Asset Management Professional with a Strong Track Record

Vor 4 Tagen


Lausanne, Waadt, Schweiz Vaudoise Assurances Vollzeit

Helvetic Trust is an independent asset manager providing wealth management services to high net worth individuals, family offices, foundations, and institutional investors. Our team has expertise in investment advisory and asset management, with a proven track record of delivering tailored financial solutions and managing diverse investment portfolios.

Key Responsibilities
  • We provide personalized financial advice and customized solutions designed to meet clients' unique needs and goals.
  • Our team has autonomy in asset allocation, with complete freedom in investment decisions and no product requirements or restrictions.
Requirements
  • We require extensive experience in investment advisory and asset management, with a proven track record of delivering tailored financial solutions and managing diverse investment portfolios.
  • A comprehensive understanding of financial markets, banking operations, and strategic investment practices is essential.
  • We expect robust client portfolio management skills, with the ability to manage a transferable client book exceeding CHF 50 million in Assets under Management (AuM).
  • Expertise in regulatory compliance and risk management is necessary, including knowledge of KYC, Anti-Money Laundering (AML), and cross-border regulations.
  • We use advanced portfolio management systems to support efficient and effective investment management.
  • Independent access to money and capital markets is required to support diverse investment strategies.
  • We leverage model portfolios, structured products, innovative investment ideas, and a cutting-edge proprietary fund to support our clients.
  • Comprehensive corporate services are provided, including in-house office management, compliance, HR, assistance, and marketing solutions.
  • We have partnerships with premier custodian banks, offering competitive conditions.
  • An attractive fee-sharing arrangement is available for partners.
  • Exclusive pension solutions are offered, including appealing occupational pension plans.
  • Premium office locations are available, with flexibility for home office arrangements.
  • Exclusive opportunities for networking and insights are provided, including visits to listed Swiss companies and bespoke client events.


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