Independent Asset Management
Vor 7 Tagen
Toledo Capital AG is a multi-family office established in 2010, located in the heart of Zurich. We are FINMA licensed and offer comprehensive and customized wealth management services. These include family office services for high net worth individuals and families worldwide. - Are you concerned about the regulatory and administrative future of your independent asset management business? Would you like to - Continue to be active in an entrepreneurial and customer-oriented manner, as well as continue your activities under a solid umbrella? - Find a solution in a dynamic and professional cooperation prepared for future challenges? - Be supported by a strong partner in handling regulatory and administrative matters? - Have access to a service platform that allows you to work more cost-efficiently? We offer - A state-of-the-art digital platform (incl. CRM tool) for modern and transparent customer care (wealth monitoring, wealth controlling) - Know-how and administrative support by an experienced support team (incl. compliance) - The ability to access portfolio management and full securities services - Exclusive access to independently certified "best-in-class" asset managers - Unique investment opportunities in real estate through our Real Estate Investment Boutique - Expertise in wealth planning with solutions for corporations / insurance companies / trusts, as well as KYC and access to our strong network - Access to leading technology companies through our independent innovation department - Beautiful offices in a central location Are you interested in a partnership or are you looking for a flexible succession solution? Arrange an appointment with our managing director Mr. Uri Krausz. We guarantee full discretion.
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Backoffice Asset Management
vor 2 Wochen
Zurich, Schweiz Asset Management Firm VollzeitWe are working on behalf of a leading Asset Management Company who is looking for proactive and highly competent clerk to take care of all back-office tasks. **About the Role**: - Management of daily administrative tasks, customer correspondence and maintain an accurate reflection of client activity - Assisting various shareholders and partner companies...
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New Business
vor 1 Woche
Zurich, Schweiz ThomasLloyd Global Asset Management Vollzeit**Who We Are** ThomasLloyd is a leading independent asset manager and impact investor with first-hand experience in managing complex infrastructure projects in high growth and emerging markets across the full project lifecycle. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company has raised over...
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Client Relationship Manager Assistant
vor 2 Wochen
Zurich, Schweiz Pictet VollzeitCritères de l'offre **L'entreprise**: Pictet Pictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset-servicing value chain, and our range of bespoke solutions includes value-adding analytics, trading strategy support and digital...
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Tax Manager Asset Management Investments
Vor 2 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is an international bank in Zurich. We are looking for a professional (m, w, d) with asset management experience as Tax Manager Asset Management Investments Aufgaben Managing tax activities in the investment fund business / Interfaces with fund administration, sales and product development, the custodian banks and external law firms /...
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Fund Controller Asset Management
vor 2 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank. We are looking for a Controller (m, f, d) with Asset Management experiance as a Fund Controller Asset Management Aufgaben Operational controlling of fund-of-funds mandates / Controlling of special purpose entities with regard to accounting, reporting and cash management / Maintaining client relations at the interfaces with investors,...
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Associate, Client Support, Financial
vor 1 Woche
Zurich, Schweiz ThomasLloyd Global Asset Management Vollzeit**Who We Are** ThomasLloyd is a leading independent asset manager and impact investor with first-hand experience in managing complex infrastructure projects in high growth and emerging markets across the full project lifecycle. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company has raised over...
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Audit Manager Asset Management
Vor 7 Tagen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Bank in Zürich....
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Legal Counsel Asset Management
Vor 7 Tagen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das Asset Management...
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Investment Controller Asset Management
vor 1 Woche
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a Bank in Zurich. We are looking for a financial controller (m, f, d) as a Investment Controller Asset Management Aufgaben Responsible for implementing enhancements to the current framework / Gathering data from identified information sources / Coordinating with internal support functions, as well as external service...
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Risikomanager Risk-framework Asset Management
Vor 4 Tagen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das Asset Management...
