Aktuelle Jobs im Zusammenhang mit Berater Private Wealth Management - Stäfa, Zürich - Zurich Australian Insurance Ltd.

  • Wealth Management Support Specialist

    Vor 4 Tagen

    Stäfa, Zürich, Schweiz Helvetic Trust Vollzeit

    About the RoleHelvetic Trust is a dynamic and international organization seeking a Wealth Management Support Specialist. The ideal candidate will have a strong background in private banking and wealth management, with excellent analytical and problem-solving skills.The primary responsibilities of this role include:Preparing reports and presentations for...

  • Senior Wealth Management Professional

    vor 1 Woche

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Senior Private Banking Position with DES CapitalWe are seeking a seasoned senior private banker to join our team in Geneva, Zurich, or other key jurisdictions. This unique opportunity is tailored for individuals with experience covering one of the following markets:EuropeSwitzerland (onshore)Middle EastLatAmUKAfricaThe ideal candidate will have a proven...

  • Private Banker

    vor 1 Tag

    Stäfa, Zürich, Schweiz Trinnovo Group | B Corp Vollzeit

    We are seeking a highly motivated and client-focused Private Banker to join our client's Private Wealth Management team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by providing tailored financial solutions and exceptional client service. Key...

  • Senior Wealth Manager

    Vor 4 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Establish a distinguished career with DES Capital as a Senior Wealth Manager, where you will leverage your expertise in serving high net worth families and individuals.About the RoleWe are seeking a seasoned Private Banking Executive to join our team, bringing a proven track record of success in building high-quality portfolios with strong Return on...

  • Wealth Management Associate

    Vor 5 Tagen

    Stäfa, Zürich, Schweiz Schroders Vollzeit

    Schroders is seeking a Wealth Management Associate to join our Key Account Desk in Zurich. This role involves supporting our team with advanced technical skills in Excel and data analysis tools, as well as preparing bespoke and ad-hoc reporting for clients.The successful candidate will have a strong background in finance/economics and at least 3 years of...

  • Private Banker

    Vor 2 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Exclusive Opportunity with DES Capital: Senior Private Banker Elevate your career to new heights by joining a prestigious private bank or one of the leading EAMs (external asset managers) in Geneva or Zurich . This unique opportunity is tailored for seasoned senior private bankers with experience covering one of the following markets : Europe ...

  • Executive Director of Private Banking

    Vor 3 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Skill Enhancement OpportunitiesAt DES Capital, we recognize that skill enhancement is crucial for professionals in UHNW Wealth Management Corporate Development Services. That's why we offer continuous training and development programs to help our employees stay ahead in the industry.As a Head of Private Banking, you'll benefit from access to our extensive...

  • Private Banker

    vor 1 Woche

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Exclusive Opportunity with DES Capital: Senior Private BankerElevate your career to new heights by joining a prestigious private bank or one of the leading EAMs (external asset managers) in Geneva or Zurich. This unique opportunity is tailored for seasoned senior private bankers with experience covering one of the following markets:EuropeSwitzerland...

  • Head Of Private Banking

    Vor 2 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    DES Capital has perpetual mandates with over 40+ prestigious Private Banks and EAMs/Multi Family Offices in Switzerland to hire Senior Private Bankers (Relationship Managers). Exclusive Opportunity for a: Head of Private Banking Elevate your career to new heights by joining a prestigious private bank in Geneva or Zurich . This unique opportunity is tailored...

  • Wealth Management Advisor

    Vor 6 Tagen

    Stäfa, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

    A forward-thinking Swiss financial advisor seeks an experienced professional to join their team as a Wealth Management Advisor. In this role, you will be responsible for guiding clients through the intricacies of international financial planning, focusing on retirement, investments, property, tax, and estate planning.The ideal candidate will possess strong...

  • Experienced Private Banking Specialist

    vor 1 Woche

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Prestigious Private Banking Career OpportunityJoin a prestigious private bank or one of the leading EAMs (external asset managers) in Geneva, Zurich, or other key jurisdictions. This unique opportunity is tailored for seasoned senior private bankers with experience covering one of the following markets:EuropeSwitzerland (onshore)Middle EastLatAmUKAfricaEnjoy...

  • Head of Private Banking

    Vor 3 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    DES Capital has perpetual mandates with over 40+ prestigious Private Banks and EAMs/Multi Family Offices in Switzerland to hire Senior Private Bankers (Relationship Managers).Exclusive Opportunity for a: Head of Private BankingElevate your career to new heights by joining a prestigious private bank in Geneva or Zurich. This unique opportunity is tailored for...

