Aktuelle Jobs im Zusammenhang mit Senior Wealth Planner - genève - Banque Pictet & Cie SA
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Business Manager
Vor 7 Tagen
Genève, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS Vollzeit**BUSINESS MANAGER - WEALTH MANAGEMENT** - Location: Geneva | Start date: Immediate | Activity rate: 100% **About BCP** Established in 1963 as a Swiss Bank, BCP segments its activities into two well-established core businesses: Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP enjoys a solid reputation...
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Genève, Schweiz Barclays Vollzeit**Date live**: **09/05/2025** **Business Area**: **See job description** **Area of Expertise**: **Early Careers** **Contract**: **Graduate** **Reference Code**: **JR-0000070819** **Graduate Programme Overview** **Why the Private Bank & Wealth Management Graduate Programme?** Our two-year Explorer programme develops your understanding and expertise...
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Genève, Schweiz Barclays Vollzeit**Graduate Programme Overview** **Why the Private Bank & Wealth Management Graduate Programme?** Our two-year Explorer programme develops your understanding and expertise through a deep exploration of three vital areas: Product, Strategy/Business Management and Relationship Management. You’ll gain international exposure to our business and build a close...
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Genève, Schweiz Barclays Vollzeit**Date live**: **09/05/2025** **Business Area**: **See job description** **Area of Expertise**: **Early Careers** **Contract**: **Intern** **Reference Code**: **JR-0000070793** **Off-Cycle Internship Overview** Join us on an off cycle internship for 3-6 months working within our Investment Banking, Markets, Corporate Banking or Quantitative Analytics...
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Assemblies Affairs and Meetings Planner
Vor 2 Tagen
Genève, Schweiz World Intellectual Property Organization VollzeitDiplomatic Engagement and Assemblies Affairs Division, Sector of the Director General Grade - P2 Contract Duration - 1 year Duty Station : CH-Geneva Publication Date : 10-Dec-2024 Application Deadline : 24-Dec-2024, 4:59:00 PM **1.**Organizational Context** a. **Organizational Setting** The position is located at the Diplomatic Engagement and...
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Investment Advisor 100%
vor 2 Wochen
Genève, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. As an Investment Advisor, you will play a pivotal role in driving investment excellence and client satisfaction. Acting as...
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Senior Investor Relations for Private Assets
vor 3 Wochen
Genève GE, 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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Senior Private Assets Client Services Specialist
vor 3 Wochen
Genève GE, Schweiz WhatJobs 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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Departmental Assistant
vor 1 Woche
Genève, Schweiz TotalEnergies VollzeitPays - Suisse - Ville - GENEVE - Lieu de travail - GENEVE-WTC1(CHE) - Société employeur - TotalEnergies Gas & Power Ltd - Domaine - Assistance / Secrétariat - Type de contrat - CDI - Expérience - Moins de 3 ans **Contexte et environnement***: The role operates within the Trading Administration team servicing a fast paced open plan energy trading...
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Genève, Schweiz JPMorganChase Vollzeit**JOB DESCRIPTION** As an Investor in the UHNW LatAm South team in Geneva, you would lead in communicating market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product...
Senior Wealth Planner
vor 2 Wochen
Your 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 Wealth Planner for its Wealth Solutions unit in Geneva. As a member of our Geneva-based Wealth Planning team, you will cover The UK. You will help bankers and their clients/prospects manage tax and legal issues concerning their private wealth and ensure client satisfaction with tailor-made solutions. This role requires you to draw on your own expertise as well as on that of external specialists. You will also follow a strategic business development approach. Your role Guide bankers and clients on personal taxation, relocation, residential real estate investment, succession planning and wealth structuring (private investment companies, trusts, foundations, private funds, life insurance contracts,) and other legal matters. Draw on internal wealth planning expertise (for questions pertaining to other markets) and your external network and co-ordinate legal and tax issues. Perform the job in a complex environment where you will be required to analyse, summarise and interpret several options to enable you to propose pragmatic solutions. Monitor the main tax/wealth structuring/legal developments for the jurisdictions covered (e.g. tax & legal watch, cross-border rules, etc.), and keep both clients and bankers informed of opportunities and risks in these domains (through internal communications, client publications, presentations, workshops, etc.). Share knowledge and experience with the other wealth planners by playing an active role at team meetings and actively contribute to overall team projects. Develop and maintain a network of trusted third-party advisors, notaries, fiduciaries and trust companies and co-ordinate the use of advisors where required. Keep abreast of any developments with tax, legal or regulatory rules that have an impact on WP team activities as well as with internal directives, attending mandatory training sessions and complying with such rules. Ensure cooperation and alignment with the activities of Wealth Solutions and act as an ambassador for the unit. Your profile University degree in Law or Economics, or a qualification deemed equivalent. At least 10 years' prior experience in private client work/wealth planning, e.g. in a law firm, big four firm or
