Supporter/-in Wealth Management

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 304885BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work for a...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 308535BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a thought leader and influencer, equipped to craft the GWM AI strategy and drive this roadmap? Do you have a global footprint in pivoting an organization of...

As our new Wealth Management Associate, you willSupport the monitoring of our discretionary managed portfoliosImplement trading strategies into the managed portfolios, following regulatory requirements for asset managers in SwitzerlandParticipate in the investment committee meeting of the GroupAct as Relationship Manager for relevant clients of the Wealth...

Account Manager - Wealth Management Startdatum: Sofort Pensum: 80% - 100% Als eine führende, private Vermögensverwaltung, die sich auf die individuelle Betreuung vermögender Privatkunden spezialisiert hat, stehen wir für Diskretion, Expertise und massgeschneiderte Lösungen. Mit einem tiefen Verständnis für die Bedürfnisse unserer exklusiven Klientel...

About the programOur New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.As a participant, you will:Learn about the firm and how we do businessGain the skills and knowledge necessary to support...

Sie durchlaufen in einem Zeitraum von 18 Monaten die unterschiedlichen Aufgaben im Wealth Management. Dabei lernen Sie die Schnittstellen zu anderen Bereichen und Geschäftsfeldern der Bank kennen.Das Wealth Management am Standort Zürich ist verantwortlich für die Betreuung der Bestandskunden und die aktive Akquise neuer Kunden in der Schweiz. Hierzu...

About the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...

Funktion Supporter/-in Wealth Management (Sales & Marketing) 100%, ab 01.02.2025 - 30.09.2025AufgabenBedarfsabklärung (planen und vorbereiten von Akquisitionsaktivitäten und Kundenterminen)Unterstützen bei KundenanfragenMitwirken bei RFP-Prozessen in Zusammenarbeit mit dem Customer-Service-TeamMarketing-Aktivitäten (pflegen und entwickeln von...

Junior Tester – Wealth Management/Investment BankingWe are seeking a dedicated and detail-oriented Junior Tester to join our team, focusing on Wealth Management (WM), Investment Banking (IB), and Capital Markets testing projects. The successful candidate will support end-to-end testing processes, ensuring the delivery of high-quality applications and...

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

2 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...

Lombard Odier is a renowned global wealth and asset manager, focusing on sustainable investing. As an innovative bank of choice for private and institutional clients, our Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion across 4 continents.With a history spanning over 225 years, Lombard Odier is an investment...

Consultant Wealth and Asset Management at Capco Switzerland - ZurichABOUT 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,...

Responsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applicationsCash managementAssist in AML clarifications and preparing clients KYC and related updatesInteracting directly with clients by phone, e-mail and, occasionally in meetingsPreparing and monitoring account...

Wealth Management Advisors wanted.As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.We advise over 100,000 clients across the globe with in excess of $12bn under advice and...

Responsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications.Cash management.Assist in AML clarifications and preparing clients KYC and related updates.Interacting directly with clients by phone, e-mail and, occasionally in meetings.Preparing and monitoring...

Marmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha alone.We're seeking a visionary...

Posted by - Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets...

Get AI-powered advice on this job and more exclusive features.Recruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth Management Advisors wanted.As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to...