Your missionPersonalized and Independent Wealth Management: Tailored support for clients across all financial matters.Individual, Comprehensive, and Long-Term Solutions: Development of strategies aligned with each client’s unique needs and investment objectives.Asset Allocation and Portfolio Management: Precise implementation of the investment strategy defined jointly with clients, taking a holistic view of all asset classes—including liquidity, retirement assets, real estate, and private investments—combined with transparent and regular reporting.Your profileExtensive Network: Strong relationships with high-net-worth individuals, foundations, family offices, and institutional investors.Transferable Client Book: Established and portable client portfolio with long-term relationships.Deep Expertise in Regulatory Compliance and Risk Management: Thorough understanding of regulatory requirements and best practices in risk oversight.Entrepreneurial Mindset and Independent Working Style: Strong business acumen with the ability to take ownership and drive initiatives autonomously.High Level of Teamwork, Commitment, and Reliability: Collaborative approach combined with dedication, professionalism, and dependability.Why us?Advanced Portfolio Management System: Comprehensive digital infrastructure supporting efficient and effective wealth management, multi-bank portfolio consolidation, and client reporting.100% Independent: Maximum flexibility in asset allocation within client-specific risk profiles, free from product constraints. Investment strategies can be implemented through direct investments, mutual funds, ETFs, structured products, and derivatives.Support from Helvetic Trust Portfolio Management: Access to managed multi-asset strategy mandates in CHF, EUR, or USD, based on a best-in-class selection approach. Benefit from institutional share classes with competitive pricing and exclusive alternative investment opportunities.Seamless Onboarding and Immediate Start: Our experienced client service team efficiently supports the transfer of existing client relationships, account openings, and administrative processes. In addition, we provide a comprehensive in-house infrastructure, including office management, HR, marketing support for investment proposals and presentations, event management, as well as risk and compliance management. This is complemented by access to an existing supplementary pension solution (including a 1e plan) and accident insurance coverage. Individual arrangements beyond retirement age and succession planning solutions are also available.Partnerships with Leading Custodian banks: Access to more than 15 custodian bank offering attractive all-in pricing conditions.Prime Office locations: Work from centrally located, prestigious offices.Expense Allowance/Budget: Dedicated budget for business-related expenses. #J-18808-Ljbffr
Senior Partner - Wealth Manager in Bern Arbeitgeber: Helvetic Trust AG
Als unabhängiges, schweizerisches Familienunternehmen bietet unser Standort in Sarnen eine hervorragende Arbeitsumgebung für Fachpersonen im Finanz- und Rechnungswesen. Wir fördern eine flexible Arbeitszeitgestaltung und bieten ein kollegiales Team, in dem interessante und abwechslungsreiche Projekte auf Sie warten. Zudem legen wir großen Wert auf die persönliche und berufliche Weiterentwicklung unserer Mitarbeiter, was uns zu einem attraktiven Arbeitgeber macht.
