Wealth Manager
vor 12 Stunden
Financial Planner - SwitzerlandLocation: Geneva, SwitzerlandType: Full TimeA 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 (e.g., 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 (e.g., 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.Package Details- 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 (e.g., CISI, CII, LIBF), with costs covered.
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Private Wealth Manager
vor 12 Stunden
Eastern Switzerland Independent Resourcing Consultancy VollzeitPrivate Wealth Manager - SwitzerlandOur 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 company that...
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Business Consultant Wealth Manager
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Eastern Switzerland Infront VollzeitGeneral informationReferenceJob titleBusiness Consultant Wealth Manager (m/f/d)Contract type1 = fulltime - unlimitedAbout InfrontAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its...
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Private Wealth Management, FLOD Testing, Associate, Zurich
vor 12 Stunden
Eastern Switzerland Goldman Sachs VollzeitDescriptionOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk...
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Wealth Management, Operations, Client Onboarding
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Eastern Switzerland Goldman Sachs VollzeitDescriptionYOUR IMPACTAre you looking for a role where you can make an impact and grow your career? Are you a motivated, detail-oriented and a delivery-focused individual? If the answer to these questions is "yes" and you want to be in a role that provides you with an exciting front to back opportunity to see how a bank works, while at the same time being...
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Careers: Contract Manager Sales
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Eastern Switzerland Sulzer VollzeitContract Manager Sales - Technology & Licensing - Full-Time - Winterthur, Switzerland Sulzer offers you a wealth of opportunities to drive your career into the direction that you want, depending on your skills and interests. We invite you to apply if you are ready to take the next step. Sulzer is a leading engineering company with a proud heritage of...
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International Private Bank, Private Banker, Turkey
vor 13 Stunden
Eastern Switzerland JPMorganChase VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA 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...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA 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...
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International Private Bank, Private Banker, Qatar
vor 13 Stunden
Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA 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...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA 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...
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English | Deutsch
vor 12 Stunden
Eastern Switzerland Mevelin Ag VollzeitFor our client, an independent Swiss Asset Management Company with a FINMA license in the canton Zug, we are looking for:Relationship Manager East Europe & Central Asia (m/f) 100%Responsibilities:Develop existing and establishing new client relationships, utilising your experience of financial markets and in-depth knowledge of the wealth management...
