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Lexius Search Vollzeit

    Job OverviewWe are seeking a highly skilled and experienced international trust specialist to join our team at Lexius Search. As a trusted advisor, you will provide expert guidance to clients on complex financial matters, ensuring compliance with Swiss regulations and best practices.ResponsibilitiesSupport and advise clients on business, accounting, tax, and...

  • Senior Corporate Finance Advisor

    vor 20 Stunden

    Zürich, Zürich, Schweiz Iris Software Vollzeit

    At Iris Software, we strive to help you build a successful career with confidence.We'll support you in succeeding in a globally connected environment of diverse teams and take your professional path wherever you want it to go.Join us and contribute to building a better working world.The OpportunityIris Software's Transactions Corporate Finance (TCF)...

  • Corporate Financial Analyst

    vor 20 Stunden

    Zürich, Zürich, Schweiz Iris Software Vollzeit

    Welcome to Iris Software, where we're committed to helping you succeed in a rapidly changing business landscape.As a senior corporate finance advisor, you'll play a critical role in shaping our clients' future, helping them navigate complex financial decisions and achieve their goals.Iris Software's Transactions Corporate Finance (TCF) department is a hub of...

  • Financial Fund Specialist

    Vor 3 Tagen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    About coni+partner AGconi+partner AG is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialized in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.We are looking for a...

Independent Financial Advisor

vor 1 Woche

Zürich, Zürich, Schweiz Helvetic Trust Vollzeit
Benefits Package
  • Advanced Portfolio Management System: Comprehensive tools to support efficient and effective investment management.
  • Broad Market Access: Independent and extensive access to money and capital markets to support diverse investment strategies.
  • Helvetic Trust Asset Management Support: Leverage model portfolios, structured products, innovative investment ideas, and a cutting-edge proprietary fund.
  • Corporate Services: In-house office management, compliance, HR, assistance, and marketing solutions tailored to your needs.
  • Partnership with Premier Custodian Banks: Access to over 15 first-class custodian banks offering competitive conditions.
  • Fee-Sharing Model: Attractive fee-sharing arrangements for partners.
  • Pension Solutions: Access to appealing occupational pension plans.
  • Premium Office Locations: Work from prestigious offices in Zurich and Bern, with flexibility for home office arrangements.
  • Networking Opportunities: Organize visits to listed Swiss companies and host bespoke client events for relationship building.