wealth

Savair is a modern, technology-first multi-family office based in Zurich, with a satellite office in Amsterdam. Founded in 2023, we support European entrepreneurs and families through liquidity events, complex multi-jurisdictional structures, and long-term wealth management — combining deep expertise in investments, tax planning, and family...

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200...

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and...

Are you an experienced professional seeking a role that blends administrative responsibilities with investment expertise? We are a well-established growing wealth management company located at Rue du Rhône in Geneva, looking for an investment advisor/ analyst with an all-rounder mindset to join our friendly team. What You Will Do Oversee and execute...

Within our Wealth Management division, you will join our Wealth Management - Eastern Europe Team in Zurich, which is in charge of substantial international client relationships, providing superior quality level of banking services. The Team is composed of experienced Relationship Managers, Advisors and Assistants. Contribute to the Team success by assisting...

OUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with ultra-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...

Senior Relationship Manager / Co-Partner (Teilzeit / Hybrid möglich) gesucht in Zürich Möchten Sie Ihre Erfahrung im Wealth Management in einer Rolle einsetzen, die sowohl unternehmerisch als auch sinnstiftend ist? Bei Marmot begleiten wir Frauen und Familien auf dem Weg zu finanzieller Klarheit, langfristiger Vermögensbildung und finanzieller...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Join Julius Baer's Control Framework & Risk Advisory team in Global Products & Solutions (GPS) as a Wealth Planning...

Join Marmot Finance, a boutique Swiss wealth manager with a mission to empower and inspire women to achieve financial freedom. We specialize in wealth management tailored to high-net-worth women and their families, underpinned by a philosophy of cost-effective, risk-managed investing focsused on life and financial goals. This is an exciting opportunity to...

Job Description A leading Swiss private bank is seeking a Senior Wealth Planner to advise UHNW clients on complex cross-border wealth, succession, and estate planning matters, with a primary focus on Switzerland and international private clients. Responsibilities Provide wealth planning advice to private clients and family offices, with a focus on...

Du begleitest anspruchsvolle Kundinnen und Kunden bei komplexen finanziellen Entscheidungen und entwickelst aus einer ganzheitlichen Analyse klare, tragfähige Entscheidungsgrundlagen. Im Zentrum steht die Verbindung von Vermögen, Vorsorge, Steuern, Immobilien, Finanzierung, Erbrecht und Liquidität zu einem belastbaren Gesamtbild. Die Rolle ist...

DescriptionOUR IMPACT Private 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...

DescriptionOUR IMPACT Private 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...

Company DescriptionBuilding the bank of tomorrow takes more than skills.  It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to...

Head of Wealth Planning Geneva, Switzerland | Full-Time | Swiss Private Bank Agius & Partners SA is exclusively mandated by a well-established and entrepreneurial Swiss private bank to recruit a Head of Wealth Planning based in Geneva. Our client is a highly respected Swiss private banking institution with a strong heritage in bespoke wealth advisory,...

Wealth Management Relationship Manager Geneva or Zug, Switzerland (Hybrid) Are you an entrepreneurial Relationship Manager or Private Banker with an established network of HNW/UHNW clients? We are currently supporting a highly respected and fast-growing Swiss wealth management firm that is looking to expand its Wealth Management business by hiring...

Senior Private Banker – Latin American Markets Location: Geneva or Zurich, Switzerland Some relationships span generations. Your platform should be built for the same horizon. Private banking across Latin America has always been defined by trust, continuity and personal relationships. The most successful advisers become trusted confidants to...

Who we are We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency...

DescriptionPRIVATE WEALTH MANAGEMENT (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn...

Senior Private Banker | International Markets | UHNW Wealth Management Opportunity Leadership Shapes Careers The most significant career moves in private banking are rarely advertised. They begin with a confidential conversation. DES Capital has been exclusively mandated by leading private banking institutions to identify senior private bankers capable of...