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- Aufgaben: Provide personalized financial advice and develop tailored investment strategies for high net worth clients.
- Arbeitgeber: Helvetic Trust is a leading independent asset manager in Switzerland, serving elite clients and institutions.
- Mitarbeitervorteile: Enjoy remote work flexibility, premium office locations, and access to top-tier financial resources.
- Warum dieser Job: Join a dynamic team with autonomy in investment decisions and opportunities for professional growth.
- Gewünschte Qualifikationen: Extensive experience in investment advisory and a strong understanding of financial markets required.
- Andere Informationen: Access exclusive networking events and collaborate with premier custodian banks.
Das voraussichtliche Gehalt liegt zwischen 120000 - 168000 € pro Jahr.
Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by FINMA as an asset manager.AufgabenPersonalized and Independent Financial Advice: Tailored support for clients across all financial matters.Customized, Comprehensive, and Long-Term Solutions: Development of bespoke strategies designed to meet clients‘ unique needs and goals.Autonomy in Asset Allocation: Complete freedom in investment decisions with no product requirements or restrictions.QualifikationExtensive Experience in Investment Advisory and Asset Management: Proven track record of delivering tailored financial solutions and managing diverse investment portfolios.Comprehensive Training in Banking & Finance: Deep understanding of financial markets, banking operations, and strategic investment practices, backed by formal education and professional development.Robust Client Portfolio Management: Manage a transferable client book exceeding CHF 50 million in Assets under Management (AuM), with a strong focus on building lasting client relationships.Expertise in Regulatory Compliance and Risk Management: Proficient in KYC, Anti-Money Laundering (AML), compliance, and cross-border regulations to ensure sustainable and compliant business practices.BenefitsAdvanced Portfolio Management System: Comprehensive tools to support efficient and effective investment management.Extensive Access to Money and Capital Markets: Independent and broad market access to support diverse investment strategies.Helvetic Trust Asset Management Support: Leverage model portfolios, structured products, innovative investment ideas, and a cutting-edge proprietary fund.Comprehensive Corporate Services: In-house office management, compliance, HR, assistance, and marketing solutions tailored to your needs.Partnership with Premier Custodian Banks: Access to over 15 first-class custodian banks offering competitive conditions.Partner-Level Fee Sharing Model: Attractive fee-sharing arrangements for partners.Exclusive Pension Solutions: Access to appealing occupational pension plans.Premium Office Locations: Work from prestigious offices in Zurich and Bern, with flexibility for home office arrangements.Exclusive Opportunities for Networking and Insights: Organize visits to listed Swiss companies and host bespoke client events for relationship building. #J-18808-Ljbffr
Senior Partner - Wealth Management Remote (Switzerland) Employee Asset, Fonds Management Arbeitgeber: Helvetic Trust AG
Kontaktperson:
Helvetic Trust AG HR Team
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Senior Partner - Wealth Management Remote (Switzerland) Employee Asset, Fonds Management
Tipps für deine Bewerbung 🫡
Understand the Company: Familiarize yourself with Helvetic Trust's services and values. Highlight your understanding of their independent asset management approach and how it aligns with your professional philosophy.
Tailor Your CV: Customize your CV to emphasize your extensive experience in investment advisory and asset management. Include specific examples of how you've managed diverse portfolios and built lasting client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your expertise in regulatory compliance and risk management. Discuss your approach to personalized financial advice and how you can contribute to Helvetic Trust's mission.
Highlight Relevant Qualifications: Make sure to detail your comprehensive training in banking and finance, as well as any certifications or formal education that support your candidacy for this senior role.
Wie du dich auf ein Vorstellungsgespräch bei Helvetic Trust AG vorbereitest
✨Showcase Your Experience
Be prepared to discuss your extensive experience in investment advisory and asset management. Highlight specific examples of how you've delivered tailored financial solutions and managed diverse investment portfolios.
✨Demonstrate Regulatory Knowledge
Since expertise in regulatory compliance and risk management is crucial, make sure to articulate your understanding of KYC, AML, and cross-border regulations. Share instances where you ensured compliance in your previous roles.
✨Emphasize Client Relationship Skills
Discuss your approach to building and maintaining lasting client relationships. Provide examples of how you've successfully managed a transferable client book and the strategies you used to enhance client satisfaction.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your ability to develop customized, comprehensive, and long-term solutions for clients. Think about past challenges you've faced and how you navigated them to achieve positive outcomes.
