Senior Partner - Wealth Manager (a)
We work directly on behalf of our partner and do not charge a placement fee.
What this position has to offer:
- Attractive Partner-oriented fee model
- Advanced portfolio management system
- Maximum freedom in asset allocation
- Efficient onboarding process and assistance of an experienced client service team
- Partnerships with over 15 custodian banks
- Prime office locations and flexible home office options
Interested? Then book a call with us now!
Job Summary
Are you looking for a new challenge?
As a recruiting partner of Helvetic Trust AG, an independent asset manager, we are looking for you as a Senior Partner - Wealth Manager (a). You have a lot of freedom in how you carry out your work and can work from anywhere in Switzerland. You also have the option of working from exclusive offices in Zurich and Bern.
Helvetic Trust focuses on the needs of high-net-worth individuals, family offices, foundations, and institutional clients. Helvetic Trust offers wealth management, asset management, and family office services. Helvetic Trust is regulated by the competent Swiss authorities and licensed as an asset manager by FINMA.
Are you interested? Then schedule an initial meeting with us now!
What You Will Be Doing
- Personalized and independent wealth management: Tailored support for clients in all financial matters.
- Individual, comprehensive, and long-term solutions: Development of strategies aligned with clients' unique needs and investment objectives.
- Asset allocation and portfolio management: Precise implementation of the investment strategy developed with the client, along with transparent and regular reporting.
What You Bring To The Job
- Extensive expertise in investment advisory and wealth management: Proven track record in developing tailored financial solutions and managing broadly diversified investment portfolios.
- Solid education in Banking & Finance: In-depth understanding of financial markets, banking processes, and strategic investment practices – supported by formal education and ongoing professional development.
- Successful client portfolio management: Long-term support of a transferable client base with assets under management exceeding CHF 50 million – with a strong focus on sustainable growth and the cultivation of trusted client relationships.
- Specialization in regulatory compliance and risk management: Comprehensive knowledge of KYC, anti-money laundering (AML), compliance, and cross-border regulations – ensuring legally compliant and forward-looking business practices.
- english: C1 – Advanced
Nice-to-Haves
- Additional languages
Team
You will be part of a team that is relaxed, well thought-out, structured and well-rehearsed, yet ambitious. You can look forward to open, collegial interaction and a corporate culture with flat hierarchies, direct communication and transparency. You'll work with motivated colleagues, benefit from a high degree of freedom, and enjoy a stable working environment.
- Reports to: Member of the Executive Board
- Colleagues: 20
- Team Language: German / English
Benefits
Homeoffice
Portfolio Management System (CRM)
Choice of 15 first-class custodian banks
Fee sharing model with partner status
Seal of quality as multiple award-winning "Best Asset Manager" from BILANZ
Organization of company visits to listed companies and client events
Supplementary insurance to the compulsory accident insurance (UVG)
1e pension plan
About Helvetic Trust
Helvetic Trust is an independent asset manager focused on the needs of high-net-worth individuals, family offices, foundations, and institutional clients. Helvetic Trust offers wealth management, asset management, and family office services. Helvetic Trust is regulated by the competent Swiss authorities and is licensed as an asset manager by FINMA. Helvetic Trust is a legally and financially independent.
The deliberately traditional, cautious and prudent corporate philosophy reflects the values of the founder and partners and leads to clear and understandable investments, a solid client structure and healthy finances.
Helvetic Trust has been regularly ranked among the best asset managers in Switzerland in the BILANZ rating for years - for example, six times in a row as the winner in the "dynamic" category.
- Industry: Financial services
- Founded: 2001
Next Steps
I Am Interested
Check if the salary matches your expectations and if you meet the basic requirements.
Schedule a Call
Select a 20-min slot for a call with a Lionstep recruiter to find out if it's the right job for you.
If There's a Match
Lionstep will connect you directly to the employer to take the process further.
If There's No Match
Lionstep will look for other opportunities you might like and contact you again.
Ready to move forward?
Check out in the next step if the offered salary matches your expectations and if yes, schedule a call with a Lionstep Recruiter to learn more about the job.
Ready to move forward?
Check out in the next step if the offered salary matches your expectations and if yes, schedule a call with a Lionstep Recruiter to learn more about the job.
Not For You?
Do you know someone who might be interested?