![Lionstep AG](https://media.trabajo.org/img/noimg.jpg)
Senior Partner Wealth Management
vor 3 Wochen
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
- 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.)
- german : C1 – Advanced
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
- 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
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.
- Founded : 2001
Check if the salary matches your expectations and if you meet the basic requirements.
Schedule a CallSelect 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 MatchLionstep will connect you directly to the employer to take the process further.
If There's No MatchLionstep will look for other opportunities you might like and contact you again.
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.
Do you know someone who might be interested?
#J-18808-Ljbffr-
Senior Partner Wealth Management
vor 4 Wochen
Zürich, Schweiz Lionstep VollzeitOn behalf of Helvetic Trust AG, we are searching for their next Senior Partner Wealth Management.Job SummaryAs 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...
-
Senior Partner Wealth Management
vor 4 Wochen
Zürich, Schweiz Lionstep AG VollzeitOn 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...
-
Senior Partner Wealth Management
vor 3 Wochen
Zürich, Schweiz Lionstep AG VollzeitOn 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...
-
Senior Partner Wealth Management
Vor 7 Tagen
Zürich, Zürich, Schweiz Lionstep VollzeitOn behalf of Helvetic Trust AG, we are searching for their next Senior Partner Wealth Management.Job SummaryAs 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...
-
Senior Partner Wealth Management
vor 3 Wochen
Zürich, Schweiz Lionstep VollzeitOn behalf of Helvetic Trust AG, we are searching for their next Senior Partner Wealth Management.Job SummaryAs 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...
-
Auditor Wealth und Asset Management
Vor 7 Tagen
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist eine gut geführte...
-
Senior Wealth Manager mit Akquisitionsflair
Vor 7 Tagen
Zürich, Zürich, Schweiz oprandi & partner ag, zürich VollzeitFINMA lizenzierter Vermögensverwalter in Zürich, der Teil einer internationalen Finanzgruppe im Schweizer Familienbesitz ist, sucht nachhaltige Verstärkung Einleitung Unsere Auftraggeberin ist eine übersichtliche, internationale Unternehmensgruppe, die seit mehreren Jahrzehnten umfassende Beratungsdienstleistungen im Rechts-, Steuer- und Finanzbereich...
-
Senior Operations Analyst – Wealth Management
vor 3 Wochen
Zürich, Zürich, Schweiz Cognizant VollzeitSenior Operations Analyst – Wealth Management (Zurich, Switzerland) Do you have extensive operations experience in Wealth Management, and are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible, full-time Senior Operations Analysts in Wealth Management. This hybrid banking and financial services role comes with...
-
Senior Operations Analyst – Wealth Management
vor 1 Monat
Zürich, Zürich, Schweiz Cognizant VollzeitSenior Operations Analyst – Wealth Management (Zurich, Switzerland) Do you have extensive operations experience in Wealth Management, and are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible, full-time Senior Operations Analysts in Wealth Management. This hybrid banking and financial services role comes with...
-
Senior Operations Analyst – Wealth Management
vor 3 Wochen
Zürich, Schweiz Cognizant VollzeitSenior Operations Analyst – Wealth Management (Zurich, Switzerland) Do you have extensive operations experience in Wealth Management, and are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible, full-time Senior Operations Analysts in Wealth Management. This hybrid banking and financial services role comes with...
-
Senior Operations Analyst – Wealth Management
vor 1 Woche
Zürich, Zürich, Schweiz Cognizant VollzeitSenior Operations Analyst – Wealth Management (Zurich, Switzerland) Do you have extensive operations experience in Wealth Management, and are you looking for a new challenge in Zurich? Cognizant is expanding its team and seeking flexible, full-time Senior Operations Analysts in Wealth Management. This hybrid banking and financial services role comes with...
-
Assistentin Wealth Management
vor 1 Woche
Zürich, Zürich, Schweiz COLOMBO WEALTH SA VollzeitASSISTANT Relationship Manager Wealth Management in Zürich (50-70%)GERMANJob InformationFür unser Team im Bereich Wealth Management in Zürich suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Manager, welche folgende Aufgaben übernimmt:Proaktive und effiziente Unterstützung der Relationship Manager bei der...
-
Wealth Management Assistant
vor 1 Woche
Zürich, Zürich, Schweiz Redstone Private Banking VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Senior Wealth Planner
vor 3 Wochen
Zürich, Zürich, Schweiz Swiss Life AG VollzeitSenior Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung....
-
Senior Wealth Planner
vor 1 Monat
Zürich, Zürich, Schweiz Swiss Life AG VollzeitSenior Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung....
-
Senior Wealth Planner
vor 2 Monaten
Zürich, Zürich, Schweiz Swiss Life AG VollzeitSenior Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung....
-
Senior Wealth Planner
Vor 7 Tagen
Zürich, Zürich, Schweiz Swiss Life AG VollzeitSenior Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung....
-
Senior Wealth Planner
vor 3 Wochen
Zürich, Zürich, Schweiz Swiss Life AG VollzeitSenior Wealth Planner & Relationship Manager, Zürich (w,m,d)Swiss Life Wealth Management AGZürichWir von Swiss Life Wealth Managers sind ein aufstrebendes und agiles Startup in der Swiss Life Unternehmensgruppe. Unsere erfahrenen Wealth Planner unterstützen unsere Kundinnen und Kunden in allen Fragen rund um private Finanzen und Vermögensverwaltung....
-
Zürich, Schweiz Goldman Sachs VollzeitPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by...
-
Zürich, Schweiz Goldman Sachs VollzeitPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by...