Wealth Management Associate
vor 2 Wochen
Overview
At UBS Financial Services, we are dedicated to helping our clients achieve their financial goals. As a Wealth Management Associate, you will play a key role in delivering exceptional results for our clients by building and maintaining relationships with high-net-worth individuals.
About the Role
We are looking for someone with excellent interpersonal and communication skills to build relationships with our clients. As a Wealth Management Associate, you will be responsible for providing ongoing support and guidance to our clients to help them achieve their financial goals.
Responsibilities
- Build and maintain relationships with high-net-worth individuals
- Provide ongoing support and guidance to clients
- Collaborate with other teams to ensure the success of our clients
- Develop and execute strategies to drive revenue growth
Requirements
To be successful in this role, you will need:
- A minimum of 4 years' experience in a related field
- An MBA from a leading university or business school
- Fluent Italian and English language skills
- Strong understanding and interest in financial markets
- Excellent interpersonal and communication skills
What We Offer
As a valued member of our team, you can expect:
- A competitive salary and benefits package
- Ongoing opportunities for career development and growth
- A dynamic and supportive work environment
Contact Us
If you are a collaborative team player who is passionate about building relationships and delivering exceptional results for our clients, we would love to hear from you.
-
Wealth Management Associate
vor 17 Stunden
Zürich, Zürich, Schweiz beBee Careers VollzeitDeveloping in-depth knowledge about wealth management and private clients is vital for success in this role. As a Wealth Management Associate, you will support the product lifecycle: from maintaining our product shelf and conducting comparisons, coordinating product launches and creating product innovation.By contributing to the day-to-day functioning of the...
-
Wealth Management Associate
vor 16 Stunden
Zürich, Zürich, Schweiz beBee Careers VollzeitAre you a detail-oriented and organized individual looking for a challenging role in Wealth Management Associate? We are seeking a skilled professional to join our team in Zurich, where you will be responsible for maintaining and innovating our investment product shelf.Key Responsibilities:Maintain the product shelf and conduct comparisons to ensure...
-
Wealth Management Associate
vor 2 Wochen
Zürich, Zürich, Schweiz UBS Financial Services VollzeitJob OverviewWealth Management at UBS Financial Services offers a unique opportunity to develop your skills and establish a platform for accelerated career development in a client-facing role. As a Relationship Manager, you will be responsible for building long-term mutually beneficial relationships with clients, continuously growing your network by referrals...
-
Wealth Management Associate
Vor 6 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitYour team at Pictet Wealth Management is comprised of experienced professionals dedicated to providing exceptional service to our clients.Responsibilities:Support team leader and senior private bankers with key client managementMeet prospects and clients, prepare client meetings, and manage follow-up actionsControl and handle internal processes, client...
-
Senior Wealth Management Associate
Vor 4 Tagen
Zürich, Zürich, Schweiz Banque Pictet & Cie SA VollzeitJob Description">We are seeking a highly motivated and experienced Junior Private Banker to join our Zurich office in the German Speaking Switzerland Team within the bank's Wealth Management. As a Junior Private Banker, you will play a vital role in developing and maintaining close and trusting relationships with clients, analyzing their wealth structure and...
-
Wealth Management Professional
vor 1 Woche
Zürich, Zürich, Schweiz Brookfield Asset Management VollzeitAbout the PositionWe are seeking an International Fund Specialist to join our team in Switzerland. In this role, you will be responsible for managing investor relationships by providing exceptional client service, responding to investor needs, and proactively providing market insights.The successful candidate will have a minimum of 15 years of experience in...
-
Wealth Management Expert
Vor 7 Tagen
Zürich, Zürich, Schweiz eFinancialCareers VollzeitThe eFinancialCareers platform is a leading destination for finance professionals seeking new opportunities.We are seeking an experienced Wealth Management Expert to join our team based in Zurich, Switzerland. This role offers the chance to manage and advise high net worth individuals across Latin America.As a key member of our Wealth Management division,...
