Wealth Planning

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...

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...

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...

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

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,...

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...

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...

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s Swiss 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 constantly challenge...

If you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families.Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We...

If you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families. Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We...

2025 Off-cycle Internship– GWM CIO Retirement & Public Policy ResearchInterested in working in finance, specifically as a wealth management professional serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world’s top financial institutions?We’re looking for...

2025 Off-cycle Internship– GWM CIO Retirement & Public Policy ResearchInterested in working in finance, specifically as a wealth management professional serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world’s top financial institutions?We’re looking for...

2025 Off-cycle Internship– GWM CIO Retirement & Public Policy ResearchInterested in working in finance, specifically as a wealth management professional serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world’s top financial institutions?We’re looking for...

Location: Switzerland - ZürichDepartment: Business management, administration and support, ResearchBusiness Unit: Global Wealth ManagementJob Reference #: 309622BRCity: ZürichType: Intern Analyst (Pipeline)Your role:Interested in working in finance, specifically as a wealth management professional serving clients, but not sure where to start? Do you want...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with high-net-worth British clients, understanding their financial needs and objectives. Portfolio Management: Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions. Financial Advisory: Provide expert...

**JOB DESCRIPTION** This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s Swiss 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...

At 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. The head of Securities Transfers is responsible for the flawless operation of daily business processing. The transformation...

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. As a Private...

At 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. **YOUR CHALLENGE**: - Delivery Environment Management (DEM) is responsible for the global system test environments...