Wealth Management Specialist for Female Clients in Switzerland

About the RoleMarmot Invest AG is seeking a highly skilled Investment Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial advisory services to our female clients.As an Investment Specialist, you will work closely with our investment teams to craft solutions that resonate...

Job Description: We are seeking a highly motivated Wealth Management Specialist to join our team in Zürich. Responsibilities:Perform periodic client reviews and client life cycle modifications for Wealth Management Client RelationshipsOversee client onboardings, ensuring due diligence, CDB checks, and KYC checks for individuals and legal entities in...

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As a Wealth Channel Development Specialist at the William Blake Group, you will be responsible for developing relationships with existing and new clients in the private wealth channel, focusing on Switzerland. Your goal will be to strategize and map the investor landscape, understand competitor offerings, and position our products and firm accordingly.Key...

Wealth Management SpecialistWir suchen einen Wealth Management Specialist, der sich auf die Analyse und Optimierung von Geschäftsprozessen spezialisiert hat. Als Teil unseres Teams werden Sie sich auf die Entwicklung von Lösungsstrategien in Zusammenarbeit mit dem Business Management und Stakeholdern im Wealth Management...

Pioneering Private Wealth Management for WomenMarmot Invest AG seeks a visionary Strategic Wealth Advisor for Women to spearhead initiatives that deepen our engagement with female clients, addressing the financial gender gap through tailored wealth management solutions and educational content.Key Responsibilities:Develop and Maintain Model Portfolios: Work...

About Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom. Our mission is to provide exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or 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...

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 a Swiss wealth manager dedicated to empowering women to achieve financial independence. Our mission is to close the financial gender gap and provide women with the tools and resources they need to succeed.We are seeking an experienced Senior Relationship Manager to join our team as a Female Financial Freedom Partner. In this role, you will have the...

About Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women. Our mission is to empower and inspire women to nurture financial freedom through wealth management and community building.Job DescriptionWe are seeking a highly skilled and motivated Investment Intern to join our team. As an Investment Intern, you will play a crucial...

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 Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women. We empower and inspire women to nurture financial freedom through wealth management and community building.Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized...

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...

Your ImpactWe are seeking a highly skilled and detail-oriented Client Onboarding Specialist to join our Wealth Management team in Zurich. As a key player in the Client Onboarding and Maintenance process, you will be responsible for building strong relationships with our clients and internal stakeholders.Key ResponsibilitiesSeize the opportunity to be a key...

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...

Role OverviewThe Relationship Manager is the primary point of contact between the client and CH10 - BJB Bank Julius Baer & Co. Ltd. He/she acts externally as an ambassador for the Bank and is internally a role model.This individual is responsible for the proactive and autonomous management of a portfolio of (Ultra) High Net Worth private clients.Key...

At Julius Baer, we believe that exceptional wealth management is about more than just numbers. It's about empowering individuals to achieve their goals and create lasting value.As a Wealth Planning Specialist within our Investment and Wealth Management Solution (IWMS) business area, you will play a key role in shaping the future of wealth management. Your...

We are looking for a skilled Client Review Specialist to join our Service Hub team.The team provides high-quality services for our clients in a highly efficient way, supporting clients in client onboarding, periodic reviews, and life cycle modifications.Your role would be to perform periodic client reviews and client life cycle modifications for Wealth...

Wir suchen einen erfahrenen Business Specialist, der sich auf das Wealth Management spezialisiert hat und ein breites Verständnis von Bankprozessen besitzt. Als Teil unseres dynamischen Teams werden Sie sich auf die Analyse und Optimierung von Business-Prozessen konzentrieren und dabei die Entwicklung von Lösungsstrategien in Kollaboration mit dem Business...