Zurich: Investment Solutions Client Lead

pOpterra Solutions, Inc. seeks a Client Partner to lead high-value client relationships and drive tailored consulting solutions in a full-time, on-site role based in the Zürich Metropolitan Area. /ppYou will manage sales efforts, oversee project delivery, and act as a trusted advisor, delivering strategic value and growth for diverse clients in Professional...

A leading cryptocurrency infrastructure company is looking for a Delivery Project Manager to oversee client solutions in Switzerland. This role involves executing delivery activities, managing project workstreams, and collaborating with cross-functional teams. Ideal candidates have 5–7 years of relevant experience in a regulated environment and strong...

Vontobel Asset Management, Inc. is seeking a Relationship Manager for their EAM desk in Zurich. You will take over an existing client portfolio, develop new connections and acquire business from current clients, and act as a trusted advisor who recommends multi-product solutions.The role requires five+ years of Relationship Manager experience, a finance or...

ppReal Estate Financing Solutions, based in Zurich, is the Center of Excellence for mortgages and real estate financing and is centrally responsible for this business area across the entire Private Clients Unit. The mortgage business is an integral part of the bank’s holistic advisory approach for high-net-worth private clients, complementing its existing...

pFunk Gruppe AG in Zürich sucht per 1. März 2027 eine/n Bereichsleiter/in Property Casualty (m/w/d) zur Führung des PC-Teams und Betreuung namhafter Kunden weltweit. /ppSie gestalten den Bereich aktiv mit, sichern Prozesse und Profitabilität und arbeiten eng mit Versicherungsgesellschaften zusammen. Sie verfügen über langjährige Führungserfahrung im...

ph3Strategic Business Development Key Clients Family Offices - DACH /h3pAre you passionate about building strong relationships and driving strategic growth? Join our dynamic Key Clients Family Office team in Zurich, where you’ll work closely with high-profile individuals and family offices to create impactful solutions that support their complex...

pHoulihan Lokey in Zurich is seeking a Vice President to lead and manage MA Transactions within the Healthcare team. You will develop and review financial models, coordinate due diligence, and prepare confidential information memoranda and client presentations. /ppYou will mentor junior analysts, build client relationships, and play a central role in pitches...

pAIX Group AG in Zurich is seeking a highly experienced Head of International Client Relations to lead and transform our international client engagement. The role requires strong leadership, deep understanding of investments and financial products, and excellence in cross-border relationship management. /ppYou will coordinate between Zurich and Dubai...

h3Product Client Solutions Specialist (Evergreens) /h3 pbDescription /b /p pThe Product and Client Solutions (PACS) team acts as a key linkage between the private markets investment management teams and relationship managers in driving LGT CP's fundraises and customized client solutions. The role's responsibilities include defining go-to-market strategies,...