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
Wir 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.
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
Swiss Life Wealth Managers in Bern sucht eine/n Senior Wealth Planner & Relationship Manager (w/m/d) 100%. Sie beraten vermögende Kundinnen und Kunden ganzheitlich in Vermögensplanung, Pensionierung und Steueroptimierung und übernehmen eine führende Rolle am Standort Bern.Sie entwickeln individuelle Lösungen,
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
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
Swiss Life Wealth Managers in Bern sucht eine erfahrene Führungspersönlichkeit als (Senior) Wealth Planner & Relationship Manager (w/m/d) 100%. Sie beraten private Kundinnen und Kunden ganzheitlich in Vermögensplanung, Pensionierung und Steuern, arbeiten selbstständig an individuellen Konzepten und treiben die
Job Description Build, manage, and grow a portfolio of UHNW clients and family groups across the Middle East. Develop new client relationships through personal networks, referrals, strategic partnerships, and professional intermediaries. Act as a trusted advisor