Wealth Manager
vor 1 Tag
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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Private Wealth Manager
vor 1 Tag
Geneva, Schweiz Independent Resourcing Consultancy VollzeitJob 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...
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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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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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Pricing Manager
vor 3 Wochen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team Pictet Wealth Management combines more than 220 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services. You will be part of a stimulating work...
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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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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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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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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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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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Assistant de Gestion
vor 2 Wochen
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...
