wealth planner

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...

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...

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. We seek a highly skilled Wealth Planner to join Julius Baer (JB) Wealth Planning based in Zurich, Switzerland. Wealth...

About us: Omega Wealth Management is building an AI-powered equity research and advisory platform for private bankers and portfolio managers. Behind it sits a family of specialist financial agents; the frontier now is making them reason together. Why these roles exist: We have built a family of specialist agents: stock analyst, ETF analyst,...

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and...

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. We seek a highly skilled Wealth Planner to join Julius Baer (JB) Wealth Planning based in Zurich, Switzerland. Wealth...

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. We seek a highly skilled Wealth Planner to join Julius Baer (JB) Wealth Planning based in Zurich, Switzerland. Wealth...

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. We seek a highly skilled Wealth Planner to join Julius Baer (JB) Wealth Planning based in Zurich, Switzerland. Wealth...

**About Us** Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients,...

**About Us** Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients,...

About UsRothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients,...

Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. The ideal candidate is a technically strong financial planning professional with strong...

Your roleBringen Sie fundierte Expertise im Güter- und Erbrecht mit? Denken Sie unternehmerisch und erkennen komplexe Kundenbedürfnisse frühzeitig? Arbeiten Sie gerne interdisziplinär und überzeugen durch klare Kommunikation? Wir suchen Sie für die: Ganzheitliche Beratung von vermögenden Privatkunden...

Job DescriptionContexte :Dans le cadre du développement de ses activités de banque privée internationale, notre établissement souhaite renforcer son équipe Wealth Planning par le recrutement d’un(e) Wealth Planner expérimenté(e), spécialisé(e) dans la clientèle britannique et les structures patrimoniales complexes, notamment les trusts. ...

The Role Will Have Three Components Direct Wealth Planning coverage responsibilities for Switzerland and situations with a French nexus; Assist the Head of the team on larger and more complex situations; and Provide administrative support on internal management, legal, compliance and audit requirements as outlined in the Responsibilities below. Role...