Senior Partner - Wealth Manager
Senior Partner - Wealth Manager
Posted on :
28-04-2025
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1 Vacancy
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Job Description
Helvetic Trust is an independent asset manager focused on the needs of highnetworth individuals family offices foundations and institutional clients. Helvetic Trust offers wealth management asset management and family office services. Helvetic Trust is regulated by the competent Swiss authorities and is licensed as an asset manager by FINMA.
Tasks
- Personalized and independent wealth management: Tailored support for clients in all financial matters.
- Individual comprehensive and longterm solutions: Development of strategies aligned with clients unique needs and investment objectives.
- Asset allocation and portfolio management: Precise implementation of the investment strategy developed with the client along with transparent and regular reporting.
Requirements
- Extensive expertise in investment advisory and wealth management: Proven track record in developing tailored financial solutions and managing broadly diversified investment portfolios.
- Solid education in Banking & Finance: Indepth understanding of financial markets banking processes and strategic investment practices supported by formal education and ongoing professional development.
- Successful client portfolio management: Longterm support of a transferable client base with assets under management exceeding CHF 50 million with a strong focus on sustainable growth and the cultivation of trusted client relationships.
- Specialization in regulatory compliance and risk management: Comprehensive knowledge of KYC antimoney laundering (AML) compliance and crossborder regulations ensuring legally compliant and forwardlooking business practices.
Benefits
- Advanced portfolio management system: Comprehensive digital tools to support efficient and effective wealth management crossbank consolidation and reporting.
- 100 independent: Maximum freedom in asset allocation within clientspecific risk profiles without product restrictions. Strategies can be implemented using direct investments funds ETFs structured products and derivatives.
- Support from Helvetic Trust Asset Management: Managed model portfolios with bestinclass selection combined with an inhouse Swiss equity fund and exclusive access to alternative asset classes.
- Connect and get started right away: Our experienced client service team efficiently assists with the transfer of existing client relationships account openings and other administrative tasks. In addition we offer a comprehensive internal setup including inhouse office management HR support marketing for investment proposals and presentations event management as well as risk and compliance management. This is complemented by integration into an existing pension solution and a 1e pension plan.
- Partnership with firstclass custodian banks: Access to over 15 custodian banks with attractive conditions.
- Partneroriented fee model: Attractive feesharing structure.
- Prime office locations: Work in centrally located offices in Zurich and Bern with the flexibility to work from home.
- Exclusive networking opportunities and insights: Organization of tours and presentations at publicly listed Swiss companies as well as tailormade client events to foster relationships.
- Expense budget
Employment Type
Full Time
Key Skills
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