Managing Partner
vor 2 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 office.
- Commercially-minded with a proven track record in client acquisition and fostering organic growth.
- Academic background in either finance or legal disciplines is a plus.
- Excellent command of English as the primary business language; proficiency in other languages a plus.
- Some management experience will be beneficial for this role.
- Banking experience, though not mandatory, is advantageous.
- Location: 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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