High Net Worth Client Portfolio Manager

About the RoleFINDERS SA is seeking a highly experienced Strategic Portfolio Manager to join our team in Zurich, Switzerland.This role requires expertise in designing and implementing bespoke investment strategies for high-net-worth clients. The ideal candidate will possess fluency in Russian and English, with French proficiency being a plus.

About the Role:We are seeking a highly motivated and experienced Managing Director to join our leading Private Banking team in Zurich, exclusively focused on Swiss German onshore High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs). This role is ideal for an ambitious banker with a strong hunter mentality who thrives in a...

Key Responsibilities:We are seeking a Strategic Client Growth Manager to join our team at W Executive.Client Acquisition and Retention: Develop and maintain long-term relationships with high-net-worth clients, understanding their financial needs and objectives.Portfolio Management: Grow and manage a portfolio of clients, ensuring their banking and investment...

Are you looking to advance your career in wealth management? Our team at ACT Asset Management AG is seeking a Senior Client Relationship Manager to join our ranks. This is an exciting opportunity for a professional with a strong understanding of the global investment industry and a proven track record of building and maintaining relationships with high net...

Are you looking for a new challenge in the investment industry?A solid existing client book with growth potential is essential for this role.Key Responsibilities: Manage and grow a portfolio of high-net-worth clientsDevelop and maintain strong relationships with existing clientsIdentify new business opportunities and implement strategies to achieve...

Job Title: Relationship Manager Private BankingAt CH10 - BJB Bank Julius Baer & Co. Ltd., we're seeking a seasoned Relationship Manager to join our Private Banking team in the APAC market. As a key member of our team, you'll be responsible for building and maintaining strong relationships with high net worth clients, providing personalized wealth management...

Key Responsibilities:Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives. Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions. Provide expert financial advice on a range of products and services, including wealth management,...

Job DescriptionWe are seeking an experienced Senior Investment Manager to join our team at Helvetic Trust AG. As a key member of our wealth management department, you will be responsible for providing independent support and advice to high net worth individuals, family offices, foundations, and institutional investors.Key Responsibilities:Develop customized,...

Helvetic Trust is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our wealth management services include portfolio management, asset allocation, and family office solutions.Key ResponsibilitiesProvide independent and bespoke wealth management advice to...

About Helvetic Trust AGWe are an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individualized support and advice to clients in all aspects of wealth and investment managementDevelop customized, holistic, and long-term client...

Job Description: We are seeking a Strategic Wealth Manager Private Banking to join our team at Julius Baer. As a key member of our Private Banking team, you will be responsible for managing a portfolio of high net worth clients and providing them with comprehensive wealth management solutions. Key Responsibilities: Proactively develop and maintain a...

About the RoleAs a Portfolio Manager/Analyst at Bank J. Safra Sarasin, you will be focused on thematic equities, specifically in the metals & mining, materials, energy, and adjacent cyclical sectors. Your key responsibilities include identifying high-conviction stock ideas, conducting commodity market research, portfolio management, risk management, and...

About GFT – Shaping the Future of Digital BusinessRole SummaryAs a Client Manager - Insurance, you will be the primary point of contact for our clients, providing comprehensive assistance and ensuring their needs are met with the highest standards of customer service.Key Responsibilities:Develop and expand a portfolio of clients, maintaining strong,...

We are the leading Swiss private banking group CH10 - BJB Bank Julius Baer & Co. Ltd., with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management.The primary point of contact between the clients and the Bank is the Relationship Manager. He/she acts as an ambassador for the Bank externally and is a...

About the RoleOur client, a prominent asset management firm in Switzerland, is seeking a seasoned Senior Investment Advisor to design and implement bespoke investment strategies for high-net-worth clients. This role requires fluency in Russian and English, with French proficiency as a plus.ResponsibilitiesDevelop customized investment solutions aligned with...

Role OverviewWe are seeking an experienced ESG Client Portfolio Manager to join our EMEA Sales and Marketing Team in London, UK.

We are seeking a Strategic Wealth Advisor to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd.Your Challenge:Develop and manage relationships with High Net Worth/Ultra High Net Worth private clients.Deliver comprehensive wealth management solutions to meet clients' needs.Work with cross-functional teams to provide tailored investment solutions.Monitor...

Helvetic Trust AG, a leading independent asset manager, is seeking a skilled Wealth Manager as a Senior Partner to cater to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment adviceDevelop...

We are seeking a skilled Wealth Management Specialist to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The ideal candidate will have a proven track record of advising sophisticated clients and managing large client portfolios.Key Responsibilities:Develop and maintain relationships with high net worth and ultra high net worth clientsProvide...

About the Role:We are seeking a highly motivated and experienced professional to join our Private Banking team in Zurich, exclusively focused on Swiss German onshore High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs).Responsibilities:Develop and expand a dedicated client base of Swiss German onshore HNW and UHNW clients.Utilize...