Private Wealth Manager
vor 14 Stunden
Private 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 offers many attractive, low-cost investment solutions with the clients best interests at its core.Role Overview:The selection process has begun, and our client is seeking a UK or equivalent qualified Financial Advisor with offshore experience. The successful candidate will be based in Switzerland. Only experienced and ethical advisors will be considered, to align with the company's core values. Experience advising expatriate clients in the areas of investment and pension transfers is essential. Candidates not meeting these requirements will not be considered.Key Responsibilities:- Provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.- Uphold the firms ethical standards and core values in all client interactions.- Leverage lead generation opportunities provided from the outset.- After completing the probation period, work with a dedicated Business Development Manager (BDM) to further enhance client acquisition and service.Qualifications:- UK or equivalent financial advisory qualification.- Extensive offshore experience.- Proven track record of advising expatriate clients on investment and pension transfers.- Strong ethical standards and alignment with the firms core values.- Transferable client book with a substantial AUM.Benefits- Favorable Commission and AMC splits.- Negotiable Monthly Retainer Support.- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.Application Process:If you are an experienced and ethical Financial Advisor with a transferable client book and AUM, ready to take the next step in your career, we invite you to apply. Please submit your CV and cover letter, highlighting your suitability for the role and your career aspirations.Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.Package Details- Favorable Commission and AMC splits.- Negotiable Monthly Retainer Support.- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.
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Wealth Management
vor 14 Stunden
Eastern Switzerland Goldman Sachs VollzeitDescriptionWe 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...
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Business Consultant Wealth Manager
vor 14 Stunden
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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International Private Bank, Private Banker, Qatar
vor 14 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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International Private Bank, Private Banker, Turkey
vor 14 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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Private Wealth Management, FLOD Testing, Associate, Zurich
vor 14 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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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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Eastern Switzerland JPMorganChase VollzeitDescriptionThis is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's MENAT 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...
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Eastern Switzerland JPMorganChase VollzeitDescriptionThis 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...
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Eastern Switzerland Description This VollzeitDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the Swiss market 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...
