h3Your mission /h3ulliPersonalized and Independent Wealth Management: Tailored support for clients across all financial matters /liliIndividual, Comprehensive, and Long-Term Solutions: Development of strategies aligned with each client’s unique needs and investment objectives /liliAsset Allocation and Portfolio Management: Precise implementation of the investment strategy defined jointly with clients, taking a holistic view of all asset classes - including liquidity, retirement assets, real estate, and private investments - combined with transparent and regular reporting /li /ulbr/h3Your profile /h3ulliExtensive Network: Strong relationships with high-net-worth individuals, foundations, family offices, and institutional investors /liliTransferable Client Book: Established and portable client portfolio with long-term relationships. /liliDeep Expertise in Regulatory Compliance and Risk Management: Thorough understanding of regulatory requirements and best practices in risk oversight /liliEntrepreneurial Mindset and Independent Working Style: Strong business acumen with the ability to take ownership and drive initiatives autonomously /liliHigh Level of Teamwork, Commitment, and Reliability: Collaborative approach combined with dedication, professionalism, and dependability /li /ulbr/h3Why us? /h3ulliAdvanced Portfolio Management System: Comprehensive digital infrastructure supporting efficient and effective wealth management, multi-bank portfolio consolidation, and client reporting. /lili100% Independent: Maximum flexibility in asset allocation within client-specific risk profiles, free from product constraints. Investment strategies can be implemented through direct investments, mutual funds, ETFs, structured products, and derivatives. /liliSupport from Helvetic Trust Portfolio Management: Access to managed multi-asset strategy mandates in CHF, EUR, or USD, based on a best-in-class selection approach. Benefit from institutional share classes with competitive pricing and exclusive alternative investment opportunities. /liliSeamless Onboarding and Immediate Start: Our experienced client service team efficiently supports the transfer of existing client relationships, account openings, and administrative processes. In addition, we provide a comprehensive in-house infrastructure, including office management, HR, marketing support for investment proposals and presentations, event management, as well as risk and compliance management. This is complemented by access to an existing supplementary pension solution (including a 1e plan) and accident insurance coverage. Individual arrangements beyond retirement age and succession planning solutions are also available. /liliPartnerships with Leading Custodian Banks: Access to more than 15 custodian banks offering attractive all-in pricing conditions. /liliPrime Office Locations: Work from centrally located, prestigious offices. Flexible working hours and a modern IT infrastructure enable productive remote and home-office work. /liliExpense Allowance/Budget: Dedicated budget for business-related expenses. /li /ul #J-18808-Ljbffr
Senior Partner - Wealth Manager Arbeitgeber: Personio
Personio ist ein hervorragender Arbeitgeber, der eine integrative Kultur fördert, in der Vielfalt geschätzt wird und jeder Mitarbeiter die Möglichkeit hat, sich weiterzuentwickeln. Mit einem flexiblen Arbeitsmodell, das 3 Tage Büropräsenz in München, Dublin oder Berlin erfordert, sowie zusätzlichen Vorteilen wie 28 Tagen bezahltem Urlaub und einem jährlichen Impact Day, bietet Personio nicht nur ein wettbewerbsfähiges Vergütungspaket, sondern auch ein unterstützendes und dynamisches Arbeitsumfeld, das Teamarbeit und persönliche Entwicklung in den Vordergrund stellt.
