Permanent Wealth Management Jobs

Overview:My client is seeking a highly experienced Trust Advisor to join their Fiduciary Services team. This role involves providing comprehensive support to Trustees and clients, managing a wide range of complex trust administration responsibilities. The ideal candidate will bring deep expertise in trusts, estate planning, investments, and tax law...

ABOUT THE ROLEAs a Senior Client Service Manager, you will play a critical role in managing and enhancing client relationships, providing exceptional client service, acting as a trusted liaison, and executing complex financial transactions with a commitment to excellence and confidentiality. You will partner with Private Wealth Advisors, Financial ...

Job Title: Team Head or Senior Relationship Manager - External Asset Managers (EAM)Location: Lugano, SwitzerlandIndustry: Private Banking / Wealth ManagementAbout the Employer:Our client is a well-established, internationally renowned private bank with a strong presence in Switzerland and across Europe. Known for its long-term vision, stability, an...

A well-established, internationally active financial services firm is seeking a dynamic and strategic Managing Director to lead its Luxembourg operations. The ideal candidate will be responsible for driving the firm's growth, ensuring regulatory compliance, and fostering a high-performance culture aligned with the organization's values and long-ter...

The CompanyThis independent investment firm is headquartered in Switzerland, with an international presence in key financial hubs. The firm specializes in delivering tailored wealth and asset management solutions to private clients, family offices, and institutional investors.Its investment philosophy combines internal expertise with a network of s...