Wealth Planner - Zurich

Schweiz - Zürich · Kundenberatung / Relationship Management · Global Wealth Management · Automatischer Stellencode · 333571BR · Stadt · Zürich · Job-Typ · Vollzeit · Die Rolle · Sind Sie ein Experte/eine Expertin in den Bereichen Finanzplanung? Liegt es Ihnen, in persönlichem Kun ...

Your role · Sind Sie ein Experte/eine Expertin in den Bereichen Finanzplanung? Liegt es Ihnen, in persönlichem Kundenkontakt anspruchsvolle Kundensituationen zu analysieren und gesamtheitliche Lösungen zu erarbeiten? Als Verstärkung unseres Teams werden Sie: · Sehr vermögende Pri ...

Position Overview · For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. · Their deep understanding, insights, expertise, and passion help our clients navigat ...

Wealth Planning Europe, Middle East & Africa (EMEA) is comprised of dedicated front office sales personnel with success specifically linked to the ultimate delivery of Wealth Management solutions. You will discuss planning with clients across their entire financial lifecycle from ...

We celebrate and value individual qualities enabling impactful, entrepreneurial, empowered people to create value beyond wealth. · ...

Join the GPS Associate Programme in Zurich for an 18-month development journey in private banking. · ...

+ YOUR CHALLENGE · Advising and supporting bank clients on Swiss tax and legal matters · Assisting senior wealth planners in conducting tax assessments and preparing client documentation · ...

At Julius Baer, we celebrate and value the individual qualities you bring. · Advising and supporting bank clients on Swiss tax and legal matters · ...

The GPS Associate Programme is a structured development journey for ambitious early-career professionals aiming to build a career in private banking. As part of the Wealth Planning team in Zurich, you will embark on an 18-month program combining rotational assignments, intensive ...

We are looking for a Junior Wealth Planner to join our team in Zurich. The successful candidate will have a Bachelor's or Master's degree in Law and 1-3 years of experience in private client services. · Bachelor's or Master's degree in Law · 1 to 3 years of professional experienc ...

The GPS Associate Programme at Julius Baer offers a structured 18 months development journey for ambitious early-career professionals aiming to build a career in private banking. · ...

We celebrate and value the individual qualities you bring enabling you to be impactful entrepreneurial empowered and create value beyond wealth Join Julius Baer s GPS Associate Programme a structured development journey aimed at ambitious early-career professionals looking to bui ...

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. · Join the GPS Associate Programme, a two-yea ...

We celebrate individual qualities you bring at Julius Baer. · Bachelor or Master's degree in Banking, Business Administration, Economics, Finance, Law or a related discipline. · Professional experience in relevant areas (consultancy law firm private bank tax advisor) will be an a ...

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. · ...

Our Company EFG International is a global private banking group offering private banking and asset management services. · Product Expertise Due Diligence Governance · Evaluate insurance brokers and product lines for strength competitiveness and suitability. · ...

Description · Our Company · EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an emplo ...

We celebrate and value individual qualities enabling you to be impactful, entrepreneurial empowered creating value beyond wealth. · ...

We celebrate individual qualities enabling you to be impactful, entrepreneurial, empowered creating value beyond wealth. Join GPS Associate Programme for ambitious early-career professionals aiming to build successful career in Private Banking. · ...

Job summary: Join the GPS Associate Programme as a Wealth Planning Associate in Zurich, Switzerland. As part of the Global Products & Solutions unit, you will support Relationship Managers in advising clients on their wealth planning needs. ...