Senior Wealth Manager
Vor 5 Tagen
We are an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.
Key Responsibilities- Provide individualized support and advice to clients in all aspects of wealth and investment management
- Develop customized, holistic, and long-term client solutions
- Implement tailored asset allocation strategies to meet client needs
- Several years of experience in investment advice and asset management
- Profound training in banking and finance
- A transferable client book
- Portfolio management system
- Corporate services, including compliance, assistance, HR, and marketing
- 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
- Organization of company visits and exclusive client events
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