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- Aufgaben: Provide personalized financial advice and develop tailored investment strategies for high net worth clients.
- Arbeitgeber: Join Helvetic Trust, a leading independent asset manager in Switzerland, serving elite clients.
- Mitarbeitervorteile: Enjoy flexible work options, premium office locations, and access to top-tier financial resources.
- Warum dieser Job: Be part of a dynamic team that values autonomy and fosters lasting client relationships.
- Gewünschte Qualifikationen: Bring extensive experience in investment advisory and a strong understanding of financial markets.
- Andere Informationen: Access exclusive networking opportunities and innovative investment solutions.
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. 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. #J-18808-Ljbffr
Senior Partner - Wealth Management Arbeitgeber: Whatjobs
Kontaktperson:
Whatjobs 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 might 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. Highlight your experience with high net worth individuals and your approach to building lasting relationships.
✨Tip Number 4
Familiarize yourself with Helvetic Trust's services and values. Understanding their unique approach to wealth management will allow you to align your experience with their needs during discussions.
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 approach to wealth management 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 portfolios and building 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. Mention any relevant certifications or professional development that supports your candidacy for this senior role.
Wie du dich auf ein Vorstellungsgespräch bei Whatjobs vorbereitest
✨Showcase Your Experience
Highlight your extensive experience in investment advisory and asset management. Be prepared to discuss 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, make sure to discuss your understanding of KYC, AML, and cross-border regulations. This will show that you are well-versed in sustainable and compliant business practices.
✨Emphasize Client Relationship Skills
Talk about your approach to building lasting client relationships. Share examples of how you've managed a transferable client portfolio and the strategies you've used to maintain strong connections with clients.
✨Prepare for Tailored Solutions Discussion
Be ready to discuss how you develop customized, comprehensive, and long-term solutions for clients. Think of specific strategies you've implemented that align with clients' unique needs and goals.
