Private Wealth Manager
vor 1 Tag
Job Description Private Wealth Manager - Switzerland Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that offers many attractive, low-cost investment solutions with the clients best interests at its core. Role Overview: The selection process has begun, and our client is seeking a UK or equivalent qualified Financial Advisor with offshore experience. The successful candidate will be based in Switzerland. Only experienced and ethical advisors will be considered, to align with the company's core values. Experience advising expatriate clients in the areas of investment and pension transfers is essential. Candidates not meeting these requirements will not be considered. Key Responsibilities: - Provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers. - Uphold the firms ethical standards and core values in all client interactions. - Leverage lead generation opportunities provided from the outset. - After completing the probation period, work with a dedicated Business Development Manager (BDM) to further enhance client acquisition and service. Qualifications: - UK or equivalent financial advisory qualification. - Extensive offshore experience. - Proven track record of advising expatriate clients on investment and pension transfers. - Strong ethical standards and alignment with the firms core values. - Transferable client book with a substantial AUM. Benefits - Favorable Commission and AMC splits. - Negotiable Monthly Retainer Support. - The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations. Application Process: If you are an experienced and ethical Financial Advisor with a transferable client book and AUM, ready to take the next step in your career, we invite you to apply. Please submit your CV and cover letter, highlighting your suitability for the role and your career aspirations. Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.
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Wealth Planner
Vor 5 Tagen
Geneva, Schweiz UR Capital VollzeitA leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner. Responsibilities : Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy. Develop and maintain strong relationships with clients,...
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Private Banker – Geneva
vor 4 Wochen
Geneva, Schweiz Redstone Private Banking Search VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
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Private Banker – Geneva
vor 2 Wochen
Geneva, Schweiz Redstone Private Banking Search VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
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Senior Wealth Planner
Vor 3 Tagen
Geneva, Schweiz Pictet VollzeitYour team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. PWM is seeking to recruit a Senior...
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Account Manager Middle East
vor 4 Wochen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client A Private Bank. Job Description Key Responsibilities Manage and grow a portfolio of HNW/UHNW Middle East clients Deliver bespoke advisory services (investments, products, wealth solutions) with the investment advisor Identify cross-selling opportunities and drive business development Oversee operations and ensure regulatory compliance for...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...
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Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
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Sales / Fundraising B2B - Private Equity
vor 4 Wochen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client We are representing a fast-growing investment firm providing direct access to private equity and alternative investment opportunities for investors and professional partners. The firm operates at the intersection of private banking, wealth management, and private markets, offering institutional-grade investment opportunities through a highly...
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Senior Investor Relations for Private Assets
vor 3 Wochen
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
