Jobs zum Stichwort Financial Services

Wir suchen eine erfahrene, unternehmerisch denkende Persönlichkeit als Privatkundenberater:in (m/w/d), die Kund:innen unabhängig und lösungsorientiert begleitet. In dieser Funktion arbeiten Sie auf einer offenen Plattform mit Zugriff auf über 400 Banken und Vermögensverwalter - und gestalten Ihre Beratungs- und Karrierestrategie aktiv mit.

Wir suchen eine engagierte:n, beratungsstarke:n Finanzplaner:in, der/die Privatkund:innen rund um das Thema Pensionierung umfassend begleitet. Diese Rolle bietet ein abwechslungsreiches Tätigkeitsfeld mit direktem Kundennutzen sowie Schnittstellenfunktion innerhalb der Bank.

Wir suchen eine engagierte und analytisch starke Persönlichkeit als Finanzplaner:in (80-100 %), die Kund:innen ganzheitlich berät und bei der langfristigen Vermögens-, Steuer- und Vorsorgeplanung unterstützt. In dieser Rolle arbeiten Sie eng mit Berater:innen aus dem Privatkundengeschäft zusammen und leisten einen entscheidenden Beitrag zur nachhaltigen Kundenbindung.

Pour une société de trust à Genève. Dans le cadre de son développement, la structure souhaite renforcer son équipe locale avec un profil expérimenté, capable de prendre en charge un portefeuille de clients internationaux sophistiqués, tout en apportant une vision stratégique à la gestion du bureau.

This position will focus on managing and expanding a portfolio of corporate clients, ensuring strong partnerships and tailored financial solutions. This role requires expertise in client relationship management and strategic business development.

Pour l'un de nos clients, nous sommes à la recherche d'un(e) Hedge Fund Back & Middle Office Manager FR / ENG en contrat permanent à 100% et basé(e) à Genève. La ou le collaborateur(trice) rejoindra le département des Opérations de la société financière.

We are seeking an Operations Support / Relationship Manager Assistant for our client. This is a unique opportunity to work closely with banks (local and international), asset managers, and clients in a highly professional and fast-paced environment.

You will oversee financial reporting and ensure the smooth functioning of the daily operations of a family office. You will be hands-on and cover several jurisdictions.

You will support the smooth operation of daily activities, ensuring compliance and efficiency in all processes. Based in Geneva, this role is ideal for detail-oriented individuals with a passion for organization and precision.

You will be responsible for overseeing the execution and management of investment transactions, monitoring portfolio performance, and ensuring robust risk management practices.

Dans le cadre du renforcement de son dispositif de contrôle et de conformité, une Banque Privée recherche un(e) Responsable Investigation expérimenté(e), chargé(e) de superviser et de piloter l'ensemble des investigations liées aux transactions, aux clients et aux sanctions internationales.

Le poste implique un travail étroit avec les équipes de la Banque Privée, les autorités locales et les partenaires internationaux.

Are you an experienced Head of Finance, looking to make the move to CFO? You bring experience in the Blockchain / Crypto industry? You are based in Zurich / Zug / Vienna or Vaduz - or are willing to relocate to these locations for the role? Then I am looking forward to receiving your application.

As a corporate officer, you will be involved the day-to-day administration entities, including incorporations, liquidations, corporate secretarial work, client onboarding, and coordination with banks and third parties. It also requires ensuring regulatory compliance, supporting risk management, and maintaining accurate records and reporting for corporate and trust-related activities.

As a KYC officer/ Due Diligence Officer, you will support the integrity of our due diligence processes by assisting in the identification of counterparties and contributing to effective risk management practices, ensuring alignment with our high compliance standards.

As a senior compliance officer you will take care of the daily activities of the company from liaising with regulators to overseeing the compliance framework.

The position is to be based in The Bahamas or in Geneva.

An international finance firm based in central Geneva is looking for a Receptionist / Office manager to oversee front-off house duties, general office operations and administrative tasks in a high-level and high-pressure environment.

For one of our clients, we are looking for a Junior Investor Relations & Business Development Manager in 100% permanent contract based in Geneva. The collaborator will be in charge of Investor Relations & Business Development Department.

We're Hiring: Natural Gas Senior Trader - European Markets
Location: Flexible in Switzerland
Contract: Permanent - Full-time

Are you a dynamic, driven individual with a passion for negotiation and international markets ?

As a consultant, you will work together with the team on regulatory and compliance projects

Our client is a well-established private bank with a human-sized team and a collaborative culture. They are currently seeking a Senior Investment Advisor to support their growing Geneva office.

You will manage our client funds infrastructure, ensuring accurate fund data, literature, disclosures, and regulatory documents are maintained and shared across internal teams, external vendors, and global jurisdictions. The role also oversees fund launches, registrations, investor communications, and reporting, while driving process improvements, vendor management, and cross-team collaboration.

As a Trust Manager and wealth planner, you will focus on the quality of the client relationship management and wealth planning.

The role could be either full time or part-time (80%).

As a Farmer, you will be responsible for managing and developing a portfolio of private clients from the Middle East. You will work closely with the Middle East desk, the investment team and compliance to deliver tailored solutions and grow revenues.

Fantastic opportunity to Lead and further grow the Middle East market out of Switzerland for a well established institution with multiple locations.

During this 12-month contract; you will be the point of contact for the investors transacting in funds. You will namely lead the onboarding of new investors/clients, including transfer agency account opening and coordinating the drafting & negotiation of relevant legal agreements.

For one of our clients, we are looking for a Relationship Manager GER / ENG in 100% permanent contract and based in Geneva or Luxembourg. The collaborator will manage and develop the German client book of the company.

For one of our clients, we are looking for a Junior Relationship Manager ITA / ENG in 100% permanent contract and based in Geneva / Luxembourg. The collaborator will manage and develop the Italian and Swiss client book of the company.

We are seeking a Business Development Executive to drive client acquisition in the international trust and fiduciary space. Based in Zurich, you'll work with HNWIs, intermediaries, and corporates, leveraging your network to grow the business. This role offers autonomy, a strong global platform, and performance-based rewards.

Vous serez en charge du suivi et du développement de votre portefeuille clients.