wealth manager

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...

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...

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...

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...

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...

Shape the future. Yours and ours.Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an exciting prospect: at Swiss Life you will be able to deploy your individual talents and expertise in a stimulating and flexible work...

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...

IN A NUTSHELLMit deinem fundierten Verständnis von Investmentprozessen, Anlageklassen und Accounting unterstützt du unsere Kund:innen dabei, komplexe Vermögen strukturiert, konsolidiert und revisionssicher auf unserer Plattform abzubilden und auszuwerten. Du berätst zu fachlichen und prozessualen Fragestellungen, analysierst individuelle Anforderungen...

Company Description At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions, and manage the risk and lifecycle of investments. Moreover, Evooq is organized with a flat structure, fostering highly...

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

About the Opportunity Job Type: Permanent Application Deadline: 01 September 2026 Title ETF Sales (Senior) Manager Department ETF Distribution Europe Location Geneva or Zurich Reports To Head of ETF & Index Distribution, Switzerland/Liechtenstein Level Manager/Senior Manager Build Better Financial Futures For more than 50 years, Fidelity International has...

Für ein etabliertes Multi Family Office in Zürich City mit internationaler Kundschaft suchen wir eine motivierte, selbstständig arbeitende Persönlichkeit als Client Account Manager (80 - 100%). In dieser vielseitigen Rolle unterstützen Sie anspruchsvolle, internationale Kundinnen und Kunden und tragen aktiv zum Erfolg des Unternehmens...

Rhone is a leading international group founded in 1982 whose key focus is the protection and succession of family wealth. Rhone has 60 experienced staff across offices in the Bahamas, Canada, Hong Kong, Monaco, Singapore and in Switzerland and offers a stimulating and diverse work environment. To join the Geneva Trust team, Rhone is looking for a: TRUST...

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. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

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. The Business Manager Intermediaries will serve as a fully integrated role bridging central coordination and on-site...

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. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

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 the Regional Office team for Region Western Markets and Switzerland, supporting the Regional Heads at both strategic...

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...