Wealth Manager
vor 2 Wochen
Job Description A prestigious financial advisory firm with a global presence and nearly 15 years of establishment in Geneva, Switzerland, is seeking a Financial Planner. The firm is renowned for its exceptional advice proposition, which has significantly increased client demand. Catering to a vast clientele across Switzerland, the firm has become a leading figure in the financial sector. The Financial Planner will engage both face-to-face and online with clients throughout Switzerland, who have reached out through inbound marketing strategies or through direct outreach methods like LinkedIn and email. The role will primarily focus on lump sum investing, portfolio management, retirement planning, regular savings, and advice on the Swiss insurance and three-pillar pension schemes. Successful candidates will collaborate closely with marketing, business development, and paraplanning teams to facilitate day-to-day client meetings and contribute to the growth of their client portfolios. The firm offers comprehensive support through the CII/CISI/LIBF examination process, aiding financial planners in achieving the UK Level 4 Diploma and progressing towards Chartered status. Desired Skills and Experience: - A proven track record in an Advisory/Relationship Management role within the financial services sector (, banking, brokerage, or IFA). - A minimum qualification of a UK Level 4 Diploma or its international equivalent, with a preference for those who are Chartered. - A proactive and entrepreneurial mindset that drives new business generation while maintaining client relationships effectively and holistically. Benefits Include: - An attractive salary package with a revenue share from business generated. - Coverage of employment visa and Swiss work permit costs. - Comprehensive medical insurance. - Support in achieving industry certifications (, CISI, CII, LIBF), with costs covered. - Business development and administrative support. - Licensing support, including IA and SCA licenses in the UAE, with global licensing and terms of business agreements. - Access to an investment team providing model portfolios, market updates, and support in client meetings. - A dedicated investment portal for clients to view up-to-date valuations. - A pension service offering comprehensive support, including co-attendance at client meetings with a pension specialist for an additional fee split. - A robust marketing framework including online advertising, social media management, and customized brochures for each planner. - A research unit dedicated to identifying potential clients. - Operations and compliance support from a central team ready to assist with queries. This opportunity is ideal for individuals seeking to advance their careers within a supportive and dynamic environment, offering a path towards professional growth and the ability to make a significant impact in the lives of their clients.
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Geneva, Schweiz Jobs CH VollzeitPraktikum - Real User Monitoring & Nutzungsanalyse für die GX Wealth Management Plattform Lombard Odier ist ein führender, globaler Vermögensverwalter. Hier erwartet dich ein innovatives Umfeld mit Fokus auf nachhaltige Investitionen. Aufgaben Definiere und implementiere die RUM-Strategie der Plattform. Analysiere Nutzerverhalten zur Verbesserung der...
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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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Investment Product Manager
vor 2 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...
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Investment Product Manager
vor 8 Stunden
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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Business Risk Manager
Vor 6 Tagen
Geneva, Schweiz Pictet VollzeitYour team The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centers worldwide, and employs over 5,100 people. Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global...
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Assistant de Gestion
Vor 7 Tagen
Canton of Geneva, Schweiz PWM Vollzeit**Assistant de Gestion / Support RM - Wealth Management (H/F)** **Localisation : France** / **Suisse** **Contrat : CDI - 80% à 100%** Nous recherchons un **assistant de gestion / support RM** pour rejoindre une société suisse de gestion de patrimoine en pleine croissance. Le rôle est polyvalent : support de gestion, assistance aux Relationship...
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Investment Product Manager
vor 2 Wochen
Geneva, Schweiz Banque Lombard Odier & Cie SA VollzeitWer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir...
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Business Risk Manager
vor 2 Wochen
Geneva, Schweiz Pictet VollzeitYour team The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centers worldwide, and employs over 5,100 people. Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global...
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Business Risk Manager
Vor 7 Tagen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centers worldwide, and employs over 5,100 people. Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global...
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Junior Relationship Manager ITA
vor 2 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitFor one of our clients, we are looking for a Junior Relationship Manager ITA / ENG in 100% permanent contract and based in Geneva or Luxembourg. The collaborator will manage and develop the Italian and Swiss client book of the company.Junior Relationship Manager ITA / ENG 100% (m / f)Our client is a well-established Wealth & Asset Management company in...
