Strategic Partnership Opportunities

Vor 7 Tagen


Zürich, Zürich, Schweiz TN Switzerland Vollzeit

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors.

Our Services
  • Wealth Management: Comprehensive wealth management services tailored to meet clients' unique needs and goals.
  • Asset Management: Independent asset management solutions designed to optimize investment returns.

Key Responsibilities:

  • Deliver personalized financial advice to clients.
  • Develop bespoke strategies to meet clients' unique needs.
  • Manage client portfolios with autonomy in asset allocation.

Requirements:

  • Proven track record in investment advisory and asset management.
  • Comprehensive training in banking & finance.
  • Robust client portfolio management skills.
  • Expertise in regulatory compliance and risk management.


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