Wealth Manager as a Senior Partner
Vor 5 Tagen
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 FINMA as an asset manager.
Aufgaben- Individual and independent support and advice for clients in all aspects of wealth and investment advice
- Developing customised, holistic and long-term client solutions
- Implementing individualised asset allocation tailored to client needs (investor profile, strategic and tactical asset allocation, etc.)
- Several years of experience and sound expertise in investment advice and asset management
- Profound training in the field of banking & finance
- You have a transferable client book
- Portfolio management system
- Corporate services such as compliance, assistance, HR and marketing in-house
- Broad and independent access to the money and capital markets
- Choice of 15 first-class custodian banks with attractive conditions
- Fee sharing model with partner status
- Attractive occupational pension solution
- Exclusive offices in Zurich and Bern
- Home office
- Organisation of company visits to listed companies and exclusive client events
Helvetic Trust ist ein unabhängiges und inhabergeführtes Unternehmen, schwergewichtig tätig in den Bereichen Wealth Management, Family Office Services, Asset Management und Private Equity.
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Wealth Manager as a Senior Partner
Vor 5 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Job DescriptionWe are seeking a skilled Wealth Manager to join our team as a Senior Partner. As a key member of our wealth management team, you will be responsible for providing...
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Wealth Manager as a Senior Partner
Vor 5 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG Vollzeit{"h2": "About Helvetic Trust AG", "p": "Helvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Our services include wealth management, asset management and family office services at our strategic locations. We are regulated by the competent authorities in...
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Wealth Manager as a Senior Partner
Vor 6 Tagen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic 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...
-
Wealth Manager as a Senior Partner
Vor 5 Tagen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic 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...
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Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic 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...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic 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...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic 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...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors. Our company offers wealth management, asset management, and family office services at its strategic locations. We are regulated by the competent authorities in Switzerland and...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic 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...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment advice.Develop customised, holistic, and long-term...
-
Wealth Manager as a Senior Partner
vor 2 Wochen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment advice.Develop customised, holistic, and long-term...
-
Wealth Manager as a Senior Partner
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Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitAbout Helvetic Trust AGHelvetic Trust AG is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations, and institutional investors.Key ResponsibilitiesProvide individual and independent support and advice to clients in all aspects of wealth and investment advice.Develop customised, holistic, and long-term...
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