Wealth Management jobs

• Les Genevez (JU)
• Negotiable
• Posted 17 days ago

Our client is seeking an experienced and strategic Chief Financial Officer (CFO) to join their dynamic team base in Geneva. As the CFO, you will play a pivotal role in shaping the financial future of our company. You will be responsible for overseeing all financial aspects of our business, drivin...

• Switzerland
• Negotiable
• Posted 20 days ago

Location: (Zurich or Geneva), Switzerland Company: Global Private Bank Position: Senior Relationship Manager About Us: Global Private Bank based in Zurich and Geneva, Switzerland, dedicated to managing the wealth and investments of high-net-worth families. Role Overview: We are looking for a seas...

• Lugano
• Negotiable
• Posted 20 days ago

Job Title: Junior Relationship Manager Location: Lugano, Switzerland Position Overview: We are seeking a motivated and experienced Junior Relationship Manager to join our team in Lugano. The ideal candidate will have around 5 years of experience in the Swiss or Italian market and a proven ability...

• Singapore
• S$90000 - S$125000 per annum
• Posted 26 days ago

My client is a Swiss-based private bank with strong presence across the APAC region. To cope with the expansion of the business, they are hiring a professional ARM to join their Greater China team. Duties: Support relationship managers by providing high-quality service delivery to High Net Worth ...

• Boston
• Negotiable
• Posted about 1 month ago

Job Title: Tax Advisor Company Summary: We are a leading Wealth Management firm in Boston that strives to help families achieve their financial goals for over 100 years. We are looking for a Tax Advisor who has experience with high net worth individuals to assist with department-wide initiatives ...

• Germany
• Negotiable
• Posted about 1 month ago

Financial Fund Manager The Financial management team within the Fund Management division is responsible for providing support across several mandates which cover all aspects of Consolidation, a good understanding of transactions and impacts on the balance sheet. The team acts as a primary point o...

• Dubai
• Negotiable
• Posted about 1 month ago

Location: Zurich, Switzerland (Remote - Working from Dubai) Company: Prestigious Family Office Position: Senior Relationship Manager About Us: Distinguished Family Office based in Zurich, Switzerland, dedicated to managing the wealth and investments of high-net-worth families. Our mission is to p...

• Germany
• Negotiable
• Posted about 1 month ago

We are seeking an experienced Tax Manager to join our Real Estate team. The role offers a high level of responsibility working across a broad spectrum of tax matters in support of transactional and ongoing business activities. Your responsibilities will extend across tax compliance, reviewing a m...

• Singapore
• Negotiable
• Posted about 1 month ago

We are seeking a motivated and knowledgeable salesperson/relationship manager for our client who are a crypto structured products wealth management firm, founded by strong team of institutional bankers and crypto traders with strong funding pipeline. The firm has a good runway of clients to be on...

• Singapore
• Negotiable
• Posted about 1 month ago

We are seeking a motivated and knowledgeable salesperson/relationship manager for our client who are a crypto structured products wealth management firm, founded by strong team of institutional bankers and crypto traders with strong funding pipeline. The firm has a good runway of clients to be on...

• Hong Kong
• HK$1000000 - HK$1500000 per annum
• Posted about 2 months ago

Our client is a Global Multi-Family Office, with offices across the globe. As an expansion of the HK office, they are looking to add an experienced Relationship Managers / Private Bankers to join their team. Duties: Develop new business with new and existing clients, with a focus on bringing in n...

• Malaysia
• Negotiable
• Posted about 2 months ago

Job Responsibilities: Cultivate relationships with referral sources within designated territories of EPCs (Estate Planning Counselors). Collaborate with referral sources to identify and assess potential prospects for the Company's planning and life insurance products. Arrange client meetings in a...

• Singapore
• Negotiable
• Posted about 2 months ago

Job Responsibilities: Identify and engage potential partners across clubs, associations, communities, and corporate sectors in Singapore. Formulate and implement a comprehensive partnership strategy to expand sales channels effectively. Cultivate and manage strong relationships with key stakehold...

• Hong Kong
• Negotiable
• Posted about 2 months ago

About The Job Overview of role Sourcing and on boarding of new offshore clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Key duties Build-...

• Shanghai
• Negotiable
• Posted about 2 months ago

Global Multi Family Office Opportunity in Shanghai! A notable multi family office is seeking an exceptional candidate for the position of Relationship Manager. Established in Singapore in 2020 and having the fund management license issued by Monetary Authority Of Singapore (MAS), the company is c...

• Hong Kong
• HK$600000 - HK$720000 per annum
• Posted about 2 months ago

My client is a prestige Private Bank with headquarter in Europe. To support their expansion, the are now adding a new headcount to their Business Management team. Duties: Support the business head and participate in strategy design and execution Prepare management reporting to analysis sales perf...

• Shanghai
• Negotiable
• Posted about 2 months ago

Global Multi Family Office Opportunity in Shanghai! A notable multi family office is seeking an exceptional candidate for the position of Relationship Manager. Established in Singapore in 2020 and having the fund management license issued by Monetary Authority Of Singapore (MAS), the company is c...

• Singapore
• S$150000 - S$250001 per annum
• Posted about 2 months ago

Our client, a private bank is looking to add an insurance focused wealth planner to join their team in either Singapore or Hong Kong. Responsibilities: Develop comprehensive financial plans for high-net-worth private banking clients, with a focus on insurance and risk management strategies Analyz...