Independent Wealth Partner & HNW Strategy Lead

Helvetic Trust AG; Zürich; Ibrido; CHF 180.000 - 280.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible working hours

Prestigious central offices

Expense budget for business-related成本

Descrizione del lavoro

Personio Zürich seeks an experienced wealth management professional to deliver personalized and independent wealth management for high-net-worth clients across all financial matters. You will develop strategies aligned with client needs, integrating asset allocation and comprehensive reporting within a multi-asset framework.

Work with an entrepreneurial team to manage client onboarding, ongoing advisory, and risk oversight, while benefiting from a flexible hybrid model and central Zurich

Competenze

• Deep expertise in regulatory compliance and risk management
• Transferable client book with long-term relationships
• Entrepreneurial mindset and independent working style

Conoscenze

Extensive network

Client book

Regulatory compliance

Entrepreneurial mindset

Teamwork & reliability

Descrizione del lavoro

Personio Zürich seeks an experienced wealth management professional to deliver personalized and independent wealth management for high-net-worth clients across all financial matters. You will develop strategies aligned with client needs, integrating asset allocation and comprehensive reporting within a multi-asset framework.

Work with an entrepreneurial team to manage client onboarding, ongoing advisory, and risk oversight, while benefiting from a flexible hybrid model and central Zurich