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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 boost your confidence but also demonstrate your expertise in compliance and risk management during interviews.
✨Tip Number 3
Leverage your existing client relationships to showcase your robust client portfolio management skills. Be prepared to discuss how you have successfully managed a transferable client book exceeding CHF 50 million in AuM.
✨Tip Number 4
Engage with Helvetic Trust's offerings by attending their events or webinars. This will give you insights into their services and help you articulate how you can contribute to their mission of providing personalized and independent financial advice.
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 Relevant Qualifications: Make sure to detail your comprehensive training in banking and finance, as well as any certifications or licenses that demonstrate your qualifications for the 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 Client Relationship Skills
Since managing a transferable client book exceeding CHF 50 million is crucial, share stories that illustrate your ability to build and maintain lasting client relationships. This will show your potential employer that you can effectively manage their client base.
✨Understand Regulatory Compliance
Familiarize yourself with KYC, AML, and other compliance regulations relevant to the role. Be ready to discuss how you have ensured sustainable and compliant business practices in your previous positions.
✨Discuss Customized Solutions
Prepare to talk about how you develop bespoke strategies for clients. Share examples of customized, comprehensive, and long-term solutions you've implemented, emphasizing your autonomy in asset allocation.
