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- Aufgaben: Provide personalized financial advice and develop tailored investment strategies for high net worth clients.
- Arbeitgeber: Helvetic Trust is a licensed 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 client relationships and innovative investment solutions in a prestigious environment.
- Gewünschte Qualifikationen: Extensive experience in investment advisory with a strong understanding of financial markets and compliance.
- Andere Informationen: Opportunity to manage a significant client portfolio and collaborate with premier custodian banks.
Das voraussichtliche Gehalt liegt zwischen 72000 - 108000 € 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
Kontaktperson:
Helvetic Trust 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 may have insights into Helvetic Trust or can provide a referral.
✨Tip Number 2
Stay updated on the latest trends and regulations in asset management and wealth 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 personalized financial advice will allow you to align your responses 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 read the job description for the Senior Partner position at Helvetic Trust. Understand the key responsibilities and qualifications required, especially focusing on personalized financial advice and asset management.
Highlight Relevant Experience: In your application, emphasize your extensive experience in investment advisory and asset management. Provide specific examples of how you have successfully managed diverse investment portfolios and built lasting client relationships.
Showcase Your Qualifications: Detail your comprehensive training in banking and finance. Mention any formal education or professional development that has equipped you with a deep understanding of financial markets and strategic investment practices.
Demonstrate Compliance Knowledge: Illustrate your expertise in regulatory compliance and risk management. Discuss your proficiency in KYC, AML, and cross-border regulations, as these are crucial for ensuring sustainable business practices at Helvetic Trust.
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, especially 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 financial strategies. Prepare to articulate your approach to developing bespoke strategies that meet unique client needs and goals.
