Auf einen Blick
- 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 flexible work options, premium office locations, and access to top-tier financial resources.
- Warum dieser Job: Join a dynamic team focused on innovative wealth management solutions and building lasting client relationships.
- Gewünschte Qualifikationen: Extensive experience in investment advisory with a strong understanding of financial markets and compliance.
- Andere Informationen: Opportunity to network with premier custodian banks and participate in exclusive client events.
Das voraussichtliche Gehalt liegt zwischen 90000 - 126000 € 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.
Aufgaben
- Personalized 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.
Qualifikation
- Extensive 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.
Benefits
- Advanced 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.
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Senior Partner - Wealth Management Arbeitgeber: Helvetic Trust AG
Kontaktperson:
Helvetic Trust AG HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Senior Partner - Wealth Management
✨Tip Number 1
Make sure to leverage your existing network in the wealth management sector. Reach out to former colleagues, clients, or industry contacts who might have insights or connections at Helvetic Trust.
✨Tip Number 2
Stay updated on the latest trends and regulations in asset management and financial advisory. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios and delivered tailored financial solutions. Highlighting your experience with high net worth individuals will be crucial.
✨Tip Number 4
Familiarize yourself with Helvetic Trust's services and values. Understanding their approach to wealth management will allow you to align your answers during discussions and show that you're a great fit for their team.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Senior Partner - Wealth Management
Tipps für deine Bewerbung 🫡
Understand the Role: Make sure to thoroughly understand the responsibilities and qualifications outlined in the job description. Tailor your application to highlight your extensive experience in investment advisory and asset management.
Highlight Relevant Experience: Emphasize your proven track record in delivering tailored financial solutions and managing diverse investment portfolios. Include specific examples that demonstrate your expertise in regulatory compliance and risk management.
Showcase Your Client Management Skills: Detail your experience in managing a transferable client portfolio exceeding CHF 50 million in Assets under Management (AuM). Highlight your ability to build lasting client relationships and provide personalized financial advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of Helvetic Trust's values and services. Explain why you are a great fit for the role and how your skills align with their needs for customized, comprehensive, and long-term solutions.
Wie du dich auf ein Vorstellungsgespräch bei Helvetic Trust AG vorbereitest
✨Showcase Your Experience
Highlight your extensive experience in investment advisory and asset management. Be prepared to discuss 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 discuss your understanding of KYC, AML, and cross-border regulations. Share experiences where you ensured sustainable and compliant business practices.
✨Emphasize Client Relationship Management
Talk about your approach to building lasting client relationships. Provide examples of how you've managed a transferable client portfolio exceeding CHF 50 million in Assets under Management (AuM) and the strategies you used to maintain those relationships.
✨Discuss Customized Solutions
Be ready to explain how you develop bespoke strategies tailored to meet clients' unique needs and goals. Discuss your thought process in creating comprehensive and long-term solutions for clients.