Wealth Manager Jobs in Rapperswil-Jona
DZ PRIVATBANK - Zürich, Zurich, ch
Ihr zukünftiges Aufgabenportfolio: Ganzheitliche Betreuung und Beratung von vermögenden deutschen Privatkunden, Unternehmern, Stiftungen und semi-institutionellen Kunden Erschließung marktspezifischer...
von: ch.talent.com - Vor 8 Tagen
Lombard Odier - Zürich, Switzerland
YOUR MISSION: Operational due diligence reviews according to CDB standards, FINMA Ordinance and Swiss AML law Perform on-boarding, Change of Circumstances and event-triggered reviews of Private Banking...
von: ch.lifeworq.com (+1 Quelle) - Heute
Zürich, Zürich, Switzerland
This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in...
von: jobleads.de - Vor 26 Tagen
Zürich, Zürich, Switzerland
Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of financial experience and knowledge...
von: jobleads.de - Vor mehr als 30 Tagen
Lombard Odier - Zürich, Zurich, ch
We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provideadvanced banking technology to other financial institutions. “Rethink Everything”...
von: ch.talent.com - Vor 8 Tagen
Zürich, Zürich, Switzerland
Sie sind eine kompetente Ansprechperson für die Themen Anlagen, Pensionierung, Steuern und Finanzierungen und verfügen über die Fähigkeit, die Bedürfnisse der Kunden zu erkennen und massgeschneiderte Lösungen...
von: jobleads.de - Vor 28 Tagen
Zürich, Zürich, Switzerland
The successful candidate will be an integral part of the team and take ownership for supporting the Senior Client Relationship Managers in servicing our clients across a range of activities including relationship...
von: jobleads.de - Vor 28 Tagen
Vontobel Holding AG - Zürich, Zurich, ch
Alongside the US an added value are markets such as Latin Amercia, South Africa, UK, Germany and Dubai (DIFC). MBA, University degree or completed banking education with specialist further training, ideally...
von: ch.talent.com - Vor 12 Tagen
0877 Deutsche Bank (Suisse) SA - Zürich, Zürich, Switzerland
Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; this includes KYC in good quality and in a timely manner (no overdues) as well as account behavior...
von: jobleads.de (+1 Quelle) - Vor 30 Tagen
Wollerau, Schwyz, Switzerland
They cover various topics for their clients from Investment planing to Life Insurances. Compliance tasks regarding the portfolio management Independent working style and ready to go the extra mile Very...
von: jobleads.de - Vor mehr als 30 Tagen