Managing Partner

Page Executive; Zürich; Vor Ort; Vertraulich; Vollzeit

Zusammenfassung

A leading boutique advisory firm in Zurich is seeking a senior fiduciary services professional. This partnership role involves strategic leadership, business development, and managing client relationships while ensuring compliance and risk management. Ideal candidates will have a strong track record in fiduciary services and be fluent in English.

Qualifikationen

• Minimum 10 years of experience in the fiduciary business.
• Proven track record of successful business development.
• Good command of English is a must.

Aufgaben

• Build and maintain strong relationships with clients and stakeholders.
• Drive business development initiatives to expand the client base.
• Ensure compliance with regulatory requirements.

Kenntnisse

Business Development

Client Relationship Management

Strategic Leadership

Risk Management

Collaboration

Ausbildung

Academic background in finance or legal disciplines

Jobbeschreibung

Opportunity Overview

• Excellent opportunity to join an established, boutique advisory firm
• Entrepreneurial environment where you will cater to the needs of your clients

About Our Client

Our client is a boutique fiduciary and independent advisory firm with headquarters in Zurich. They provide sophisticated planning, advice, and management services with a global reach while maintaining the personalized touch of a boutique firm. Their diverse team brings decades of experience across legal, banking, investments, private equity, and fiduciary sectors globally.

Job Description

• Build and maintain strong relationships with clients, stakeholders, and industry partners
• Leverage your existing network to generate new business
• Provide strategic leadership and direction to the trust and fiduciary services team
• Oversee the development and implementation of trust and fiduciary strategies, ensuring alignment with organizational goals
• Drive business development initiatives to expand the client base and increase revenue
• Ensure compliance with regulatory requirements and industry standards
• Manage risk effectively, implementing measures to mitigate potential issues
• Foster a culture of excellence, collaboration, and continuous improvement within the team
• Assist in leading team members, providing guidance and support for professional growth
• Collaborate with other departments to optimize processes and enhance overall organizational performance

The Successful Applicant

• Minimum 10 years of experience in the fiduciary business
• Proven track record of successful business development and client relationship management
• Entrepreneurial mindset with the ability to work independently and within a collaborative partnership model
• Academic background in either finance or legal disciplines is a plus
• Good command of English is a must, as it is the primary business language
• Some management experience would be advantageous

What's on Offer

A partnership role within an established, boutique advisory firm and the opportunity to help position the firm for the long-term.