Director Wealth Management
vor 4 Stunden
About ForvestFounded in 1982, Forvest is a leading independent Swiss wealth manager with offices in Geneva and Zurich. The firm delivers comprehensive, integrated wealth management solutions to high-net-worth and ultra-high-net-worth clients globally, encompassing asset allocation, portfolio management, real estate, private equity, and legacy planning. Supported by institutional-grade research and an international network of experts, Forvest blends Swiss heritage with modern innovation to provide bespoke, confidential, and multi-generational wealth solutions.Role OverviewForvest is seeking an experienced Senior Wealth Manager in Zurich with an established HNWI/UHNWI client book and a strong client relationship and management track record. The role provides autonomy, access to advanced tools and global resources, and Work alongside top-tier specialists to craft sophisticated, multidimensional strategies that differentiate your offering. Compensation is performance-based, offering significant upside for high-performing wealth managers focused on delivering exceptional client outcomes and long-term portfolio growth.Key Responsibilities· Manage, service and expand your existing HNWI and UHNWI client relationships.· Design and execute personalized wealth management strategies, covering:-Financial and wealth planning-Investment management and asset allocation-Risk management and cash-flow planning-Succession, legacy, and generational planning· Build bespoke, institution-grade portfolios utilizing Forvest's research, tools, and access to both traditional and alternative investments, including private markets.· Analyze and manage investment portfolios with emphasis on diversification, return optimization and long-term wealth preservation.· Identify selective new business opportunities through an established professional network.· Ensure exceptional client service built on trust, continuity, and absolute discretion.Qualifications & Experience· A strong, portable client book with a proven record of long-term relationship management.· Deep expertise in:-Client relationships-Financial and wealth planning-Investment management and strategies-Portfolio construction, analysis, and risk management-Global financial markets and regulatory environments· Communication and interpersonal skills with the ability to build trust at the highest levels.· Entrepreneurial mindset with a commitment to excellence, ethics, and confidentiality.Your advantagesForvest offers an entrepreneurial, performance-driven environment with compensation tied directly to your success. You gain the freedom of a truly independent environment while benefiting from the long history of the group, its network, institutional-grade research, tools, and exclusive investment opportunities across global markets. As a prestigious Swiss brand with international reach, Forvest provides a trusted foundation for ambitious wealth managers seeking both autonomy and top-tier resources.
-
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 Schweizer Bank....
-
Wealth Management
vor 4 Stunden
Zurich, Schweiz Goldman Sachs VollzeitWe are looking to hire motivated Private Wealth Advisers to complement our very successful team of Advisors focused on the Swiss Domestic market. Goldman Sachs just celebrated its 50th anniversary in Switzerland and has a comprehensive offering of solutions and products delivered out of the Swiss Bank. Our strategy of building long term relationship with...
-
Wealth Management Business Consultant
vor 1 Woche
Zurich, Schweiz IESF AG VollzeitOur client is one of the biggest Swiss banks. To extend the onsite team in Zürich, we are looking for a skilled long-term Contractor for the role as Wealth Management Business Consultant. Tasks **Role Overview and Responsibilities**: - Asset & Wealth Management and Compliance Transformation Together with your team, you will focus on optimizing and...
-
Recruiter, Wealth Management
Vor 3 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Human Resources (HR) - Group Functions **Job Reference #** - 263689BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you like to meet new people every day? Are you ready to source, screen and hire the best talent for our bank? - We're looking for someone like you to: - be responsible for managing the end-to-end...
-
Zurich, Schweiz Marmot Invest AG VollzeitAs an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...
-
Strategic Recruiter HR Wealth Management
vor 2 Wochen
Zurich, Schweiz Bank Vontobel VollzeitBank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Strategic Recruiter HR Wealth Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276496BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a true networker who loves to talk to potential clients? - Do you have a strong track record in advising and sales? Can you close a deal? - Then the Wealth...
-
Relationship Manager Wealth Management
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Western Switzerland, Switzerland - Zürich - Business development, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276329BR **City** - Carouge, Zürich **Job Type** - Full Time **Your role** - Are you a people person? Are you passionate about financial markets? Do you know how to grow a business?...
-
Digital Client Experience in Wealth Management
vor 1 Woche
Zurich, Schweiz Vontobel VollzeitYour opportunity Design und Entwicklung digitaler Kunden-Journeys und Prozesse für Wealth Management Kunden Verstehen von Kundenbedürfnissen und Finden kreativer und umsetzbarer Ideen dafür Direktes Interagieren und Zusammenarbeiten mit Kunden, internen Benutzern und Kollegen/innen diverser Einheiten wie z.B. Kundenberatern, Marketing Experten, Full...
-
Wealth Manager
vor 4 Stunden
Zurich, Schweiz Forvest VollzeitAbout ForvestFounded in 1982, Forvest is a leading Swiss independent wealth manager with offices in Geneva and Zurich. We specialize in integrated wealth management for HNWI and UHNWI clients worldwide, offering services across asset allocation, portfolio management, real estate, private equity, and legacy planning. Supported by institutional-grade research...
