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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 advanced portfolio management tools, premium office locations, and attractive fee-sharing arrangements.
- Warum dieser Job: Join a dynamic team with autonomy in investment decisions and exclusive networking opportunities.
- Gewünschte Qualifikationen: Extensive experience in investment advisory and a strong understanding of financial markets are essential.
- Andere Informationen: Work from prestigious offices in Zurich and Bern, with flexible home office options.
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 Arbeitgeber: Helvetic Trust
Kontaktperson:
Helvetic Trust HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Senior Partner - Wealth 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 who can vouch for your expertise and potentially refer you to Helvetic Trust.
✨Tip Number 2
Stay updated on the latest trends in wealth management and regulatory compliance. This knowledge will not only help you in interviews but also demonstrate your commitment to the field when engaging with potential colleagues or clients.
✨Tip Number 3
Leverage your existing client relationships to showcase your ability to manage a transferable client book. Be prepared to discuss specific strategies you've implemented that have led to successful outcomes for your clients.
✨Tip Number 4
Engage with Helvetic Trust's online presence, such as their social media channels or webinars. This will not only keep you informed about the company but also provide opportunities to interact with current employees and learn more about their culture.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Senior Partner - Wealth 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: Ensure your CV reflects extensive experience in investment advisory and asset management. Emphasize your proven track record in managing diverse investment portfolios and building lasting client relationships.
Craft a Compelling Cover Letter: Write a personalized cover letter that showcases your expertise in regulatory compliance, risk management, and your ability to develop bespoke financial strategies for high net worth clients.
Highlight Relevant Qualifications: Clearly outline your comprehensive training in banking and finance, along with any certifications or formal education that support your candidacy for the Senior Partner position.
Wie du dich auf ein Vorstellungsgespräch bei Helvetic Trust 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, be ready to talk about your understanding of KYC, AML, and cross-border regulations. Share instances where you ensured compliance in your previous roles.
✨Emphasize Client Relationship Skills
Helvetic Trust values robust client portfolio management. Discuss how you've built and maintained lasting client relationships, particularly with high net worth individuals or family offices, and provide examples of successful outcomes.
✨Prepare for Strategic Discussions
Expect to engage in discussions about customized, comprehensive, and long-term solutions. Prepare to articulate your approach to developing bespoke strategies that meet unique client needs and goals.