-
Wealth Management Strategie
vor 17 Stunden
Zürich, Zürich, Schweiz beBee Careers VollzeitWealth Management StrategieIhre Aufgabe:Vermögende Kunden strategisch betreuen und Wachstum gestalten.Als Wealth Management Berater/in sind Sie für die umfassende Betreuung und strategische Weiterentwicklung eines anspruchsvollen Kundenportfolios verantwortlich.Das bringen Sie mit:Bankfachliche Ausbildung ergänzt durch ein wirtschaftswissenschaftliches...
-
Wealth Management Professional
vor 12 Stunden
Zürich, Zürich, Schweiz beBee Careers VollzeitBased in Zurich, this is an opportunity to manage and advise Wealth Management clients in Latin America.You will inherit existing clients and contribute to the growth of the business in the region. Your key responsibilities will include advising across Public and Private Asset classes to ensure optimal returns on investments.Your role as technical expert...
-
Off-Cycle Internship
vor 2 Wochen
Zürich, Zürich, Schweiz talendo AG VollzeitAbout the RoleWe are seeking a highly motivated and ambitious student to join our 2025 Off-Cycle Internship Program within our Global Wealth Management business. As a client management professional, you will have the opportunity to support our team in their daily activities, interact with clients, and develop your skills in a dynamic and challenging...
-
Wealth Management Director
vor 1 Woche
Zürich, Zürich, Schweiz EXANTE VollzeitJob DescriptionCompany OverviewAt EXANTE, we revolutionize the financial industry by providing cutting-edge centralized trading solutions and robust B2B financial infrastructure. Our pioneering spirit drives value through innovative technology, making us a frontrunner in the financial sector.We cultivate a culture that empowers innovation and personal...
-
Wealth Management Specialist
vor 10 Stunden
Zürich, Zürich, Schweiz beBee Careers VollzeitAs a Wealth Management Specialist, you will be responsible for providing personalized financial solutions to high-net-worth individuals and families. You will work closely with clients to understand their unique needs and develop comprehensive investment strategies tailored to their goals.Key Responsibilities:Develop and implement customized investment...
-
Wealth Management Internship Opportunity
vor 2 Wochen
Zürich, Zürich, Schweiz talendo AG VollzeitCompany OverviewWe are a leading global wealth manager with a presence in over 50 countries. Our business is built on four key divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.We operate through a network of teams that work together to deliver advice-based solutions to our clients. Our team provides...
-
Wealth Management Expert
vor 1 Tag
Zürich, Zürich, Schweiz beBee Careers VollzeitJob OverviewThe role of the Relationship Manager is a crucial position for clients seeking comprehensive wealth management solutions. Working closely with Investment Managers, this individual serves as the primary point of contact to access the entire suite of wealth management capabilities and services.This includes day-to-day planning and servicing for...
-
Wealth Management Advisor
vor 4 Wochen
Zürich, Zürich, Schweiz deVere Group Vollzeit2 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing.We are...
-
Wealth Management Graduate
Vor 4 Tagen
Zürich, Zürich, Schweiz UBS Financial Services VollzeitProgram OverviewThe 2025 Global Wealth Management Graduate Talent Program is designed to help you develop the skills needed to grow your career in a truly global business. Our program introduces you to our firm, provides professional and technical training, and teaches you core skills and knowledge of wealth management.Your RoleYou will work together with...
-
Professional Wealth Advisor Trainee
vor 1 Tag
Zürich, Zürich, Schweiz beBee Careers VollzeitAbout the Role:This exciting opportunity is designed for individuals who are passionate about pursuing a career in private wealth management. As a Business Development Associate, you will have the chance to work with experienced advisors to develop your skills and knowledge.Responsibilities:Collaborate with Private Wealth Advisors to deliver exceptional...
-
Berater Wealth Management
vor 4 Wochen
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...
-
Berater Wealth Management
Vor 3 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...
-
Wealth Management Expert
vor 2 Wochen
Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) VollzeitAt the NCAA, we strive to empower our clients to achieve their financial goals through expert wealth management services. Our team of dedicated professionals provides personalized advice, tailored to each client's unique needs and objectives.We are looking for an experienced investment professional to join our Private Wealth Management team. The ideal...