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Senior Partner Wealth Management

vor 3 Monaten

Zürich, Zürich, Schweiz Lionstep Vollzeit

On behalf of Helvetic Trust AG, we are searching for their next Senior Partner Wealth Management.

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.)
  • En: B2 – Upper Intermediate
Nice-to-Haves
  • Ge: C1 – Advanced
Team
  • Reports to: Member of the Executive Board
  • Colleagues: 20
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