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
This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class
Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a
About the Company Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers
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. As an
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
Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers
City Zürich Job Type Full Time Country / State Switzerland - Zürich Function Category Investment Banking Join us At UBS, we know that its our people, with their diverse skills, experiences and backgrounds, who drive our
At Vontobel, we are committed to shaping a better future and providing investment opportunities that enable our clients to thrive. Our Private Clients platform combines Vontobel’s investment expertise with modern technology and a personal touch, delivering
PRIVATE WEALTH MANAGEMENT (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise
OUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with 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
Front Office Relationship Manager Senior 55 + and more, Wealth Advisor, (U)HNWI Dans le cadre d’une recherche pour un de nos clients, nous sommes à la recherche d’une ou d’un Gérant de Fortune Senior souhaitant poursuivre ses activités
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
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
The opportunity: Being part of HSBC in Switzerland, you’ll help evolve and grow our business. The Front Office Customer Due Diligence Advisor is responsible for championing end-to-end CDD activity across onboarding and the client lifecycle, driving faster,
Our client is an international private bank well established in Switzerland and other international financial places. Joining the Advisory & Portfolio Management department; Supporting Senior Advisors and Private Bankers in the day-to-day management of client relationships and advisory activities;
Our client is a Swiss Multi-family office & Wealth Manager. Advising clients on investment strategy, asset allocation, portfolio construction, and market opportunities; Leading investment research and due diligence across public and private market opportunities; Supporting the Investment
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
Description du poste Au sein du Département Wealth Solutions, vous serez en charge des missions suivantes : Conseil proactif sur un portefeuille de clients ayant opté pour un mandat de conseil en investissement ; Gestion du suivi