Strategic Asset Manager
vor 1 Tag
Helvetic Trust AG is a leading independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. As Senior Partner, you will work at our strategic locations and be regulated by the competent authorities in Switzerland.
About Your Role- You will provide personalized financial advice to clients across all financial matters.
- You will develop customized, comprehensive, and long-term solutions for clients' unique needs and goals.
- You will have autonomy in asset allocation with no product requirements or restrictions.
- You will have extensive experience in investment advisory and asset management with a proven track record of delivering tailored financial solutions.
- You will have comprehensive training in banking & finance with a deep understanding of financial markets, banking operations, and strategic investment practices.
- You will manage a client portfolio exceeding CHF 50 million in Assets under Management (AuM), focusing on building lasting client relationships.
- You will have expertise in regulatory compliance and risk management, including KYC, Anti-Money Laundering (AML), and cross-border regulations.
- You will have access to an advanced portfolio management system supporting efficient investment management.
- You will have extensive access to money and capital markets to support diverse investment strategies.
- You will leverage model portfolios, structured products, innovative investment ideas, and a cutting-edge proprietary fund.
- You will benefit from comprehensive corporate services, including office management, compliance, HR assistance, and marketing solutions.
- You will have partnership with premier custodian banks offering competitive conditions.
- You will enjoy a partner-level fee-sharing model and exclusive pension solutions.
- You will work from prestigious offices in Zurich and Bern, with flexibility for home office arrangements.
- You will have opportunities for networking and insights through visits to listed Swiss companies and bespoke client events.
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