Berater Wealth Management

Job DescriptionWe seek a highly skilled and experienced Wealth Management Consultant to manage a loyal book of clients.Your primary focus will be on building strong relationships, delivering exceptional service, and driving revenue growth through strategic partnerships and business development.

Client Relationships & Business DevelopmentWe are seeking a Senior Client Relationship Manager to develop and maintain strong relationships with key decision-makers in the wealth management sector in Switzerland. In this role, you will be responsible for identifying business opportunities, developing and executing a comprehensive business development plan,...

Altus Search Ltd is seeking a talented Wealth Management Expert to manage a portfolio of high net-worth clients. As a Wealth Management Expert, you will be responsible for developing and implementing comprehensive financial plans to help clients achieve their goals.Key Responsibilities:Analyze client data and develop customized financial plans to meet their...

We are looking for a skilled Wealth Management Director to lead our private banking efforts at Altus Search Ltd. The successful candidate will be responsible for managing a team of private banking professionals and developing strategies to attract new clients and grow revenue.Key Skills and Qualifications:A deep understanding of the private banking and...

Join Our TeamWe are looking for experienced private bankers or asset managers to join our team as Business Development Executives.This is an exciting opportunity for professionals who want to leverage their expertise and build a successful career in business development.Key ResponsibilitiesIdentify and pursue new business opportunities through referrals and...

Company OverviewSang Zarrin is a renowned Multi-Family Office, catering to the needs of entrepreneurs, ultra-high net worth individuals, single family offices, and institutions. Our client values innovation, entrepreneurial spirit, and exceptional wealth management services.Job DescriptionWe are actively searching for Senior Private Bankers at the...

Wealth Management für West- und Zentraleuropa Schweizer Privatbank mit Multi Family Office Unsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt...

Wealth Management für West- und ZentraleuropaSchweizer Privatbank mit Multi Family OfficeUnsere Klientin ist eine kleinere, erfolgreiche und unabhängige Schweizer Privatbank in Zürich. Kerngeschäft ist das nationale Vermögensverwaltungsgeschäft für anspruchsvolle, wohlhabende Privatkunden und institutionelle Investoren. Die Bank bietet - gestützt auf...

Our Client">A multi-family office seeking talented professionals to provide bespoke investment advisory services to entrepreneurs, ultra-high net worth individuals, single family offices, and institutions.">The Opportunity">As a Senior Private Banker, you will join an innovative team and help shape the future of wealth management, focusing on the growth in...

Investec Wealth & Investment is seeking a skilled relationship manager to drive business growth and deliver exceptional client service. As a Private Banker, you will play a pivotal role in managing and nurturing relationships with existing clients and external partners.The successful candidate will possess strong analytical skills, attention to detail, and...

FINDERS SA seeks a Wealth Management Specialist to develop and maintain relationships with high-net-worth clients in the cross-border markets segment.Job Description :Develop and manage client portfolios, focusing on cross-border markets.Provide tailored financial and investment solutions to clients.Acquire new clients and assets through networking and...

Company OverviewWe are Edwards Wealth Management AG, a leading wealth management firm dedicated to providing expert advice and tailored solutions to our clients.We pride ourselves on our independence, flexibility, and strategic support, making us an attractive platform for experienced private bankers and asset managers seeking a new opportunity.

Job SummaryWe are seeking an experienced Financial Planning Expert to join our team. The ideal candidate will have a strong background in financial planning, investments, and wealth management, with excellent communication and interpersonal skills.

We are seeking a skilled Onboarding Specialist to join our team at Legal Minds AG in Zurich. The ideal candidate will have experience managing client information, conducting the KYC process, and collaborating with clients and internal teams.The successful candidate will possess fluency in English, a proactive and independent working style, and at least 5...

At Helvetic Trust AG, we stand for discretion, expertise, and tailored solutions in the personalised service of high-net-worth individuals.We are seeking an Account Manager to support the Senior Partner in the day-to-day servicing of our clients. You will play a key role in preparing reports and handling administrative tasks to ensure that the Senior Partner...

The Role of a Client Relationship Manager at Brookfield Oaktree Wealth Solutions involves building and maintaining strong relationships with clients across the wealth management sector in Switzerland. This requires excellent communication skills, a deep understanding of the financial industry, and the ability to identify and capitalize on business...

Job OverviewWe are seeking an experienced Wealth Management Professional to join our team in Switzerland. As a High Net Worth Client Advisor, you will be responsible for managing and expanding long-term client relationships in the high-end private banking segment, focusing on the Swiss market.About Our ClientThe bank is a leading international private...

RequirementsBachelor / Master's degree in Finance, Economics, Engineering, or similar.At least 3 years of banking or consulting experience with a focus on wealth and asset management.Solid understanding of the value chain in wealth and/or asset management.

We are seeking a highly skilled Wealth Management Associate to join our team at Schroders Recruitment. As a Wealth Management Associate, you will be responsible for providing exceptional client service, including preparing and executing investments into private equity, preparing bespoke and ad-hoc reporting using data analysis tools like Power BI, and...

Join us as a Private Wealth Management Expert and take advantage of this unique opportunity to work with one of the leading companies in the industry.This role involves collaborating with our experienced team to design and develop innovative software solutions for private wealth management.The ideal candidate will have Avaloq Certification or Swiss Banking...