Uhnw Banking Executive — Private Wealth Specialist - Geneva - beBeeInvestment

Pictet Wealth Management busca un Planificador Financiero Senior para su equipo. Se requiere experiencia en planificación financiera y conocimientos de fiscalidad suiza. · Conseguir nuevos clientes y mantener relaciones con los existentes. · Desarrollar planes financieros persona ...

WIZE by TW est une solution de Wealth Management All-In-One proposée par le groupe TeamWork. Notre plateforme répond à une multitude de besoins : gestion de portefeuilles, préparation d'ordres, CRM, conformité réglementaire, facturation, e-banking. · ...

+ Planificateur financier senior pour le département Wealth Planning Switzerland à Genève. · La mission consiste en la planification financière pour des clients exigeants avec une clientèle suisse. · Le profil doit avoir au moins 10 ans d'expérience dans le domaine de la planif ...

Pictet Wealth Management busca un planificador financiero senior para el departamento de planificación patrimonial en Ginebra. · ...

Se requiere un Portfolio Manager para gestionar los portafolios dentro del departamento Wealth Solutions. · Gestionar los portafolios diariamente incluyendo la implementación de estrategias personalizadas. · ...

+ Develop strong relationships with Swiss External Asset Managers (EAMs) + Promote fund offerings 2–10 years of experience in fund sales · Solid knowledge of the Swiss EAM / Independent Wealth Manager landscape · Strong understanding of investment products · ...

We are seeking a dynamic and strategic Product Marketer to join our team and play a critical role in driving the growth and success of our product offerings throughout their lifecycle. · ...

As part of a significant global expansion, they have exciting opportunities for specialists with at least 5 years of experience in Swiss Insurance sales, · Swiss and International Pensions, · International investments, · cross-border repatriation solutions,and expertise in Britis ...

We are looking for a motivated intern to support the business development and wealth planning team. This is an exciting role opportunity with exposure to private banking, wealth planning and investments amongst others. · The incumbent will provide support with the following aspec ...

We are looking for a motivated intern to support the business development and wealth planning team. This is an exciting role opportunity with exposure to private banking, wealth planning and investments. · ...

· Assister les Account Managers dans leurs t{à}ches courantes : · Saisir des op{é}rations de financement de mati{è}res premières dans nos syst{è}mes ; · Pr{é}senter ces op{é}rations au comit{'} EXBA ; · ...

We are looking for a motivated intern to support the business development and wealth planning team. · This is an exciting role opportunity with exposure to private banking, wealth planning and investments, · amongst others. ...

+Vérification de la conformité de la documentation clients selon la réglementation en vigueur (CDB, FATCA, EAI, etc.) et codification des données clients dans les systèmes internes. · +Bac · 3 - 5 ans d'expérience minimum · + ...

Analizar d'un point de vue AML et SANCTION les demandes de déblocages des comptes et émettre un avis Compliance ; Assister les membres de l'équipe Investigation en effectuant les recherches sur les bases externes (Factiva / WorldCheck / Google / ...); Prendre en charge la prépara ...

We are looking for an Intern within the IT Operations department to provide application support for Front tools (Wealth Management) to the client-facing and operational units of Lombard Odier (Europe) S.A., as well as to our external partners. · Provide functional support for Wea ...

As Private Banker you would lead new client acquisition and retention through knowledge of investments banking trust services and financial planning managing relationships with clients by earning trust understanding client needs providing targeted advice developing thoughtful sol ...

This is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business. You will be working alongside a talented colleagues from other markets, businesses and functions to provide you with the opportunity to tak ...

Client: · Our client is a leading, global bank, recognized for the strength of its business model, quality governance, and premium positioning in wealth management. With a human-scale Geneva private banking office, our client stands out for its high standards, entrepreneurial cu ...

Join Barclays as a Payments Specialist, in this nine-month fixed term contract, where you will play a key role in overseeing the accurate and timely processing of payment‑related activities across corporate actions and private‑equity events. In this role, you will manage daily wo ...

Finders SA · Votre Mission · The bank is seeking an experienced Product Marketer to drive the commercial success of its investment solutions across their full lifecycle. Sitting at the intersection of Asset Management and Wealth Management, the role partners closely with product ...

We are seeking a dynamic and strategic Product Marketer to join our team and play a critical role in driving the growth and success of our product offerings throughout their lifecycle. · ...