Senior Financial Professional

vor 1 Tag

Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit
Company Overview

H helvetic Trust AG is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our expertise lies in providing personalized and independent financial advice, comprehensive wealth management solutions, and bespoke asset allocation strategies.

Key Responsibilities

We are seeking an experienced Senior Partner to join our team. Key responsibilities include:

  • Developing and implementing tailored financial solutions for clients across all financial matters;
  • Creating customized, comprehensive, and long-term investment strategies that meet clients' unique needs and goals;
  • Managing client portfolios with complete autonomy in investment decisions, ensuring no product requirements or restrictions.
Required Skills and Qualifications

The ideal candidate will possess:

  • Extensive experience in investment advisory and asset management, backed by a proven track record of delivering tailored financial solutions and managing diverse investment portfolios;
  • Comprehensive training in banking & finance, including deep understanding of financial markets, banking operations, and strategic investment practices;
  • Robust portfolio management skills, with experience in managing client portfolios exceeding CHF 50 million in Assets under Management (AuM);
  • Expertise in regulatory compliance and risk management, including proficiency in KYC, Anti-Money Laundering (AML), and cross-border regulations.
Benefits

As a Senior Partner at Helvetic Trust AG, you can expect:

  • Access to advanced portfolio management systems and tools to support efficient investment management;
  • Extensive access to money and capital markets, enabling diverse investment strategies;
  • Leverage of model portfolios, structured products, and innovative investment ideas through our proprietary fund;
  • Comprehensive corporate services, including office management, compliance, HR assistance, and marketing solutions tailored to your needs;
  • Partnership with premier custodian banks offering competitive conditions;
  • Attractive fee-sharing arrangements for partners;
  • Exclusive opportunities for networking and insights through visits to listed Swiss companies and bespoke client events.

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