Strategic Asset Manager

vor 1 Tag


Lausanne, Waadt, Schweiz Helvetic Trust AG Vollzeit

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.
Your Qualifications
  • 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.
What We Offer
  • 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.

  • Senior Asset Manager

    Vor 7 Tagen


    Lausanne, Waadt, Schweiz Helvetic Trust AG Vollzeit

    Key ResponsibilitiesWe are seeking an experienced professional to manage a transferable client book exceeding CHF 50 million in Assets under Management (AuM). The ideal candidate will have a strong focus on building lasting client relationships and delivering exceptional results.Qualifications and SkillsExtensive Experience: Proven track record of delivering...


  • Lausanne, Waadt, Schweiz embecta Vollzeit

    Role OverviewWe are seeking a Strategic Account Manager to drive consistent profitable growth by achieving sales objectives within designated pan-European customers. The aim of this role is to further strengthen the business with customers by demonstrating our capabilities and building strong relationships on a European level and become a trusted advisor.


  • Lausanne, Waadt, Schweiz embecta Vollzeit

    About the TeamWe're looking for a highly experienced Strategic Business Development Manager for NEE Region who can drive country revenue growth and financial performance. You'll define tactical and financial goals for countries, optimize commercial footprint and scale, and manage the commercial calendar for the region.You'll also be responsible for...

  • Global IP Manager

    Vor 5 Tagen


    Lausanne, Waadt, Schweiz Michael Page International (Switzerland) SA Vollzeit

    Job Title: Global IP ManagerWe are seeking an experienced Global IP Manager to join our team. In this role, you will be responsible for driving strategic growth through patent innovation strategy across different business units. You will collaborate with international R&D teams to evaluate and capitalize on innovation opportunities, lead and align our patent...

  • Strategic Analyst

    Vor 6 Tagen


    Lausanne, Waadt, Schweiz International Olympic Committee – IOC Vollzeit

    Career Opportunities: Strategic AnalystThe IOC is a unique organisation that has a vision to build a better world through sports.As a Research & Insights Manager, you will be responsible for delivering impactful reports, dashboards and presentations to communicate key information and results to senior stakeholders.Main Responsibilities:Design, manage and...


  • Lausanne, Waadt, Schweiz Capgemini Vollzeit

    As a strategic business partner, you will play a key role in driving digital innovation and transformation within Capgemini Invent. Located in over 30 studios and more than 60 offices around the world, our team comprises a 13,000+ strong group of strategists, data scientists, product and experience designers, brand experts, and technologists who develop new...


  • Lausanne, Waadt, Schweiz Helvetic Trust AG Vollzeit

    OverviewHelvetic Trust AG is a renowned asset manager, catering to high net worth individuals, family offices, foundations and institutional investors. Our firm offers comprehensive wealth management, asset management and family office services at our strategic locations.ResponsibilitiesPersonalized Financial Support: Deliver tailored financial advice and...

  • Senior Partner

    vor 3 Wochen


    Lausanne, Waadt, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...


  • Lausanne, Waadt, Schweiz SICPA Vollzeit

    We are seeking a highly skilled Strategic Procurement Specialist to join our team at SICPA.Key Responsibilities:IDentify and evaluate potential suppliers to meet our needs.Negotiate contracts to secure the best terms and conditions.Organize and manage requests for proposals (RFPs) for various projects.Review supplier proposals and make recommendations.Ensure...


  • Lausanne, Waadt, Schweiz TN Switzerland Vollzeit

    Job DescriptionWe are seeking a highly skilled Procurement Planner to join our team at TN Switzerland. As a key member of our procurement team, you will be responsible for planning the procurement cycle, procuring basic goods and services, and maximizing cost savings and cost avoidance efforts.Key ResponsibilitiesDevelop and implement effective procurement...


  • Lausanne, Waadt, Schweiz KFC Corporation Vollzeit

    KFC Corporation is seeking a talented Strategic Communications Lead to help shape the narrative of our growth and role in society as a responsible, relevant, and modern brand. This is an exciting opportunity to join a newly emerging function at the Pan-European level and make a significant impact on our global reputation.As a key member of our Corporate...


  • Lausanne, Waadt, Schweiz Patrimonium Asset Management AG Vollzeit

    Job DescriptionWe are seeking a highly skilled and organized individual to join our middle office team as a Financial Operations Manager. The successful candidate will be responsible for assisting in the management of the fund's operational processes, including cash monitoring and reporting.Prepare and review capital calls, distributions, quarterly account...


  • Lausanne, Waadt, Schweiz TN Switzerland Vollzeit

    Key SkillsStrategic thinking skills: forward-thinking, takes initiative, and knows how to prioritize.Project management: demonstrated ability to manage and deliver projects within budget and on time.


  • Lausanne, Waadt, Schweiz ONWARD (GTX Medical) Vollzeit

    About the JobThe Manufacturing Engineering Manager is responsible for overseeing the design, review, and optimization of manufacturing and assembly processes for new and revised product designs. This includes developing innovative processes to meet product and manufacturing specifications, managing industrialization projects with external manufacturers, and...


  • Lausanne, Waadt, Schweiz Technis Vollzeit

    At Technis, we are redefining how physical spaces interact with people. By leveraging advanced data technologies and AI, we decode real-world interactions to enhance safety, optimize operations, and enrich experiences, while maintaining a strong commitment to sustainability. Our data platform is at the heart of this mission, transforming raw data from IoT...

  • Commercial MANAGER

    vor 1 Woche


    Lausanne, Waadt, Schweiz Steinhem direct search Vollzeit

    Job DescriptionOur client is a Swiss International Engineering and Construction development company in the fields of infrastructure and energy with aspirations to grow as an international developer, investor and contractor for projects in strategically selected high growth infrastructure markets.Based in Zurich, they are looking for a Commercial...


  • Lausanne, Waadt, Schweiz LB Partners SA Vollzeit

    Job Description:The Financial Operations Manager is a crucial role at LB Partners SA, responsible for overseeing the company's entire financial operations. This includes managing both local and international activities, ensuring timely and accurate financial reporting, and contributing to strategic decision-making.Key Responsibilities:Accounting and...


  • Lausanne, Waadt, Schweiz Inexto SA Vollzeit

    Our Mission:Inexto SA aims to be the leading provider of Track & Trace solutions for the Consumer Goods industry, empowering customers worldwide to make informed decisions.Your Task:Strategic Account Management: Manage and develop strategic relationships within assigned accounts, ensuring long-term growth and partnership.Sales Performance Enhancement: Drive...


  • Lausanne, Waadt, Schweiz Helvetic Trust AG Vollzeit

    As a Senior Portfolio Specialist at Helvetic Trust AG, you will play a crucial role in catering to the needs of high net worth individuals, family offices, foundations and institutional investors. You will work at our strategic locations, regulated by the competent authorities in Switzerland.About Your Key ResponsibilitiesYou will deliver personalized...


  • Lausanne, Waadt, Schweiz DFL Vollzeit

    The International Olympic Committee (IOC) is a guardian for the Olympic Games and the leader of the Olympic Movement. As a truly global organisation, it serves as a catalyst for collaboration between all Olympic stakeholders, including athletes, National Olympic Committees (NOCs), International Sports Federations (IFs), Organising Committees for the Olympic...