client advisory

Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and...

Aldrich CPAs and Advisors is seeking a Tax Manager to collaborate with clients across industries, delivering strategic tax guidance with partner oversight. This is a full-time, hybrid role that can be based in one of our local offices or work remotely in approved states.You will lead client service, relationship management, and tax planning initiatives. The...

pAvanta ist ein führendes Beratungsunternehmen mit Standorten in Zürich, Zug und Baar. Wir suchen eine Managerin / einen Manager Accounting Financial Consulting (80 - 100%) in Zürich, die nationale und internationale Mandate führt und eng mit Kunden zusammenarbeitet. /ppSie bringen eine abgeschlossene Ausbildung im Finanz- oder Rechnungswesen sowie...

A leading global investment firm in Switzerland seeks a Business Development Professional in Private Wealth Management. This role involves supporting wealth management strategies, conducting financial analysis, and building client relationships. Candidates should have a Bachelor's degree and 2-4 years of financial services experience, along with fluency in...

pManagement Science Associates, Inc. in Geneva seeks a RM Assistant to support a Private Banking team. You will handle account openings/closures, client reporting, and daily communications to keep clients informed about performance and outlook. /ppThe role emphasizes accuracy, data quality in CRM, and coordination of mandates, reports, and presentations. A...

pPricewaterhouseCoopers Schweiz in Lugano is seeking a Tax Consultant to lead Swiss tax advisory and compliance engagements. You will act as a trusted advisor for clients and guide junior team members while contributing to the growth of the practice. /ppIdeal candidates will have a Swiss Certified Tax Expert qualification or equivalent and strong experience...

pJobtailor seeks an experienced SAP FI/CO consultant to drive client advisory on S/4HANA Finance projects in Switzerland. You will lead workshops, tailor configurations, and document solutions from analysis through go-live. /ppThe role emphasizes strong CO knowledge, collaboration across teams, and contribution to transformation programs and pre-sales....

pVontobel Holding AG in Zurich is seeking an experienced Business Engineer to own the Digital Meeting and Holistic Advice applications used by client advisors. You will translate needs into user stories, work with developers, and run UAT with data-driven adoption analysis. /ppYou will collaborate across UX, CRM/CLM and related teams to deliver seamless...

Du entwickelst die Arbeitsweise unserer Beratung weiter. Gemeinsam mit Beraterinnen, Beratern und Fachspezialisten baust Du AI-gestützte Prozesse, die Informationen zusammenführen, Chancen erkennen und die Qualität jeder Kundeninteraktion erhöhen. Die fachliche Verantwortung bleibt beim Menschen. Deine Aufgabe ist es, AI so in den...

Advisory Excellence Manager AI & Client SolutionsJob BeschreibungDu entwickelst die Arbeitsweise unserer Beratung weiter. Gemeinsam mit Beraterinnen, Beratern und Fachspezialisten baust Du AI-gestützte Prozesse, die Informationen zusammenführen, Chancen erkennen und die Qualität jeder Kundeninteraktion erhöhen. Die fachliche Verantwortung bleibt beim...

Advisory Excellence Manager AI & Client SolutionsJob BeschreibungDu entwickelst die Arbeitsweise unserer Beratung weiter. Gemeinsam mit Beraterinnen, Beratern und Fachspezialisten baust Du AI-gestützte Prozesse, die Informationen zusammenführen, Chancen erkennen und die Qualität jeder Kundeninteraktion erhöhen. Die fachliche Verantwortung bleibt beim...

ppbJoin us on our exciting journey! /b IQVIA™ is The Human Data Science Company™, focused on using data and science to help healthcare clients find better solutions for their patients. Formed through the merger of IMS Health and Quintiles, IQVIA offers a broad range of solutions that harness advances in healthcare information, technology, analytics, and...

Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) is a fully owned subsidiary of Banque Internationale à Luxembourg SA (BIL), the oldest private bank in the Grand Duchy. BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families, with offices in Zurich, Geneva and Lugano. The...

Vontobel Holding AG in Zürich sucht eine Leitung für Real Estate Financing Solutions. Als Head tragen Sie die Verantwortung für Aufbau und Weiterentwicklung von Financing Advisory & Structuring und arbeiten eng mit dem Private Clients Unit zusammen, um Hypotheken und Immobilienfinanzierungen zu optimieren.Sie beraten vermögende Privatkunden, entwickeln...

ppb Job description /b /p /p bWe proudly offer  /bliA safe workplace with zero tolerance for harassment.  /liliOpen environments where people are free to be themselves.  /liliAn inclusive community that believes in respect and merit. /libLocation:  /bZurich, Basel, GenevabWorking time percentage: /b 80% - 100%bYou bring ambition, we provide...

ppb Job description /b /p /p bWe proudly offer  /bliA safe workplace with zero tolerance for harassment.  /liliOpen environments where people are free to be themselves.  /liliAn inclusive community that believes in respect and merit. /libLocation:  /bZurich, Basel, GenevabWorking time percentage: /b 80% - 100%bYou bring ambition, we provide...

ppb Job description /b /p /p bWe proudly offer  /bliA safe workplace with zero tolerance for harassment.  /liliOpen environments where people are free to be themselves.  /liliAn inclusive community that believes in respect and merit. /libLocation:  /bZurich, Basel, GenevabWorking time percentage: /b 80% - 100%bYou bring ambition, we provide...

pVontobel Holding AG in Zürich sucht eine/n Head Real Estate Financing Solutions, der/die die zentrale Kompetenz für Hypotheken und Immobilienfinanzierungen innerhalb der Private Clients Unit leitet. Sie bauen Financing Advisory Structuring auf und unterstützen Kundenberater bei der Beratung vermögender Privatkunden in allen Hypothekenfragen. /ppSie...

pUBS in Zurich seeks a Director of Sanctions Advisory to act as a trusted subject matter expert, turning complex regimes into clear guidance. You will lead the assessment of client transactions with deep knowledge of U.S. regulator expectations and evolving sanctions regimes. /ppThe role requires coordinating across Compliance, Operational Risk, and business...

Associate Director- Industry AdvisoryReady to turn bold ideas into real-world impact? At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology...