Aktuelle Jobs im Zusammenhang mit International Wealth Management Professional - Zürich, Zürich - deVere Group
-
Wealth Management Professional
vor 17 Stunden
Zürich, Zürich, Schweiz Trinnovo Group | B Corp™ VollzeitAbout the RoleThe Wealth Management Professional will develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and needs. Key responsibilities include providing bespoke investment, wealth planning, and financial solutions, acting as a trusted advisor, delivering proactive insights and market updates, identifying...
-
Global Wealth Management Professional
vor 17 Stunden
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitOverviewBrookfield Asset Management is a leading global alternative asset manager with a rich history of owning and operating real assets and related businesses.We are committed to developing our people through challenging work assignments and exposure to diverse businesses.Job DescriptionThe Senior Client Relationship Manager will be responsible for...
-
Private Wealth Management Professional
vor 12 Stunden
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitCompany OverviewWe are a boutique recruitment agency dedicated to providing exceptional service in the financial services sector. With a strong focus on building long-term relationships, we pride ourselves on delivering tailored solutions to meet the unique needs of our clients.About the Role:We are seeking an experienced Private Wealth Management...
-
Wealth Management Professional
Vor 3 Tagen
Zürich, Zürich, Schweiz deVere & Partners Switzerland SA VollzeitJob RequirementsWe are looking for a highly motivated and experienced Senior Financial Consultant to join our team in Zurich. The ideal candidate will have expertise in Insurance Sales, Swiss and International Pensions, International Investments, Cross-Border Repatriation Solutions, and Personal Taxation.About Our Team CultureAt deVere & Partners Switzerland...
-
Wealth Management Associate
Vor 3 Tagen
Zürich, Zürich, Schweiz EFG International VollzeitRole SummaryWe are seeking a highly motivated Wealth Management Associate to join our private banking team at EFG International.The successful candidate will have a strong background in banking, excellent communication skills, and the ability to work effectively with clients to deliver high-quality services.Key responsibilities include:Supporting CROs in...
-
Wealth Management Director
Vor 6 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitWe are looking for a skilled Wealth Management Director to lead our private banking efforts at Altus Search Ltd. The successful candidate will be responsible for managing a team of private banking professionals and developing strategies to attract new clients and grow revenue.Key Skills and Qualifications:A deep understanding of the private banking and...
-
Senior Wealth Management Professional
vor 9 Stunden
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitRole OverviewWe are seeking a skilled and motivated Senior Wealth Management Professional to join our team in Zurich. As a Junior Private Banker, you will be responsible for developing and maintaining close relationships with clients, supporting team leaders and senior private bankers, analyzing client wealth structures and needs, and preparing investment...
-
Wealth Management Specialist
Vor 5 Tagen
Zürich, Zürich, Schweiz Investec VollzeitInvestec Wealth & Investment is seeking a skilled relationship manager to drive business growth and deliver exceptional client service. As a Private Banker, you will play a pivotal role in managing and nurturing relationships with existing clients and external partners.The successful candidate will possess strong analytical skills, attention to detail, and...
-
Wealth Management Advisor Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitExplore exciting career opportunities with deVere Group, a renowned digital private investment bank and asset management organisation.About Us:We pride ourselves on providing high-class, professional advice to expatriate clients and investors across the globe.Job Description:We advise over 100,000 clients globally with assets under administration exceeding...
-
Wealth Management Professional
vor 17 Stunden
Zürich, Zürich, Schweiz Lombard Odier Group VollzeitWe are seeking a skilled Financial Services Manager to join our External Wealth Managers department in Zurich.The successful candidate will be responsible for developing and servicing external partnerships, providing a premium service to high net worth individuals, and growing the team's book through the development of existing partnerships and/or new...
-
Global Wealth Management Professional
Vor 3 Tagen
Zürich, Zürich, Schweiz talendo AG VollzeitRole OverviewWe are seeking an ambitious student to join our 2025 Off-cycle Internship Program within our Global Wealth Management business. This paid internship will last 6 months, with a potential 3-month extension.Your ResponsibilitiesYou'll get to assess the current political and regulatory developments in relation to the Swiss retirement system and...
