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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, focused on wealth management.
- Mitarbeitervorteile: Enjoy hybrid work options, premium office locations, and access to top-tier custodian banks.
- Warum dieser Job: Join a dynamic team with autonomy in investment decisions and opportunities for networking and insights.
- Gewünschte Qualifikationen: Extensive experience in investment advisory and a strong understanding of banking and finance required.
- Andere Informationen: Manage a client portfolio exceeding CHF 50 million and benefit from a partner-level fee sharing model.
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.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 Lausanne, Switzerland (hybrid) Employee Asset, Fonds Management Arbeitgeber: Helvetic Trust AG
Kontaktperson:
Helvetic Trust AG HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Senior Partner - Wealth Management Lausanne, Switzerland (hybrid) Employee Asset, Fonds Management
✨Tip Number 1
Make sure to highlight your extensive experience in investment advisory and asset management during networking events. Connect with professionals in the industry and discuss your proven track record of delivering tailored financial solutions.
✨Tip Number 2
Familiarize yourself with the regulatory landscape in Switzerland, especially KYC and AML regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and risk management.
✨Tip Number 3
Leverage your existing client relationships to showcase your robust client portfolio management skills. Be prepared to discuss how you've successfully managed a transferable client book exceeding CHF 50 million in AuM.
✨Tip Number 4
Engage with Helvetic Trust's offerings by researching their advanced portfolio management system and unique investment strategies. Showing genuine interest in their tools and services can set you apart during discussions.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Senior Partner - Wealth Management Lausanne, Switzerland (hybrid) 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 approach to wealth management 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 Your Client Management Skills: In your application, make sure to mention your experience managing a transferable client portfolio exceeding CHF 50 million in AuM. Provide insights into your strategies for building and maintaining strong client relationships.
Wie du dich auf ein Vorstellungsgespräch bei Helvetic Trust AG vorbereitest
✨Showcase Your Experience
Make sure to highlight your extensive experience in investment advisory and asset management. Prepare specific examples of how you've delivered tailored financial solutions and managed diverse investment portfolios.
✨Demonstrate Regulatory Knowledge
Be ready to discuss your expertise in regulatory compliance and risk management. Familiarize yourself with KYC, AML, and cross-border regulations, as these are crucial for sustainable business practices in wealth management.
✨Emphasize Client Relationship Skills
Since managing a transferable client book is key, prepare to talk about your approach to building lasting client relationships. Share success stories that illustrate your ability to understand and meet clients' unique needs.
✨Understand the Company’s Offerings
Research Helvetic Trust's services and tools, such as their advanced portfolio management system and access to premier custodian banks. Being knowledgeable about their offerings will show your genuine interest and help you align your skills with their needs.
