Senior partner

Job Summary

We are seeking a seasoned investment professional to join Helvetic Trust AG, an independent asset manager catering to high net worth individuals, family offices, foundations, and institutional investors. The ideal candidate will possess extensive experience in investment advisory and asset management, with a proven track record of delivering tailored financial solutions and managing diverse investment portfolios.


Responsibilities

* Personalized Financial Advice: Provide tailored support for clients across all financial matters.
* Customized Solutions: Develop bespoke strategies designed to meet clients' unique needs and goals.
* Autonomy in Asset Allocation: Enjoy complete freedom in investment decisions with no product requirements or restrictions.


Qualifications

* Investment Advisory Experience: Proven track record of delivering tailored financial solutions and managing diverse investment portfolios.
* Comprehensive Training: Deep understanding of financial markets, banking operations, and strategic investment practices.
* Client Portfolio Management: Manage a transferable client book exceeding CHF 50 million in Assets under Management (AuM).
* Regulatory Compliance and Risk Management: Proficient in KYC, Anti-Money Laundering (AML), compliance, and cross-border regulations.
* Portfolio Management System: Comprehensive tools to support efficient and effective investment management.
* Market Access: Independent and broad market access to support diverse investment strategies.
* Asset Management Support: Leverage model portfolios, structured products, and innovative investment ideas.
* Corporate Services: In-house office management, compliance, HR, assistance, and marketing solutions.
* Fee Sharing Model: Attractive fee-sharing arrangements for partners.
* Pension Solutions: Access to appealing occupational pension plans.
* Office Locations: Work from prestigious offices in Zurich and Bern, with flexibility for home office arrangements.
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