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Relationship Manager Private Banking Spain

kessler.vogler gmbhZurich, CH

On behalf of our client, an independent and owner-managed wealth management firm, we are currently looking for an experienced Relationship Manager Private Banking Spain.This position is suited for ... Mehr anzeigen

Private Equity Investment Associates

LHHZürich, Zürich, Switzerland

We are currently engaging with several leading investment platforms across Switzerland that are actively hiring within their Direct Private Equity teams.These opportunities span multiple sectors an... Mehr anzeigen

Relationship Manager – Private Wealth Asia (Mandarin)

kessler.vogler gmbhZurich, CH

This role is part of the Private Wealth business, focusing on high net worth (HNW) and ultra-high net worth (UHNW) clients across Asia.The successful candidate will take over an existing client por... Mehr anzeigen

Account Manager Private Banking for CEE

CH10 - BJB Bank Julius Baer & Co. Ltd.Zurich

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 fu... Mehr anzeigen

Kundenassistent/-in Private Banking

Reichmuth & Co PrivatbankiersZürich, CH

Kundenassistent/-in Private Banking.Wir sind die dynamische Privatbank der Schweiz mit ausgezeichnetem Renommee und Standorten in Luzern, Zürich und.Als echte Privatbankiers und inhabergeführtes Fa... Mehr anzeigen

 • Gesponsert

All-Rounder for private villa in Waedenswil/ZH

A2-Link AGWädenswil, CH

All-Rounder (Hauswart) for private villa in Waedenswil/ZH.Position: Domestic Helper/All-Rounder Client: Private Estate Location: 8820 Wädenswil, Canton Zurich, Switzerland Employment Type: Full-tim... Mehr anzeigen

 • Gesponsert

Senior Vermögensberaterin Private Banking

Freestar-People AGZürich, CH

Senior Vermögensberaterin Private Banking.Vertriebstalent mit Service-Exzellenz: Senior Vermögensberaterin Private Banking.Sie sind eine leidenschaftliche Netzwerkerin, die den Vertriebserfolg lieb... Mehr anzeigen

 • Gesponsert

Rechtsanwältin / Rechtsanwalt (M&A / Private Equity / Venture Capital)

VISCHER AGZürich, CH

Ihr Einstieg in die Welt der Transaktionen.Sie möchten direkt beim Gestalten von Deals dabei sein? Als Associate im M&A/Private Equity/Venture Capital-Team von VISCHER in Zürich sind Sie von Tag 1 ... Mehr anzeigen

 • Gesponsert

VIP Private Nurse – Acute Care Specialist

Medical Staff TalentZürich, ZH, ch

Join a high-spec maritime medical operation delivering clinical excellence at sea.Manage complex care protocols using state-of-the-art equipment in a private, one-on-one setting.Maintain rigid clin... Mehr anzeigen

Relationship Manager - Private Banking

Bank CIC (Schweiz) AGZürich, CH

Relationship Manager - Private Banking (100%).Wir sind ein bevorzugter Partner für anspruchsvolle Privatkundinnen und -kunden sowie für Unternehmen mit Wachstumspotenzial.Als Tochtergesellschaft de... Mehr anzeigen

 • Gesponsert

Call Agent im Bereich Private Equity

PANOS Capital AGZürich, CH

Call Agent im Bereich Private Equity.Wir suchen zur Ergänzung unseres Teams einen Call Agent im Bereich Private Equity.Sie verfügen bereits über Erfahrung in der telefonischen Akquise, ausgeprägte ... Mehr anzeigen

 • Gesponsert

Private Equity Analyst

MercorZürich, Zurich, Switzerland
Homeoffice
Quick Apply

Headquartered in San Francisco, our investors include.Source potential deals and provide strategic recommendations for investment opportunities.At least 2 years of experience.Application Process (T... Mehr anzeigen

Private Banker / RM für UK

VIVA HR ConsultingZürich, Zurich, Switzerland
Quick Apply

Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat.Dabei legt sie grosse... Mehr anzeigen

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Relationship Manager Private Banking Spain

Relationship Manager Private Banking Spain

kessler.vogler gmbhZurich, CH
Vor 30+ Tagen
Stellenbeschreibung
About the Role
On behalf of our client, an independent and owner-managed wealth management firm, we are currently looking for an experienced Relationship Manager Private Banking Spain.

This position is suited for a client-focused professional who is eager to take ownership of a portfolio and further expand a Spanish-speaking client base within a highly personalized wealth management environment.

Key Responsibilities
  • Take full responsibility for managing and developing an existing client portfolio, with a focus on Spanish-speaking clients
  • Build and maintain long-term client relationships through high-quality, tailored advice
  • Advise clients holistically on investments, financing solutions, and wealth structuring
  • Develop and present investment strategies and portfolio reports
  • Execute transactions including securities trades and payments
  • Ensure accurate and compliant client documentation (KYC, contracts, etc.)
  • Contribute to internal processes such as CRM (Expersoft), client reporting, and compliance reviews
Your Profile
  • Degree in Finance, Banking, Business Administration, or equivalent qualification
  • Several years of experience in private banking, wealth management, or a related field
  • Proven track record in managing client relationships and developing portfolios
  • Strong client orientation, entrepreneurial mindset, and high service standards
  • Discretion, professionalism, and strong sense of responsibility
  • Independent, structured, and solution-oriented working style
  • Fluency in German, Spanish, and English is mandatory