Financial Strategist, Wealth Management, Latin America

Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at 0877 Deutsche Bank (Suisse) SA. As a key member of our Wealth Management business, you will be responsible for providing exceptional client service and building strong relationships with high net worth and ultra-high net worth...

About Marmot Invest AGMarmot Invest AG is a Swiss wealth management company dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha...

About CH10 - BJB Bank Julius Baer & Co. Ltd.We are a leading wealth management bank that celebrates and values the individual qualities of our employees, enabling them to be impactful, entrepreneurial, and empowered. Our mission is to shape the future of wealth management together with our clients.About the RoleThe Relationship Manager is the primary point...

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring, empowering you to drive impact, foster innovation, and create value beyond wealth. Let's shape the future of wealth management together.The Senior Capital Manager and Group Insurance Officer plays a pivotal role in our organization. The successful candidate will be...

About Our CompanyOur company, Michael Page - Switzerland, is a leading recruitment agency specializing in financial services. We are proud to partner with a well-established Swiss Asset Manager regulated by FINMA.Job SummaryWe are seeking an experienced Head of Wealth Management to join our client's executive management team. As a key member of the team, you...

About the RoleWe are seeking a highly skilled Digital Content Strategist to join our team at Vontobel Holding AG. As a Digital Content Strategist, you will be responsible for designing and publishing new content on our website, with a strong focus on user experience and innovation.Key ResponsibilitiesContent Creation: Develop and implement a content strategy...

About CH10 - BJB Bank Julius Baer & Co. Ltd.We are a leading wealth management company that values individual qualities and empowers our employees to create value beyond wealth. Our team is passionate about shaping the future of wealth management.Your ChallengeParticipate in projects with multi-functional teams, collaborating with Wealth Planners, Product...

Assistant Relationship Management LATAM (Maternity Cover, 9 months)Zürich / Gotthardstrasse 44Interested? Apply hereAre you passionate about the financial world? For our Latin America Team focusing on private clients, we are looking for a highly motivated and engaged Relationship Manager Assistant / Account Manager on a temporary basis for 9 months,...

Einsteiger/Assistent Wirtschaftsprüfung Financial Services im Bereich Wealth Management Wir suchen einen ambitionierten und engagierten zukünftigen Wirtschaftsprüfer, der sich für die Wirtschaftsprüfung im Bereich Financial Services in Zürich interessiert. Was du erwartest Eine Vielzahl von Tätigkeiten in der Wirtschaftsprüfung, von...

**Join Our Team as a Wealth Management Associate**Are you looking for a challenging role where you can leverage your risk management skills and commitment to excellent client experience? Do you want to be part of a high-performing team that provides exceptional service to our clients?If you're passionate about working in a dynamic and fast-paced environment,...

About CapcoCapco is a global technology and business consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.We are:Experts in capital markets, banking, and payments, as well as wealth and asset management.Deep knowledge in financial services offering, including finance, risk,...

Job Title: Head of Private BankingJob Summary:Altus Search Ltd is seeking an experienced professional to lead our Private Banking division. As a key member of our team, you will be responsible for driving business growth, managing a team of private banking professionals, and ensuring the successful implementation of our private banking business model.Key...

We are a young team consisting of risk specialists who work with numerous financial services clients to provide a suite of risk management and banking transformation services. Our clients include internationally and regionally active banks, private banks, wealth managers and investment banks. All of these institutions have to deal with a wide array of...

About the RoleWe're seeking an experienced Account Strategist to join our team at Project A Ventures and drive the development of our partner company's Account Management strategies.In this role, you'll focus on ensuring that clients receive exceptional experiences and contribute to various growth projects.About the JobAs an Account Strategist, you'll become...

About the RoleWe are seeking a highly experienced Senior Client Relationship Manager to join our team at W Executive. As a key member of our organization, you will be responsible for managing a substantial portfolio of private and/or institutional clients in Latin America.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

About Vontobel Holding AGVontobel Holding AG is a leading global investment firm with a strong commitment to sustainability and long-term focus. As a majority family-owned and publicly listed company, we offer a unique ownership mindset that allows our employees to unlock their potential and translate insights into opportunities.Our Transformation and...

Übernahme von VerantwortungPlanung und Durchführung von Kontrollen und NachprüfungenSicherstellung effektiver und empfängergerechter Reporting-Aktivitäten an das Private Clients ManagementKommunikation von Kontroll-Resultaten an Vertreter der Front OrganisationMitarbeit bei der Weiterentwicklung und Sicherstellung einer effektiven Kontroll-Governance...

Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at 0877 Deutsche Bank (Suisse) SA. As a key member of our Wealth Management business, you will be responsible for providing exceptional client service and building long-term relationships with high net worth and ultra-high net worth...

Description du PosteVous rejoindrez la Division Wealth Management de CFM Indosuez Wealth Management, où vous serez en charge de développer des relations d'affaires avec des Intermédiaires Financiers (principalement des Gérants de Fortunes Indépendants) et de promouvoir l'offre de la Banque auprès de ces derniers.MissionsDévelopper des relations...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.IHRE AUFGABEN Technical responsibility for the monthly Regulatory Reporting financial statements of Bank Julius Baer & Co. Ltd....