wealth management associate

UNION BANCAIRE PRIVÉE, UBP SA in Zurich is seeking a Wealth Management Assistant to support relationship managers and serve clients in a fast-paced, client-centric environment. This role focuses on assisting with onboarding, documentation, and coordinating client interactions.You will handle AML/KYC updates, prepare meeting materials, and maintain records...

h3Privatkundenberater:in Wealth Management (m/w/d) /h3h3Sie beraten unsere Kundinnen und Kunden rund um Anlagen, Finanzierungen und Finanzplanungen - persönlich, kompetent und auf Augenhöhe. /h3pVoll- oder Teilzeit, 80% - 100% Nach Vereinbarung Bern Berufserfahren /ppSie sind erfolgreich in der ganzheitlichen Beratung? Sie pflegen vertrauenswürdige und...

Privatkundenberater:in Wealth Management (m/w/d) Privatkundenberater:in Wealth Management (m/w/d) Privatkundenberater:in Wealth Management (m/w/d) Sie beraten unsere Kundinnen und Kunden rund um Anlagen, Finanzierungen und Finanzplanungen - persönlich, kompetent und auf Augenhöhe. Voll- oder Teilzeit, 80% - 100% Nach Vereinbarung ...

AlTi Tiedemann Global in Zurich seeks a Client Service Support to join our Client Operations team on a permanent, full-time basis. The role provides hands-on exposure to wealth management operations and supports Relationship Managers in delivering high-quality client service across the client lifecycle.Key duties include office administration, client data...

pSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net...

Wealth Management Relationship ManagerGeneva 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 commercially...

ppLine of Service Advisory Industry/Sector FS X-Sector Specialism Banking Finance Management Level Senior Manager Job Description Summary /ph3Your impact /h3pJoin PwC’s Financial Services Strategy Transformation practice in Zurich and advise leading Wealth Managers, Asset Managers, Private Banks, Family Offices and other Financial Services institutions...

Schöpfer AG in Luzern sucht eine engagierte Assistenz im Wealth Management (50–100%). Sie arbeiten eng mit der Geschäftsleitung und dem Management zusammen und übernehmen administrative, organisatorische sowie kontoadministrative Aufgaben in einem FINMA-regulierten Umfeld.Sie bringen eine kaufmännische Ausbildung oder vergleichbare Qualifikation mit...

Senior Kundenberater/in Wealth Management (m/w/d) Senior Kundenberater/in Wealth Management (m/w/d) Ihre Aufgabengebiete:Professionelle eigenverantwortliche Beratung und Betreuung eines bestehenden KundenportfoliosAktive Akquisition neuer Kunden und Ausbau bestehender Kundenbeziehungen und Kooperationspartnern sowie Pflege und Weiterentwicklung des eigenen...

ph3Senior Manager - Wealth Management / Asset Management Consulting /h3 ul liJoin PwC's Financial Services Strategy Transformation practice in Zurich and advise leading Wealth Managers, Asset Managers, Private Banks, Family Offices and other Financial Services institutions on their strategic and transformation priorities. /li liAct as a trusted advisor to...

pDeutsche Bank AG Wealth Management seeks a Relationship Manager to acquire and grow HNW/UHNW client relationships in Switzerland, focusing on cross‑selling and holistic wealth solutions. You will work with Investment Managers to plan and service clients, ensuring high standards and regulatory compliance. /ppThe role requires deep knowledge of the Swiss...

pDC Bank in Bern sucht eine/n Privatkundenberater:in Wealth Management (m/w/d) in Voll- oder Teilzeit. Der Job umfasst 80%–100% Einsatz, nach Vereinbarung, am Standort Bern. Sie betreuen ein anspruchsvolles Privatkundenportfolio rund um Anlagen, Finanzierung und Vorsorge und entwickeln es kontinuierlich weiter. /ppSie bringen mehrjährige...

pMercer Investment Solutions is seeking a senior business development professional to drive AuM and revenue growth across Europe within Wealth Management and Financial Intermediaries. You will build relationships, lead commercial sales, and expand partnerships with private banks and wealth managers. /ppThe role offers a hybrid working model with flexible...

h3Job Info /h3 ul liJob Identification 1625 /li liJob Category WEALTH MANAGEMENT /li liPosting Date 09/28/2026, 01:43 PM /li liDegree Level High School Graduate /li liJob Schedule Full time /li liContract Type Permanent /li /ul h3Job Description /h3 pWithin our Wealth Management division, you will join our bWealth Management - Turkey Team /b in Zurich,...

Deutsche Bank AG in Geneva is seeking a seasoned Relationship Manager to serve Swiss UHNWIs, family offices and entrepreneurs. You will acquire new clients, expand assets under management and coordinate with Investment Managers to deliver integrated wealth solutions.The role requires deep knowledge of Swiss private banking, excellent communication, and the...

Im Auftrag unseres Mandanten – einem etablierten Unternehmen im Finanzbereich im Raum Luzern – suchen wir zur Verstärkung des Teams eine engagierte Persönlichkeit als Assistant Wealth Management (50–100 %). Ihre Vorteile Verantwortungsvolle und abwechslungsreiche Tätigkeit in einem etablierten FINMA-regulierten Unternehmen Direkte Zusammenarbeit...

pThe Swiss School for International Relations is seeking a dedicated Lecturer in International Investments and Wealth Management to develop and deliver core courses for its Bachelor program. This role will involve creating engaging learning environments and continuously improving the finance curriculum. /ppThe ideal candidate will hold a PhD in Finance or...

Die Zuger Kantonalbank sucht eine Projektleiterin Unternehmensentwicklung, die das Event-Portfolio weiterentwickelt und hochwertige Kundenerlebnisse plant. Sie koordiniert Schlüsselanlässe entlang der Customer Journey, entwickelt Leitideen und Dramaturgie, berät interne Stakeholder und koppelt Image- mit Vertriebszielen.Flexibles Arbeiten und eine...

ph3Job Description Summary /h3pFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...

pHarbourVest Partners in Zurich is seeking an Associate to support the Global Private Wealth – Investor Relations Team across the DACH region. The role focuses on fundraising, client engagement, and market development. /ppYou will collaborate with wealth product management and firm-wide teams to win new clients and service existing ones. English fluency is...