Wealth Planning Strategist
vor 1 Monat
As a Wealth Planning Strategist at CH10 - BJB Bank Julius Baer & Co. Ltd., you will play a pivotal role in shaping the future of wealth management.
Job OverviewWe celebrate individual qualities and empower our team members to be impactful, entrepreneurial, and empowered. If you enjoy solving complex problems and are passionate about wealth management, this is an exciting opportunity for you.
Key Responsibilities- Participate in multi-functional projects with teams such as Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, and Business.
- Contribute to the positioning and distribution of life insurance products, supporting Relationship Managers or other relevant business units.
- Maintain the life insurance product shelf up-to-date, including processes, documentation, credit, etc.
- Manage relationships with approved international insurance partners.
- Support Wealth Management front units in driving insurance initiatives and sales.
- Participate in client meetings/contacts covering insurance needs when required.
- Plan and implement product/country-specific seminars and workshops.
We seek a highly skilled professional with:
- A university degree and/or postgraduate qualification in Law or Business school.
- 5-8 years' proven experience in wealth management and/or wealth planning within Insurance and/or Banking sector.
- Solid know-how of insurance products and financial services industry.
- Excellent project management, change implementation, and collaboration skills.
- Fluency in English; further languages are an advantage.
We offer a competitive salary package in the range of €120,000 - €180,000 per annum, commensurate with experience, plus additional benefits including health insurance, retirement plan, and generous paid time off.
-
Financial Strategist for Wealth Management Solutions
vor 2 Wochen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitJob SummaryWe are seeking a highly skilled Financial Strategist to join our team at Marmot Invest AG, a Swiss wealth manager dedicated to serving women and their families. This dynamic role requires a visionary individual with expertise in wealth management, portfolio optimization, and financial education.
-
Global Supply Chain Planning Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz Implement Consulting Group VollzeitJob SummaryWe are seeking a Global Supply Chain Planning Strategist to join our team in Zurich. As a key member of our supply chain planning practice, you will drive the implementation of SAP IBP and other advanced planning systems, bridging the gap between business and IT.About UsAt Implement Consulting Group, we strive to make a fundamental difference in...
-
Global Workforce Planning Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz 2223 GG Switzerland GmbH (corporate) VollzeitJob DescriptionWe're seeking a highly skilled and experienced Global Workforce Planning Strategist to join our team at 2223 GG Switzerland GmbH (corporate). As a key member of our Operations team, you will play a crucial role in leading the development and implementation of a standardized approach to Operations Workforce planning.The successful candidate...
-
Wealth Management Specialist
vor 3 Wochen
Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt CH10 - BJB Bank Julius Baer & Co. Ltd., we celebrate individuality and empower our employees to make a meaningful impact.About the RoleWe are seeking a seasoned Wealth Management Specialist to join our Wealth Planning Life Insurance team in Zürich, focusing on sophisticated life insurance solutions for our clients.Your Challenge:Collaborate with...
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout 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...
-
Data Insights Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz LIONSCOUT GROUP VollzeitAbout the RoleWe are seeking a highly skilled Data Insights Strategist to join our team at LIONSCOUT GROUP. This is an excellent opportunity for someone who wants to take their career to the next level and make a meaningful impact in the field of business intelligence.The ideal candidate will have a strong background in designing and implementing SAP BI / BW...
-
Wealth Management Expertise Consultant
vor 1 Monat
Zürich, Zürich, Schweiz CAPCO VollzeitAbout 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...
-
Digital Identity Product Strategist
vor 2 Wochen
Zürich, Zürich, Schweiz Switch VollzeitWe are seeking a highly skilled Digital Identity Product Strategist to join our team at Switch, a leading provider of digital identity services in Switzerland.About the RoleThis is an exciting opportunity for a motivated and experienced professional to lead the development of eduID, a Swiss digital identity platform for lifelong learning. As a Product...
