Jobs zum Stichwort Bank Finanzwesen in der Branche Financial Services

To provide essential administrative and organizational support to the Relationship Management Assistants, helping streamline internal processes and ensuring high-quality client service delivery within the Family Office or Wealth Management team.

Our client is looking for an investment advisor who will partner with the RMs to deliver the best possible value to the clients.

We are seeking an accomplished, well-connected professional who will bring their portfolio of clients, and will help shape and execute the firm's growth strategy, lead client engagement and contribute to the strategic direction of the group.

Rejoignez une banque privée réputée, à taille humaine, avec une présence bien établie en Suisse romande et un esprit entrepreneurial. L'institution valorise les profils orientés clients, engagés, et désireux de construire sur le long terme dans une structure agile et qualitative.

Fantastic opportunity to help further grow an established Swiss private bank across several locations.

The role involves managing and growing a portfolio of ultra-high-net-worth clients, offering tailored wealth management solutions in investment, banking, and trust services. The position requires business development, collaboration with various specialists, and a strong focus on compliance and client satisfaction.

As a Holistic Financial Planner, you will guide clients through tailored financial strategies, covering retirement, investments, property, tax, and estate planning. This client-facing role requires strong advisory skills, international asset management experience, and the ability to drive sales and portfolio growth.