Karriereförderer im Wealth Management

About the RoleCapco is seeking a highly skilled and experienced Wealth Management Expert to join our team in Zurich. As a Wealth Management Expert, you will be responsible for advising clients on their wealth management strategies and providing expert advice on asset management and financial planning.Your Key ResponsibilitiesAdvise clients on the development...

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Willkommen bei SThree, einer der führenden Personalberatungen Europas mit einem globalen Netzwerk von über 60 Büros.Unsere einzigartige Kultur zeichnet sich durch Start-up-Flair gepaart mit der Sicherheit und Infrastruktur eines internationalen Großunternehmens aus.GehälterDas Gehalt für diese Stelle beträgt circa €70.000 bis €90.000 pro Jahr...

Deine Rolle:Entwicklung von Strategien zum Optimieren von Prozessen im Wealth ManagementKooperation mit dem Business Management und Stakeholdern im Wealth ManagementEnge Zusammenarbeit mit allen Bereichen des Wealth Management und der Business-ITKonzeption und Durchführung von Schulungen für Relationship Manager und AssistentenUnser Angebot:Ein breites...

Vontobel Holding AG ist ein führendes Investmenthaus mit über 2.300 Mitarbeitenden an mehr als 25 Standorten weltweit. Wir suchen nach talentierten Menschen, die sich für eine Karriere im Wealth Management entscheiden.Als Business Engineer Private Clients bist du verantwortlich für die Analyse und Optimierung von Business-Prozessen sowie die Entwicklung...

About 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...

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 the RoleRothschild & Co, a leading global financial services group with over 200 years of history, is seeking an ambitious and motivated individual to join their team as a Wealth Management Trainee. This exciting opportunity will provide the successful candidate with a unique chance to learn and grow within the Swiss wealth management industry.Key...

**Erfolg in der Karriere – so geht's**Ein Wechsel des Arbeitgebers will wohlüberlegt sein, um die Erfolgschancen in den Akquisitionsbestrebungen für die neue Bank, das Multi Family Office oder den Vermögensverwalter möglichst hoch zu halten. Wir unterstützen Sie dabei, Ihre Karriere erfolgreich zu planen und Ihre Ziele zu erreichen. **Unser...

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...

Key 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,...

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...

Job OverviewHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors.Key ResponsibilitiesDeliver individual and independent support and advice for clients in all aspects of wealth and investment adviceDevelop customised, holistic and long-term client...

At 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...

Wealth Management: Eine nachhaltig geplante Karriere ist essentiellBei Kessler GmbH suchen wir einen erfahrenden Berater*in für unser Wealth Management Team. Als Berater*in Private Banking (HNWI oder UHNWI) mit mehrjähriger Markt- und Kundenerfahrung, unterstützen Sie unsere Kunden bei der Verwaltung ihres Vermögens.In diesem Berufszweig ist eine...

We are seeking an experienced Senior Wealth Management Legal Leader to join our team at Vontobel Holding AG in Zurich. This role offers a unique opportunity to shape strategic legal support within our Wealth Management business.Role OverviewThe successful candidate will have a minimum of 10 years of experience in the financial services sector, with a strong...

BerufsspezifikAls Wealth Management Prüfer bei coni+partner AG ist Ihr Fokus auf die Planung und Durchführung von Audit-Prüfungen in der Privatbank weltweit gerichtet. Ihre Aufgaben umfassen die Identifizierung von Risiken in den Front-, Middle- und Back-Office-Prozessen sowie die Prüfung der Wirksamkeit von Kontrollen und der Angemessenheit von...

About CH10 - BJB Bank Julius Baer & Co. Ltd.We are a leading wealth management company that values individuality and entrepreneurship. Our team is passionate about creating value beyond wealth, and we're looking for a skilled IT operations manager to join us on this journey.

Job 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.

At Julius Baer, we strive for excellence in wealth management and value the unique qualities of our team members.You will be part of the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich.We work on key initiatives and projects to provide our clients with sophisticated life insurance...