wealth planner

pSwiss Life Wealth Managers in Rapperswil-Jona sucht eine/n erfahrene/n Financial Consultant für ganzheitliche Vermögensplanung und relationale Beratung. Sie betreuen Kundinnen und Kunden umfassend in Vermögung, Pensionierung und Steuern, entwickeln massgeschneiderte Lösungen und setzen diese professionell um. /ppSie verfügen über Hochschulabschluss,...

pWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup innerhalb der Swiss Life Unternehmensgruppe. Unser Team von erfahrenen Financial Consultants unterstützt unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung. Unser Anspruch ist es, sie losgelöst von Produktinteressen ganzheitlich zu...

pCAPITAL TRUSTEES AG – Regulated Trustee Company/Finma Licensed in Switzerland seeks a seasoned professional in Trust and Wealth Planning for high-net-worth individuals. Responsibilities include expanding international visibility and cultivating relationships with top-tier professionals across Eurasia. /ppRequirements include ~5 years in trust/wealth...

pCAPITAL TRUSTEES AG in Switzerland seeks a qualified Brazilian lawyer to drive the growth of its international trust business across LATAM, with a special focus on Brasil. /ppYou will develop professional relationships with lawyers, bankers, chartered accountants and tax advisors active in financial markets of LATAM and Brasil, and support wealth planning...

ppSind Sie eine proaktive, selbständige und unternehmerisch denkende Person? Sind Sie eine proaktive, selbständige und unternehmerisch denkende Person? Reizt Sie eine Tätigkeit im Bereich Vorsorge mit hoher Eigenverantwortung sowie unternehmerischen Freiheiten? Möchten Sie diesen Bereich gemeinsam mit uns in der Region Basel aufbauen? Dann sind Sie bei...

pRequisition ID -Postedb16/10/2026 /b-bSwitzerland /b-bGeneva /b- Activity area (1) -bExperienced Professionals /b /p pPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including...

Swiss Life Wealth Managers in der Schweiz sucht eine/n erfahrene/n Financial Consultant, um ganzheitlich Vermögensplanung und -organisation am Standort Rapperswil-Jona zu betreuen.Sie entwickeln eigenständig komplexe Beratungskonzepte, betreuen Vermögensverwaltungsmandate und unterstützen das Wachstum durch Fachseminare, Webinare und repräsentative...

pSwiss Life Wealth Managers in der Schweiz sucht eine/n erfahrene/n Financial Consultant, um ganzheitlich Vermögensplanung und -organisation am Standort Rapperswil-Jona zu betreuen. /ppSie entwickeln eigenständig komplexe Beratungskonzepte, betreuen Vermögensverwaltungsmandate und unterstützen das Wachstum durch Fachseminare, Webinare und repräsentative...

CAPITAL TRUSTEES AG in Switzerland seeks a qualified Brazilian lawyer to drive the growth of its international trust business across LATAM, with a special focus on Brasil.You will develop professional relationships with lawyers, bankers, chartered accountants and tax advisors active in financial markets of LATAM and Brasil, and support wealth planning for...

Sind Sie eine proaktive, selbständige und unternehmerisch denkende Person? Sind Sie eine proaktive, selbständige und unternehmerisch denkende Person? Reizt Sie eine Tätigkeit im Bereich Vorsorge mit hoher Eigenverantwortung sowie unternehmerischen Freiheiten? Möchten Sie diesen Bereich gemeinsam mit uns in der Region Basel aufbauen? Dann sind Sie bei uns...

Requisition ID125256-Posted16/10/2026-Switzerland-Geneva- Activity area (1) -Experienced Professionals Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and...

CAPITAL TRUSTEES AG in Switzerland seeks a qualified Brazilian lawyer to drive the growth of its international trust business across LATAM, with a special focus on Brasil.You will develop professional relationships with lawyers, bankers, chartered accountants and tax advisors active in financial markets of LATAM and Brasil, and support wealth planning for...

Swiss Life Wealth Management AG in Bern sucht eine/n erfahrene/n Senior Wealth Planner Relationship Manager (w/m/d) 100% zur ganzheitlichen Beratung vermögender Kundinnen und Kunden. Sie übernehmen Verantwortung in Anlage‑, Vermögensorganisations‑ und Pensionierungsfragen sowie in der Kundenakquisition.Sie verfügen über Mehrjahreserfahrung,...

Capital Trustees AG is seeking a Brasil-qualified lawyer to lead growth of its international trust business in LATAM, with emphasis on Brasil. The role involves strengthening relationships with lawyers, bankers and tax advisors and supporting wealth planning for high-net-worth clients in Brasil and LATAM.The candidate should bring at least three years of...

pCapital Trustees is a Regulated Trustee Company licensed by Finma, seeking an experienced professional in trust and wealth planning for HNWI clients. The role emphasizes expanding visibility in Emerging Eurasia and building relationships with lawyers, bankers, and tax advisors across multiple markets. /ppIdeal candidates hold an LL.M. degree, fluency in...

pCapital Trustees AG is seeking a Brasil-qualified lawyer to lead growth of its international trust business in LATAM, with emphasis on Brasil. The role involves strengthening relationships with lawyers, bankers and tax advisors and supporting wealth planning for high-net-worth clients in Brasil and LATAM. /ppThe candidate should bring at least three years...

Capital Trustees is a Regulated Trustee Company licensed by Finma, seeking an experienced professional in trust and wealth planning for HNWI clients. The role emphasizes expanding visibility in Emerging Eurasia and building relationships with lawyers, bankers, and tax advisors across multiple markets.Ideal candidates hold an LL.M. degree, fluency in English,...

pPictet Wealth Management in Geneva or Zurich seeks a Senior Wealth Planner for its Wealth Solutions unit. The role covers Eastern Europe, CIS and Baltic countries and supports bankers and clients with tax, legal, and wealth-structuring solutions. /ppYou will draw on internal expertise and a network of external advisors, monitor regulatory developments, and...

Capital Trustees is a Regulated Trustee Company licensed by Finma, seeking an experienced professional in trust and wealth planning for HNWI clients. The role emphasizes expanding visibility in Emerging Eurasia and building relationships with lawyers, bankers, and tax advisors across multiple markets.Ideal candidates hold an LL.M. degree, fluency in English,...

Pictet Wealth Management in Geneva or Zurich seeks a Senior Wealth Planner for its Wealth Solutions unit. The role covers Eastern Europe, CIS and Baltic countries and supports bankers and clients with tax, legal, and wealth-structuring solutions.You will draw on internal expertise and a network of external advisors, monitor regulatory developments, and...