wealth manager

h3Your mission /h3ullipPersonalized and Independent Wealth Management: Tailored support for clients across all financial matters. /p /lilipIndividual, Comprehensive, and Long-Term Solutions: Development of strategies aligned with each client’s unique needs and investment objectives. /p /liliAsset Allocation and Portfolio Management: Precise implementation...

h3Your mission /h3ulliPersonalized and Independent Wealth Management: Tailored support for clients across all financial matters /liliIndividual, Comprehensive, and Long-Term Solutions: Development of strategies aligned with each client’s unique needs and investment objectives /liliAsset Allocation and Portfolio Management: Precise implementation of the...

pDC Bank sucht eine*n Privatrkundenberater*in Wealth Management in Bern. Sie betreuen vermögende Privatkunden ganzheitlich rund um Anlegen, Finanzieren und private Vorsorge und bauen ein starkes Beziehungsnetz in Bern auf. /ppSie übernehmen ein Privatkundenportfolio, beratenEigenheimfinanzierung und Vorsorge und arbeiten in Projekten mit, um die Bank...

ppPrestige IFA Jobs is delighted to be representing our client, an established international wealth management business, in the search for an experienced bPrivate Wealth Adviser /b to join its Geneva operation. /p pThis is an excellent opportunity for an experienced adviser who is commercially driven, enjoys developing new business and is looking to build a...

pMichael Page (Switzerland) seeks an experienced Relationship Manager for a Zurich-based EAM client. You will manage an international portfolio of high-net-worth clients, delivering personalised wealth management and cross-border solutions. /ppRole emphasizes entrepreneurial ownership, business development, and long-term growth of your client book, with...

pFrankfurter Bankgesellschaft (Schweiz) AG in Zürich sucht eine vertriebsstarke Fachkraft im Wealth Management. Sie betreuen eigenverantwortlich ein bestehendes Portfolio, akquirieren neue Kunden und arbeiten eng mit Kooperationspartnern zusammen. /ppZusätzliche Aufgaben umfassen Marketingaktivitäten, Mitarbeit in Projekten des Wealth Managements und eine...

pTalentCloud Group is recruiting a Wealth Management Relationship Manager for Geneva or Zug (Hybrid). You will expand an ambitious Swiss wealth management business by developing and managing relationships with HNW/UHNW clients and offering discretionary portfolio guidance. /ppYou will leverage an open-architecture platform to deliver tailored solutions and...

pDeutsche Bank AG in Zurich seeks a Junior Relationship Manager to support the growth of its Wealth Management franchise. You will manage and nurture client relationships, delivering tailored wealth solutions and contributing to business development. /ppYou will work with Investment Managers and Product Partners to provide holistic client experiences while...

Michael Page (Switzerland) seeks an experienced Relationship Manager for a Zurich-based EAM client. You will manage an international portfolio of high-net-worth clients, delivering personalised wealth management and cross-border solutions.Role emphasizes entrepreneurial ownership, business development, and long-term growth of your client book, with English...

Prestige IFA Jobs is delighted to be representing our client, an established international wealth management business, in the search for an experienced Private Wealth Adviser to join its Geneva operation. This is an excellent opportunity for an experienced adviser who is commercially driven, enjoys developing new business and is looking to build a successful...

pDeutsche Bank Wealth Management in Zurich seeks a Junior Relationship Manager to grow the wealth franchise. You will manage and develop client relationships, deliver tailored wealth management solutions, and work with Investment Managers, Lending Specialists and Product Partners to provide holistic client experiences. /ppYou will coordinate onboarding,...

pSAM International in Geneva is seeking an experienced Relationship Manager to join our Wealth Management team. You will develop and manage a portfolio of HNW/UHNW clients, delivering tailored wealth guidance and advisory solutions while contributing to growth through new client acquisition. /ppThe role requires deep knowledge of investment products, Swiss...

pJulius Baer, a leading Swiss private banking group, seeks a Relationship Manager to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions while handling routine enquiries and transactions. /ppThe role emphasizes proactive client management, collaboration with specialists, and adherence to regulatory requirements...

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...

Senior Relationship Manager / Co-Partner (Teilzeit / Hybrid möglich) gesucht in ZürichMöchten 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...

Julius Baer, a leading Swiss private banking group, seeks a Relationship Manager to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions while handling routine enquiries and transactions.The role emphasizes proactive client management, collaboration with specialists, and adherence to regulatory requirements in a...

Senior Relationship Manager / Co-Partner (Teilzeit / Hybrid möglich) gesucht in ZürichMöchten 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...

TalentCloud Group is recruiting a Wealth Management Relationship Manager for Geneva or Zug (Hybrid). You will expand an ambitious Swiss wealth management business by developing and managing relationships with HNW/UHNW clients and offering discretionary portfolio guidance.You will leverage an open-architecture platform to deliver tailored solutions and work...

pMirabaud Cie SA is seeking a Relationship Manager (Business Developer) in Switzerland to proactively build a portfolio focused on External Asset Managers, manage pipelines, and deliver tailored wealth solutions in a competitive market. Based in Geneva or Zurich, you will join an entrepreneurial, family-backed bank with a global footprint and dynamic team....

pVontobel Asset Management, Inc. is seeking a Relationship Manager to lead and expand an existing client portfolio in a Zurich-based environment. You will act as a trusted advisor, delivering integrated investment and banking solutions while deepening client relationships. /ppThe role emphasizes proactive client engagement, analytical insight, and...