Wealth Manager as a Senior Partner
Vor 5 Tagen
Helvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.
Job DescriptionWe are seeking a skilled Wealth Manager to join our team as a Senior Partner. As a key member of our wealth management team, you will be responsible for providing individual and independent support and advice to clients in all aspects of wealth and investment advice.
Key Responsibilities- Developing customised, holistic, and long-term client solutions
- Implementing individualised asset allocation tailored to client needs
- Providing expert advice on investment strategies and portfolio management
- Several years of experience in investment advice and asset management
- Profound training in the field of banking and finance
- A transferable client book
- Portfolio management system
- Corporate services such as compliance, assistance, HR, and marketing in-house
- Broad and independent access to the money and capital markets
- Choice of 15 first-class custodian banks with attractive conditions
- Fee sharing model with partner status
- Attractive occupational pension solution
- Exclusive offices in Zurich and Bern
- Home office
Helvetic Trust AG is a leading independent asset manager, and we are committed to providing our clients with exceptional service and expertise. If you are a motivated and experienced wealth manager looking for a new challenge, we encourage you to apply for this exciting opportunity.
-
Wealth Manager as a Senior Partner
Vor 5 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit{"h2": "About Helvetic Trust AG", "p": "Helvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our services include wealth management, asset management and family office services at our strategic locations. We are regulated by the competent authorities in...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors. Our company offers wealth management, asset management, and family office services at its strategic locations. We are regulated by the competent authorities in Switzerland and...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment advice.Develop customised, holistic, and long-term...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment advice.Develop customised, holistic, and long-term...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment advice.Develop customised, holistic, and long-term...
-
Senior Wealth Manager
Vor 5 Tagen
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitAbout Marmot Invest AGMarmot Invest AG is a Swiss wealth manager dedicated to serving women and empowering them to achieve financial freedom. Our mission is to close the financial gender gap by providing tailored financial solutions and guidance to women and their families.Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced...
-
Senior Wealth Manager
Vor 5 Tagen
Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG VollzeitSenior Relationship Manager HNWI/UHNWIWir suchen eine erfahrene und motivierte Persönlichkeit als Senior Relationship Manager HNWI/UHNWI für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich.Aufgaben und VerantwortlichkeitenPflege und Vertiefung von Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten MarktBieten Sie den...
-
Senior Wealth Manager
vor 1 Tag
Zürich, Zürich, Schweiz Swiss Life AG VollzeitIhre VerantwortungWir suchen eine erfahrene Person, die unsere Initiative in Zürich massgeblich und erfolgreich mitprägen möchte. Als Senior Wealth Manager werden Sie verantwortlich für die Ausbildung von neuen Mitarbeitenden und den Aufbau eines starken Beraterteams sein.Ein weiterer wichtiger Aspekt Ihrer Arbeit ist die Beratung und Betreuung unserer...
-
Global Wealth Manager Liaison
vor 3 Wochen
Zürich, Zürich, Schweiz iCapital VollzeitAbout the RoleiCapital is seeking a highly skilled and experienced professional to join our Client Solutions EMEA Global Marketplace team as a Global Marketplace EMEA Specialist.Key ResponsibilitiesSupport the development and execution of the fund sales strategy to Wealth Managers in the EMEA region.Build and maintain strong relationships with Wealth...
-
Senior Account Manager
vor 2 Wochen
Zürich, Zürich, Schweiz NZZone Vollzeit{"h1": "Senior Account Manager", "p": "At NZZone, we're seeking a highly skilled Senior Account Manager to join our International Wealth Management division in Zurich. As a key member of our team, you'll be responsible for overseeing account openings, executing tasks and processes, and delivering top-notch service to our clients. With a strong affinity for...
-
Wealth Management Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitJob Title: VP, Wealth Management SpecialistDescriptionDeutsche Bank's Wealth Management business is a leading global wealth manager, offering a comprehensive range of investment solutions and advice to high net worth individuals and families. As a trusted partner, we create lasting value for our clients through bespoke solutions and expert advice.Key...
