Managing Partner
vor 3 Wochen
About Our Client
Our client is a boutique fiduciary and independent advisory firm with headquarters in Zurich. They provide sophisticated planning, advice, and management services with a global reach while maintaining the personalized touch of a boutique firm. Our diverse team, fluent in multiple languages, brings decades of experience across legal, banking, investment, private equity, and fiduciary sectors in different parts of the globe.
Job Description
Provide strategic leadership and direction to the trust and fiduciary services team.Oversee the development and implementation of trust and fiduciary strategies, ensuring alignment with organizational goals.Build and maintain strong relationships with clients, stakeholders, and industry partners.Drive business development initiatives to expand the client base and increase revenue.Ensure compliance with regulatory requirements and industry standards.Manage risk effectively, implementing measures to mitigate potential issues.Foster a culture of excellence, collaboration, and continuous improvement within the team.Assist in leading team members, providing guidance and support for professional growth.Collaborate with other departments to optimize processes and enhance overall organizational performance. The Successful Applicant At least 10 years of experience in the fiduciary business, either directly or indirectly via multi-family officeCommercially-minded with a proven track record in client acquisition and fostering organic growthAcademic background in either finance or legal disciplines is a plusExcellent command of English as the primary business language; proficiency in other languages a plusSome management experience will be beneficial for this roleBanking experience, though not mandatory, is advantageousLocation : Flexible location, with a willingness to travel to Zurich periodically.What's on Offer
Senior job opportunity as a managing partner
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