Wealth Management Expert with Asset Allocation Skills

About the RoleCapco is seeking a highly skilled and experienced Wealth Management Expert to join our team in Zurich. As a Wealth Management Expert, you will be responsible for advising clients on their wealth management strategies and providing expert advice on asset management and financial planning.Your Key ResponsibilitiesAdvise clients on the development...

YOUR ROLE AT CAPCOAs a Consultant Wealth and Asset Management, you will be responsible for advising clients in the definition and development of business solutions, operating models and implementation in the wealth and asset management industry.Key responsibilities include:• Capturing client needs and deriving transparency on business status and...

Job OverviewHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors.Key ResponsibilitiesDeliver individual and independent support and advice for clients in all aspects of wealth and investment adviceDevelop customised, holistic and long-term client...

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...

Key ResponsibilitiesWealth Management and Asset Management Services: Develop and implement customized wealth management solutions for high net worth individuals and institutional investors.Client Support and Advice: Provide individualized support and advice to clients in all aspects of wealth and investment advice.Asset Allocation: Implement tailored asset...

About CAPCOCAPCO is a global technology and management consultancy dedicated to the financial services industry.We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward.We specialize...

Job DescriptionWe are seeking a highly experienced Asset Raiser to join our team at the William Blake Group. This role will focus on developing relationships with existing and new clients in the private wealth channel, including Wealth Managers, Asset Managers, Multi-Family Offices, and Banks, with a strong emphasis on Switzerland.The successful candidate...

Unlock Growth Opportunities in Latin AmericaAs a Senior Wealth Management Specialist, you will play a key role in managing and advising Wealth Management clients in Latin America. Based in Zurich, you will inherit existing clients and contribute to the growth of the business in the region.Key Responsibilities:Manage and advise Wealth Management clients in...

The eFinancialCareers platform provides a unique opportunity for you to develop your career in the thriving wealth management industry.As a Financial Specialist - Wealth Management Latin America, you will be based in Zurich and manage and advise clients on their investments in Latin America. This role presents an exceptional chance to contribute to the...

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...

Helvetic Trust AG is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors. Our wealth management, asset management, and family office services are tailored to meet the unique needs of each client. We are regulated by the competent authorities in Switzerland and...

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...

Job Title: Wealth Planning ExpertWe are seeking a highly skilled Wealth Planning Expert to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The successful candidate will be responsible for working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich.The ideal candidate will...

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...

Earn a competitive salary of $120,000 in Zurich as a Strategic Wealth Manager for eFinancialCareers.This is an excellent opportunity to join a thriving business and manage wealth management clients in Latin America.You will inherit existing clients and contribute to the growth of the business in the region, advising across public and private asset...

Helvetic Trust is a leading independent asset manager providing bespoke wealth management services to high net worth individuals, family offices, foundations, and institutional investors. Our team offers expert advice and tailored solutions to cater to the unique needs of each client.Key ResponsibilitiesDeliver individualized wealth management services to...

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,...

About the RoleWe are looking for a Digital Wealth Solutions Expert to support and maintain our critical digital wealth applications across several markets in Asia.Key ResponsibilitiesProvide L2 analysis and troubleshooting support for a suite of business applications (both front-end and back-end)Investigate production issues using tools such as MongoDB,...

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 minimum of 15 years' experience in advising sophisticated clients and managing large client portfolios.Key Responsibilities:Acquiring new client relationships through own networkProviding tailored investment...

**About the Role**We are seeking a skilled Wealth Channel Professional to join our team at the William Blake Group. The successful candidate will be responsible for developing relationships with existing and new clients in the private wealth channel, focusing on Switzerland.**Key Responsibilities**Strategize and map the investor landscape in the Swiss...