Portfolio Manager Senior

Vor 7 Tagen


Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit

At Helvetic Trust AG, we pride ourselves on being an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.

About Our Services
  • We provide comprehensive wealth management, asset management, and family office services designed to meet the unique needs of our clients.
Responsibilities
  • Deliver personalized financial advice and support to clients across all financial matters.
  • Develop customized investment strategies that align with clients' goals and risk tolerance.
  • Maintain robust client relationships through exceptional communication and service.
Requirements
  • Demonstrated expertise in investment advisory and asset management with a proven track record of success.
  • Comprehensive knowledge of financial markets, banking operations, and strategic investment practices.
  • Strong understanding of regulatory compliance and risk management principles.
What We Offer
  • Advanced portfolio management systems and tools.
  • Extensive access to money and capital markets.
  • Exclusive partnership opportunities with premier custodian banks.


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