17 beste Stellen als wealth management advisor in zürich zh – aktuell auf Personalsuche

Private Wealth Management, Wealth Management Professional, Analyst, Zurich
Goldman Sachs —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Eltern-/Erziehungsurlaub
Investment Advisor (Temporary Position)
BBVA —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Spanisch
- Microsoft Excel
Junior Relationship Manager
Deutsche Bank —Zürich, ZH
- 100%
- Microsoft Excel
- Management-Erfahrung
- Englisch
8 Tage
Wealth Management - PWA - Associate/VP - Zurich
Goldman Sachs —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Eltern-/Erziehungsurlaub
Financial Crime Compliance Officer in the Area of CDB Compliance 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Englisch
- Microsoft Office
- Analysefähigkeit
Anti-Financial Crime Advisor (m/w/d)
CURENTIS AG —Zürich, ZH
- 100%
- Englisch
Wealth Planner Key Clients & Family Office Services, Zürich, 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Spanisch
- Englisch
- Master
2 Tage
Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%
PwC —Zürich, ZH
- Englisch
- Bachelor
- Rechnungswesen
Mortgage Officer (French-Speaking) - Romandie Region 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Management-Erfahrung
- Englisch
- Bachelor
Sales & Relationship Manager
Swiss Quant —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
Direkt bewerben
Account Manager - Software & Data
Evooq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Datenanalyse
- Englisch
- Bachelor
Direkt bewerben
Deferred Compensation Specialist (f,m,d) - 100%
Julius Baer —Zürich, ZH
- Microsoft Excel
- Englisch
- Microsoft Office
12 Tage
Business Analyst – Private Banking
Taleo Consulting —Zürich, ZH
- Management-Erfahrung
- SQL
- Analysefähigkeit
Senior Relationship Manager (UK clients)
Vontobel Holding AG —Zürich, ZH
- Management-Erfahrung
- Englisch
- Erfahrung in der IT
1 Tag
Technical Solutions Consultant (pre-sales)
Avaloq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Spanisch
- Management-Erfahrung
- Englisch
Direkt bewerben
Head of Reporting for Sales & Delivery
Avaloq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Projektmanagement
Direkt bewerben
Head of Strategic Finance Projects
Avaloq —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Datenanalyse
Direkt bewerben

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Investment Advisor (Temporary Position)
BBVA —Zürich, ZH
Maintain direct contact with clients to assess portfolio evolution, market positioning, and investment opportunities.

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Private Wealth Management, Wealth Management Professional, Analyst, Zurich

Goldman Sachs -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100%

Leistungen

Unterstützung seitens des Arbeitgebers bei der Betreuung und Pflege von Kindern oder Angehörigen
Eltern-/Erziehungsurlaub
Unterkunft

Qualifikationen

Microsoft Powerpoint
Microsoft Excel
Microsoft Outlook
Textverarbeitung
Englisch
Microsoft Office
Bachelor
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT

A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, liquidity management, and ongoing maintenance of existing clients:

Work closely with Private Wealth Advisors to support their PWM high profile clients
Manage the client on-boarding process
Serve as a key liaison to other areas supporting the PWM Business including divisional Compliance, Legal and Tax. Perform daily cash management including making wire payments, asset transfers, booking journals and receipts
Perform ongoing account maintenance including approvals to facilitate the trading of certain products
Provide overview of client reporting and web capabilities to potential new clients
Process subscriptions and redemptions of Alternative Investments, fund capital calls and respond to general queries associated with these investments
Manage general project work including implementing regulatory changes
Lead or participate in the divisional efforts to improve efficiencies with the PWM Business
Resolve ad hoc client queries
Cross cover the Financial Analyst role including trading functions

REQUIREMENTS

Fluent German and English language skills is a requirement
Commercial apprenticeship in the financial industry or Bachelor’s degree
1-2 years of prior work experience in a relevant field
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communication skills
Strong organizational and interpersonal skills
Ability to multi-task and work with numerous colleagues and desks across the Firm
Detail-oriented
Time management and the ability to prioritize
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity
Region specific qualifications (CWMA Level 1 (Zurich)) to be completed within 3 months

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLESenior Analyst

OFFICE LOCATION(S)Zurich

JOB FUNCTIONSales Support

DIVISIONAsset & Wealth Management

Jetzt bewerben

Erweiterte Suche

wealth management advisor Jobs in zürich zh

Private Wealth Management, Wealth Management Professional, Analyst, Zurich

Investment Advisor (Temporary Position)

Junior Relationship Manager

Wealth Management - PWA - Associate/VP - Zurich

Financial Crime Compliance Officer in the Area of CDB Compliance 100% (f/m/d)

Anti-Financial Crime Advisor (m/w/d)

Wealth Planner Key Clients & Family Office Services, Zürich, 100% (f/m/d)

Audit - Manager/Senior Manager - Private Equity/Asset Management - 80-100%

Mortgage Officer (French-Speaking) - Romandie Region 100% (f/m/d)

Sales & Relationship Manager

Account Manager - Software & Data

Deferred Compensation Specialist (f,m,d) - 100%

Business Analyst – Private Banking

Senior Relationship Manager (UK clients)

Technical Solutions Consultant (pre-sales)

Head of Reporting for Sales & Delivery

Head of Strategic Finance Projects

More jobs to discover

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