-
Digital Analytics Strategist with Adobe Expertise
vor 3 Wochen
Zürich, Zürich, Schweiz Epam VollzeitAbout the RoleWe are seeking an experienced Digital Analytics Strategist to join our Behavioural Tracking (BT) team in Zurich. This is a unique opportunity to lead transformative business initiatives and drive change using data-driven insights.You will be part of a global team driving BT implementation within clients, working closely with site/journey...
-
Senior Wealth Management Professional
vor 2 Monaten
Zürich, Zürich, Schweiz W Executive VollzeitKey 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,...
-
Customer Experience Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz Migros Online VollzeitOverviewMigros Online is seeking an experienced Customer Experience Strategist to lead our CX research team in promoting strategic and tactical customer insights across the organisation.Job DescriptionWe are looking for an innovative and results-driven individual with a strong focus on customer-centricity. As a key member of our team, you will oversee Voice...
-
Enterprise Technology Strategist
vor 1 Monat
Zürich, Zürich, Schweiz Next-Link VollzeitAbout the RoleWe are seeking an experienced Enterprise Technology Strategist to join our team at Next-Link. This is a key role that requires a strong background in technology advisory, solution architecture, and engineering leadership.Key ResponsibilitiesDevelop and implement strategic technology plans aligned with business objectives, ensuring seamless...
-
Data Analytics Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz LIONSCOUT GROUP VollzeitDrive Business Growth with SAP SolutionsWe are seeking an experienced Data Analytics Strategist to join our team at the LIONSCOUT GROUP in Zurich or Bern. This is a fantastic opportunity to shape the future of business intelligence and drive growth for our clients.About the RoleIn this role, you will be responsible for designing and implementing reporting...
-
Supply Chain Strategist for Finished Products
Vor 4 Tagen
Zürich, Zürich, Schweiz Michael Page VollzeitJob DescriptionAs a Supply Chain Strategist for Finished Products, you will be responsible for designing and implementing the supply chain strategy for finished products in three factories in Switzerland. In this role, you will work closely with packaging suppliers and the Supply Planning team at the Lisbon hub to continuously adapt the production plan based...
-
Enterprise Technology Strategist
vor 4 Wochen
Zürich, Zürich, Schweiz Next-Link VollzeitJob DescriptionWe are seeking an experienced Enterprise Technology Strategist to join our team at Next-Link. This role will play a critical part in driving our technology strategy, ensuring alignment with business objectives, and delivering innovative solutions.About the RoleDevelop and implement comprehensive technology strategies that drive business growth...
-
Global Pricing Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz Takeda VollzeitAbout TakedaTakeda is a global pharmaceutical company dedicated to improving the health and well-being of all people. Our mission is to bring hope to those affected by disease and to create a brighter future for our patients, customers, and employees.Job OverviewWe are seeking an experienced Global Pricing Strategist to join our team in Zurich or Boston....
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitJob OverviewWe are seeking a seasoned Business Development Director to join our team at Marmot Invest AG. This role is an exciting opportunity to build and grow a book of clients in women's wealth management, focusing on providing exceptional financial advisory services guided by our life-goal-based investment philosophy.About the RoleDevelop a thorough...
-
Digital Marketing Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz Bank Vontobel VollzeitJob Overview:Vontobel, a leading global investment firm, is seeking an experienced Digital Marketing Strategist to join its Growth Marketing Team in Zurich. This role offers the opportunity to work on cutting-edge digital marketing campaigns and contribute to the company's mission of building better futures for clients and society.About the Role:The...
-
Lead Treasury Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitJob DescriptionWe are seeking a seasoned Treasury professional to join our team at Vontobel Holding AG in Zurich.About the Role:The successful candidate will be responsible for overseeing and managing the bank's capital, liquidity, and funding planning on a group-wide level. This includes implementing and managing firm-wide funds transfer pricing, managing...
-
Technical Project Coordinator
vor 3 Wochen
Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitCompany Overview:At CH10 - BJB Bank Julius Baer & Co. Ltd., 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.We are looking for a highly motivated Technical Project Coordinator to join our team in the Information Technology division.Salary:The...