Senior Partner Wealth Management (a)
We work directly on behalf of our partner and do not charge a placement fee.
What this position has to offer:
- Independence in strategic asset allocation
- Asset management solutions are provided
- Attractive fee sharing model with partner status
- Asset manager recognized by FINMA
Interested? Then book a call with us now!
Job Summary
As a recruiting partner of Helvetic Trust AG we are looking for you as Senior Partner Wealth Management (a) for the location in Zurich or Bern. The consciously traditional, cautious and prudent corporate philosophy reflects the values of the founder and partners and results in clear and understandable investments, a solid client structure and healthy finances.
If you are interested, you can arrange an initial meeting with us.
What You Will Be Doing
- Individual and independent support and advice for clients in all financial matters
- Development of customized, holistic and long-term client solutions
- Independence in asset allocation and no product constraints
What You Bring To The Job
- Several years of experience and sound expertise in investment advice and wealth management
- Profound education in banking and/or finance (university degree, AZEK, IAF, CWMA, banking apprenticeship, etc.)
- english: B2 – Upper Intermediate
Nice-to-Haves
- german: C1 – Advanced
Team
You will be part of a team that is relaxed, well thought-out, structured and well-rehearsed, yet ambitious. You can look forward to open, collegial interaction and a corporate culture with flat hierarchies, direct communication and transparency. You will also enjoy generous scope for individual professional and personal development in an atmosphere without an elbow mentality.
- Reports to: Member of the Executive Board
- Colleagues: 20
- Team Language: German / English
Benefits
- Home office
- Exclusive offices in Zurich and Bern
- Organization of company visits to listed companies and client events
- Attractive custodian bank conditions
- Choice of 15 first-class custodian banks
- HR, marketing, asset management (own solutions and products), model portfolios, PMS/CRM, compliance, risk management, assistance, training, etc. are provided
About Helvetic Trust AG
Helvetic Trust is a legally and financially independent, owner-managed company with a focus on wealth management, family office services, asset management, private equity and real estate.
The deliberately traditional, cautious and prudent corporate philosophy reflects the values of the founder and partners and leads to clear and understandable investments, a solid client structure and healthy finances.
Helvetic Trust has been regularly ranked among the best asset managers in Switzerland in the BILANZ rating for years - for example, six times in a row as the winner in the "dynamic" category.
The client structure covers the strategic core markets in Europe. The share capital of Helvetic Trust AG is held 100% by the active partners. The quality of its financial advice, which is independent of banks, guarantees long-term success for its discerning clients.
- Industry: Financial services
- Founded: 2001
Next Steps
I Am Interested
Check if the salary matches your expectations and if you meet the basic requirements.
Schedule a Call
Select a 20-min slot for a call with a Lionstep recruiter to find out if it's the right job for you.
If There's a Match
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If There's No Match
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Ready to move forward?
Check out in the next step if the offered salary matches your expectations and if yes, schedule a call with a Lionstep Recruiter to learn more about the job.
Ready to move forward?
Check out in the next step if the offered salary matches your expectations and if yes, schedule a call with a Lionstep Recruiter to learn more about the job.
Not For You?
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