18 beste Stellen als wealth management client advisor in geneva ge – aktuell auf Personalsuche

International Wealth Planner
SYZ GROUP —Genf, GE
- Management-Erfahrung
- Marketing
Client Service Specialist - Geneva
JPMorganChase —Genf, GE
- 100%
- Spanisch
- Management-Erfahrung
- Englisch
2 Tage
Investment Advisor - Marché Middle East H/F
Indosuez Wealth Management —Genf, GE
- Englisch
- Bachelor
Junior Business Analyst - Client Platform Advisory (80-100%)
Lombard Odier & Cie —Genf, GE
- Management-Erfahrung
- Englisch
- Microsoft Office
Wealth Management, Associate, BDP, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Projektmanagement
- Eltern-/Erziehungsurlaub
Investment Professional - Geneva
JPMorganChase —Genf, GE
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
1 Tag
Client Service Support Specialist - Geneve
JPMorganChase —Genf, GE
- 100%
- Englisch
- Kommunikationsfähigkeit
2 Tage
Latam Swiss Program Analyst
JPMorganChase —Genf, GE
- 100%
- Spanisch
- Englisch
- Organisationstalent
Wealth Management, Associate, PWA, Geneva
Goldman Sachs —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Eltern-/Erziehungsurlaub
Investment Advisor - Marché Middle East H/F
CA Indosuez Wealth (Group) —Genf, GE
- Englisch
- Bachelor
Investment Advisor (80-100%)
Lombard Odier & Cie —Genf, GE
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
Investment Advisor, Geneva based, 100% (f/m/d)
Julius Baer —Genf, GE
- 100%
- Englisch
- Master
2 Tage
International Private Bank, Private Banker, Turkey Market, Geneva
JPMorganChase —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
14 Tage
Business Manager – Platform Delivery & Client Engagement (80–100%)
Lombard Odier & Cie —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Analysefähigkeit
Senior Investment Advisor
Vontobel Holding AG —Genf, GE
- Englisch
- Microsoft Office
- Analysefähigkeit
14 Tage
Investment Products Marketing Specialist H/F
CA Indosuez Wealth (Group) —Genf, GE
- Microsoft Powerpoint
- Englisch
- Microsoft Office
7 Tage
International Private Bank, Private Banker, Saudi Market, Executive Director, Geneva
JPMorganChase —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Kommunikationsfähigkeit
Group Risk Assurance Controls Manager (80–100%)
Lombard Odier & Cie —Genf, GE
- 100%
- Management-Erfahrung
- Englisch
- Microsoft Office
17 Std.

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International Wealth Planner

SYZ GROUP
Genf, GE

Jetzt bewerben

Details zur Stelle

Qualifikationen

Französisch
Investment
Management-Erfahrung
Marketing

Vollständige Stellenbeschreibung

The role will have three components:

Direct Wealth Planning coverage responsibilities for Switzerland and situations with a French nexus;
Assist the Head of the team on larger and more complex situations; and
Provide administrative support on internal management, legal, compliance and audit requirements as outlined in the Responsibilities below.

Role encompasses the support of internal and external sales efforts through the delivery of technical and marketing expertise across the Bank’s international business (40+ countries) although the focus will be on Switzerland. Knowledge of the French market would be useful even though the Bank does not proactively market into France.

Responsabilités principales

The role of a Wealth Planner within the Syz Group goes well beyond the traditional fiduciary and dispositive planning required in the industry. In large part, this is due to our status as a family-owned bank with a long-term relationship focus requiring Wealth Planners to have a more holistic approach to develop client relationships over different stages in a client’s financial lifecycle.

The specific duties of the appropriate candidate will include:

Helping drive marketing and originate Wealth Planning opportunities either in support of the Head of Wealth Planning or with full individual responsibility
Providing subject matter expertise on planning and disposition of closely held businesses, formation of family offices, insurance planning, investment holding structures such as companies and funds, cross -border planning for international assets and family members, guidance on relocation, philanthropic assistance and dispositive planning including the use of trusts and foundations
Coordinating with a client’s external professional advisors including the assessment and implementation of potential solutions
Conducting training for relationship managers to increase knowledge and use of Wealth Planning as a marketing team rather than a help desk and enhance the reputation of Wealth Planning internally
Assisting the Head of Wealth Planning in tracking performance metrics and activity follow-up
Conducting and monitoring due diligence on contractual counterparties and liaising with legal on counterparty agreements
Coordinating with internal colleagues including tax, legal and the Swiss pensions solutions team to ensure a coordinated, collaborative approach
Team player willing to pitch in to support the Wealth Planning effort, from preparing marketing materials to drafting internal communications for business and regulatory updates
Maintaining relationship with internal compliance, internal controls and audit to ensure proper conduct of business
Assisting in the onboarding and relationship management of insurance counterparties

Profil

Experience & skills

10+ years of experience in legal, tax and private client planning for Switzerland
Direct client facing experience and a self-starter with experience in owning relationships and seeing transactions through to completion
Detailed understanding of the cross-border regulatory environment and implications for Wealth Planning
Solid understanding of insurance structures as an investment and/or estate planning tool
Knowledge of generational planning concepts and fiduciary structures and their application on a multi-jurisdictional basis
Experience with the formation of family offices and considerations in philanthropic structuring
Financial markets knowledge and corporate structuring experience is helpful though not required

Personal and social skills

Highly service oriented and passionate about client servicing
Leadership and driven attitude
Team player with a positive attitude, a collaborative spirit that shows drive and commitment
Autonomous, multi-tasking, proactive with a strong sense of responsibility, resilient
Systematic, precise and diligent working style and the ability to perform under pressure
Always communicate in a friendly, competent and professional manner
Reliable and willing to find solutions
Trustworthy and discreet personality with high level of risk awareness
Personal integrity and ethical behavior

Jetzt bewerben

Erweiterte Suche

wealth management client advisor Jobs in geneva ge

International Wealth Planner

Client Service Specialist - Geneva

Investment Advisor - Marché Middle East H/F

Junior Business Analyst - Client Platform Advisory (80-100%)

Wealth Management, Associate, BDP, Geneva

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Client Service Support Specialist - Geneve

Latam Swiss Program Analyst

Wealth Management, Associate, PWA, Geneva

Investment Advisor - Marché Middle East H/F

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Investment Advisor, Geneva based, 100% (f/m/d)

International Private Bank, Private Banker, Turkey Market, Geneva

Business Manager – Platform Delivery & Client Engagement (80–100%)

Senior Investment Advisor

Investment Products Marketing Specialist H/F

International Private Bank, Private Banker, Saudi Market, Executive Director, Geneva

Group Risk Assurance Controls Manager (80–100%)

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