Senior Investment Manager with Customized Solutions

vor 1 Monat


Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit
Job Description

We are seeking an experienced Senior Investment Manager to join our team at Helvetic Trust AG. As a key member of our wealth management department, you will be responsible for providing independent support and advice to high net worth individuals, family offices, foundations, and institutional investors.

Key Responsibilities:
  • Develop customized, holistic, and long-term client solutions that cater to their unique needs and investment goals
  • Implement individualized asset allocation strategies tailored to each client's profile, risk tolerance, and investment objectives
About Us

Helvetic Trust AG is a reputable and licensed asset manager in Switzerland, regulated by FINMA and catering to the needs of discerning clients. Our team offers comprehensive wealth management, asset management, and family office services from our strategic locations in Zurich and Bern.

Requirements:
  • Several years of experience in investment advice and asset management, with a proven track record of success
  • Profound training in banking & finance, with a strong understanding of financial markets and instruments
  • A transferable client book or a proven ability to build relationships with high net worth individuals
What We Offer:
  • A competitive salary range of CHF 120,000 - CHF 180,000 per year, depending on experience
  • Portfolio management system access and corporate services, including compliance, assistance, HR, and marketing support
  • Broad access to money and capital markets, with choice of 15 first-class custodian banks
  • Fee-sharing model with partner status and attractive occupational pension solution
  • Exclusive offices in Zurich and Bern, with home office flexibility and opportunities for company visits and client events


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