Managing Partner (Trust/Advisory boutique) | Zurich, CH

Michael Page - Switzerland; Zürich; Vor Ort; CHF 120’000 - 180’000; Vollzeit

Zusammenfassung

A leading boutique advisory firm in Zurich seeks a partner to enhance their trust and fiduciary services. The role involves client management, strategic leadership, and expanding business development initiatives while ensuring compliance and fostering team collaboration. Candidates should possess extensive experience and a strong client relations background.

Qualifikationen

• Minimum 10 years of experience in the fiduciary business.
• Entrepreneurial mindset with the ability to work independently.
• Good command of English as primary business language.

Aufgaben

• Build and maintain strong relationships with clients and stakeholders.
• Oversee development and implementation of fiduciary strategies.
• Drive business development initiatives to expand client base.

Kenntnisse

Business Development

Client Relationship Management

Leadership

Compliance

Risk Management

Ausbildung

Academic background in finance or legal disciplines

STEP qualification or similar

Jobbeschreibung

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
• Ideally experience in trusts and estates
• STEP or similar qualification advantageous

What's on Offer

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