Wealth Manager as a Senior Partner

Vor 5 Tagen


Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit
About Helvetic Trust AG

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

Job Description

We 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
Requirements
  • Several years of experience in investment advice and asset management
  • Profound training in the field of banking and finance
  • A transferable client book
What We Offer
  • 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.



  • 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...


  • Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

    About 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 Vollzeit

    About 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 Vollzeit

    Senior 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...


  • Zürich, Zürich, Schweiz Swiss Life AG Vollzeit

    Ihre 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...


  • Zürich, Zürich, Schweiz iCapital Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA Vollzeit

    Job 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 Vollzeit

    Unlock 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 Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz Ciena Communications, Inc. Vollzeit

    About 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 Vollzeit

    Ihre 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 Vollzeit

    Ihre 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 Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz Michael Page - Switzerland Vollzeit

    About 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...


  • Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA Vollzeit

    Job 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...


  • Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA Vollzeit

    Job 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,...