Independent Wealth Partner for High-Net-Worth Portfolios

Helvetic Trust AG; Bern; Hybrid; CHF 140,000 - 210,000; Full time

Benefits offered by this job

Prime office locations

Expense allowance

Job summary

Personio seeks an experienced wealth management professional to lead independent, client-focused advisory for high-net-worth individuals and institutional clients in Switzerland.

You will craft personalized strategies, oversee asset allocation across liquidity, real estate, and private investments, and provide transparent reporting. The ideal candidate builds durable client relationships and thrives in a collaborative, compliant environment.

Qualifications

• Extensive network with high-net-worth individuals, foundations, family offices, and institutional investors.
• Transferable client book with long-term relationships.
• Deep expertise in regulatory compliance and risk management.
• Entrepreneurial mindset and independent working style.
• Strong teamwork, commitment and reliability.

Responsibilities

• Lead personalized, independent wealth management across financial matters.
• Develop client-centered strategies aligned with investment objectives.
• Oversee asset allocation and portfolio management with holistic view and regular reporting.

Skills

Extensive network

Transferable client book

Regulatory compliance

Risk management

Entrepreneurial mindset

Independent working style

Teamwork

Reliability

Job description

Personio seeks an experienced wealth management professional to lead independent, client-focused advisory for high-net-worth individuals and institutional clients in Switzerland.

You will craft personalized strategies, oversee asset allocation across liquidity, real estate, and private investments, and provide transparent reporting. The ideal candidate builds durable client relationships and thrives in a collaborative, compliant environment.