-
Global Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz talendo AG VollzeitWe're looking for a highly motivated and organized individual to join our team as a Global Wealth Management Professional. In this role, you will have the opportunity to support transaction managers in their daily activities, including the preparation, review, and organization of professional sales documentation.You will also identify real estate...
-
Private Wealth Manager
vor 17 Stunden
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitAward-winning Michael Page International (Switzerland) SA is looking for a Private Wealth Manager to join their team.About the CompanyAs a leading international private banking institution, we emphasize personalized and high-quality financial services tailored to the unique needs of each client. Our entrepreneurial mindset fosters a culture of...
-
Berater Wealth Management
Vor 2 Tagen
Zürich, Zürich, Schweiz Stellenwerk AG Vollzeit«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...
-
Global Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Cognizant VollzeitWe are looking for a talented and experienced Global Wealth Management Professional to join our team in Remediation Support. As a key member of our team, you will play a critical role in reviewing client documentation and clean-up of data quality for both Legal Entities and Private Individuals.The successful candidate will have excellent problem-solving...
-
Wealth Management Professional
vor 17 Stunden
Zürich, Zürich, Schweiz Pictet Group VollzeitPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. As a Private Banker in our Zurich office, you will be working in the German-Speaking Switzerland Market unit.Your roleBuilding and managing a book of business of high net worth (HNW) clients in the Swiss German market.Managing each account to...
-
Relationship Manager in Wealth Management
vor 17 Stunden
Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA VollzeitWealth Management OpportunityOur firm provides comprehensive wealth planning and management services to families and individuals. We are seeking an experienced Relationship Manager to join our team.The ideal candidate will have extensive experience as a Relationship Manager / Account Manager of an own HNWI/UHNWI client portfolio in a Family Office, Bank, or...
-
Global Wealth Management Associate
Vor 3 Tagen
Zürich, Zürich, Schweiz talendo AG VollzeitA Career in Finance at UBSAre you interested in working in finance, specifically as a wealth management professional serving clients? Do you want to work for a firm with a truly global footprint?We're looking for talented individuals to join our 2025 Graduate Talent Program. This program is designed to introduce you to our firm, provide professional and...
-
Berater Wealth Management
Vor 4 Tagen
Zürich, Zürich, Schweiz Stellenwerk AG Vollzeit«Massgeschneiderte Lösungen fürs HR.» Dafür steht Stellenwerk seit 2005. In der jährlichen Umfrage «Beste Personaldienstleister» der Handelszeitung hat Stellenwerk 2024 gleich in drei Kategorien das Punktemaximum erreicht: «Professional Search», «Executive Search» und «Temporärarbeit». Mit Standorten in Zürich, Chur und Schaan agieren wir in...
-
Asset and Wealth Management Professional
Vor 4 Tagen
Zürich, Zürich, Schweiz Goldman Sachs Bank AG VollzeitOverview of the RoleWe are seeking a skilled Asset and Wealth Management Professional to join our PWM Operations team in Zurich. As a key member of our Client Onboarding team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain expertise in Client Onboarding processes...
International Wealth Management Professional
vor 1 Woche
We are seeking a highly skilled professional to join our team as an Associate, responsible for Finance, Sales, and Customer Service in the Financial Services and Banking industry.
About UsdeVere Group is the world's leading Tech-Driven Wealth Creation Advisory firm, with a global expansion that has created new opportunities for specialists with the right skills and qualifications.
The ideal candidate will have 5 years plus experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross border repatriation solutions, and British / EU and Swiss personal taxation.
The candidate will be eligible for the BX Swiss Register and fully up-to-speed on all aspects of the FinSA codes and the Insurance Acts.
They will possess the following minimum International finance qualifications:
- Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS
- MCSI in wealth management from the Chartered Institute of Securities and Investments.