-
Senior Account Partner
vor 12 Stunden
Zürich, Zürich, Schweiz Veeva Systems VollzeitUnlock Your Potential as a Senior Account Partner at Veeva SystemsAs a Senior Account Partner at Veeva Systems, you will be responsible for driving sales growth and customer satisfaction across our Consumer Goods and Chemicals industries. With a proven track record of managing complex sales cycles, you will work closely with our marketing, strategy, and...
-
Risk Management Expert
vor 3 Wochen
Zürich, Zürich, Schweiz coni+partner AG VollzeitAbout the RoleWe are seeking a highly skilled Risk Management Expert to join our team at coni+partner AG. As a Group Audit Manager Risk & Compliance, you will play a critical role in ensuring the effective management of risks within our client's Wealth Management division.Key ResponsibilitiesAnalyze and assess various Wealth Management Risks, including...
-
Senior Partner Account Manager
Vor 6 Tagen
Zürich, Zürich, Schweiz Ciena Communications, Inc. VollzeitAbout the RoleCiena is committed to fostering a culture that prioritizes individual growth, well-being, and belonging. As a Partner Account Manager, you will play a key role in driving growth through System Integrators, indirect Value-Added Resellers and Distributors (VAR & VAD), and Solution Provider partner channels.ResponsibilitiesBuild lasting...
-
Wealth Manager
Vor 3 Tagen
Zürich, Zürich, Schweiz Swiss Life AG VollzeitIhre AufgabenAls Wealth Manager bei Swiss Life Wealth Management AG sind Sie verantwortlich für die ganzheitliche Beratung und Betreuung unserer Kunden bei der Vermögensplanung und -organisation. Sie arbeiten selbstständig an komplexen Beratungskonzepten in den Bereichen Anlagen, Vermögensorganisation und Steueroptimierung.Ein weiterer Schwerpunkt Ihrer...
-
Wealth Manager
Vor 2 Tagen
Zürich, Zürich, Schweiz Swiss Life AG VollzeitIhre AufgabenAls Wealth Manager bei Swiss Life Wealth Management AG sind Sie verantwortlich für die ganzheitliche Beratung und Betreuung unserer Kunden bei der Vermögensplanung und -organisation. Sie arbeiten selbstständig an komplexen Beratungskonzepten in den Bereichen Anlagen, Vermögensorganisation und Steueroptimierung.Ein weiterer Schwerpunkt Ihrer...
-
Senior Account Manager
vor 3 Wochen
Zürich, Zürich, Schweiz NZZone VollzeitAbout NZZoneNZZone is a leading global wealth management company with strong investment banking and asset management capabilities. We are a global force employing over 45,000 people in 50 countries, with a strong presence in the Middle East, NRI, Turkey & Africa region.Job SummaryWe are seeking a highly motivated and experienced Senior Account Manager to...
-
Head of Wealth Management and Business Development
vor 3 Wochen
Zürich, Zürich, Schweiz Michael Page - Switzerland VollzeitAbout Our CompanyOur company, Michael Page - Switzerland, is a leading recruitment agency specializing in financial services. We are proud to partner with a well-established Swiss Asset Manager regulated by FINMA.Job SummaryWe are seeking an experienced Head of Wealth Management to join our client's executive management team. As a key member of the team, you...
-
Wealth Management Specialist
vor 3 Wochen
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitJob DescriptionAbout the RoleWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at 0877 Deutsche Bank (Suisse) SA. As a key member of our Wealth Management business, you will be responsible for providing exceptional client service and building strong relationships with high net worth and ultra-high net worth...
-
VP, Wealth Management Specialist, Swiss
vor 13 Stunden
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitJob Title: VP, Wealth Management Specialist, SwissDescriptionDeutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs,...