  • Private Equity Specialist

    vor 6 Stunden

    Stäfa, Zürich, Schweiz Work Management Vollzeit

    Work Management is a leading asset management firm focused on delivering exceptional results through strategic investments.Job RequirementsWe seek an experienced investment professional to lead our real estate platform, driving growth and delivering results through strategic investments.Main ResponsibilitiesDevelop and execute the investment strategy for the...

  • Top Performing Private Banker

    vor 1 Woche

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Sr. Private Banking Opportunity with DES CapitalWe are seeking a top-performing senior private banker to join our team in Geneva, Zurich, or other key jurisdictions. The ideal candidate will have a proven track record of 10+ years in serving (Ultra) High Net Worth Families and Individuals, demonstrated success in building high-quality portfolios with strong...

  • Private Banking Leader

    Vor 3 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    At DES Capital, we have built a reputation as a trusted partner in Executive Search for UHNW Wealth Management Corporate Development Services. Our expertise focuses on Geneva, Zurich, and other key jurisdictions, providing bespoke solutions tailored to your needs.We are seeking an experienced Head of Private Banking to join our prestigious private bank in...

  • Private Banking Executive

    Vor 4 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Take your career to new heights with DES Capital as a Private Banking Executive. Our ideal candidate has a proven track record of success in serving high net worth families and individuals, with a focus on building strong relationships and delivering tailored investment solutions.About DES CapitalWe are a leading Executive Search firm specializing in UHNW...

  • Wealth Management Expert

    Vor 5 Tagen

    Stäfa, Zürich, Schweiz addexpert GmbH Vollzeit

    Ihr ProfilSie haben eine solide Bankausbildung sowie einen mehrjährigen Leistungsausweis in der Akquisition, Beratung und Betreuung von vermögenden Privatkunden oder Unternehmern mit Portefeuille Verantwortung in den Bereichen Anlagen- und Vermögensverwaltung. Sie bringen ein bestehendes Kundenbuch mit oder haben einen klaren Businessplan. Ihr Fokus liegt...

  • Head of Wealth Management

    Vor 3 Tagen

    Stäfa, Zürich, Schweiz DES Capital Vollzeit

    Leadership OpportunityJoin our prestigious private bank in Switzerland as a Head of Private Banking, and take advantage of this exceptional opportunity to lead a team of senior private bankers. As a seasoned professional with 10+ years of experience, you'll be responsible for developing and implementing strategies to attract and retain high net worth...

  • Asset Management Leader

    vor 6 Stunden

    Stäfa, Zürich, Schweiz Work Management Vollzeit

    Welcome to Work Management, a leading asset management firm dedicated to delivering exceptional results through strategic investments.Job DescriptionWe are seeking an experienced investment professional to lead our real estate platform, driving growth and delivering results through strategic investments.Core ResponsibilitiesDevelop and execute the investment...

  • Wealth Relationship Manager

    vor 1 Woche

    Stäfa, Zürich, Schweiz Redstone Search Group Vollzeit

    Holistische Beratung UHNWI Kundschaft - Die Premier League für Senior Private Banker Einleitung Was zeichnet unsere Auftraggeberin aus? Swissness in Reinkultur, höchste Bonität, ein tadelloser Ruf sowie ein diversifiziertes Geschäftsmodell mit eindrücklicher Gewinndynamik. Ein Schweizer Power House, das bestens aufgestellt ist, die spezifischen...

Berater Private Wealth Management

vor 1 Woche

Stäfa, Zürich, Schweiz Zurich Australian Insurance Ltd. Vollzeit

Wir suchen zum nächstmöglichen Zeitpunkt einen erfahrenen Berater, der unsere Kunden in Deutschland betreut und berät. Ihre Aufgaben:

  • Ganzheitliche Betreuung und Beratung von vermögenden deutschen Privatkunden.
  • Erschließung marktspezifischer Neukundenpotenziale in Deutschland.
  • Aufbau neuer Kundenkontakte und strukturierter Ausbau von deutschen Kundenbeziehungen und Netzwerken.

Sie als erfahrener Berater:

  • Erfolgreich abgeschlossenes wirtschaftswissenschaftliches Studium und langjährige Berufspraxis im Wealth Management.
  • Detaillierte Kenntnisse der Angebotspalette des Vermögensanlagegeschäftes.
  • Mehrjährige Erfahrung im Umgang mit vermögenden deutschen Privatkunden.
  • Ganzheitliches, analytisches und vernetztes Denken gepaart mit hervorragenden Problemlösungsfähigkeiten.