Senior Partner - Wealth Manager

Helvetic Trust AG; Bern; On-site; 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

Your mission

• Personalized and Independent Wealth Management: Tailored support for clients across all financial matters.

• Individual, Comprehensive, and Long-Term Solutions: Development of strategies aligned with each client’s unique needs and investment objectives.

• Asset Allocation and Portfolio Management: Precise implementation of the investment strategy defined jointly with clients, taking a holistic view of all asset classes—including liquidity, retirement assets, real estate, and private investments—combined with transparent and regular reporting.

Your profile

• Extensive Network: Strong relationships with high-net-worth individuals, foundations, family offices, and institutional investors.
• Transferable Client Book: Established and portable client portfolio with long-term relationships.
• Deep Expertise in Regulatory Compliance and Risk Management: Thorough understanding of regulatory requirements and best practices in risk oversight.
• Entrepreneurial Mindset and Independent Working Style: Strong business acumen with the ability to take ownership and drive initiatives autonomously.
• High Level of Teamwork, Commitment, and Reliability: Collaborative approach combined with dedication, professionalism, and dependability.

Why us?

• Advanced Portfolio Management System: Comprehensive digital infrastructure supporting efficient and effective wealth management, multi-bank portfolio consolidation, and client reporting.
• 100% Independent: Maximum flexibility in asset allocation within client-specific risk profiles, free from product constraints. Investment strategies can be implemented through direct investments, mutual funds, ETFs, structured products, and derivatives.
• Support from Helvetic Trust Portfolio Management: Access to managed multi-asset strategy mandates in CHF, EUR, or USD, based on a best-in-class selection approach. Benefit from institutional share classes with competitive pricing and exclusive alternative investment opportunities.
• Seamless Onboarding and Immediate Start: Our experienced client service team efficiently supports the transfer of existing client relationships, account openings, and administrative processes. In addition, we provide a comprehensive in-house infrastructure, including office management, HR, marketing support for investment proposals and presentations, event management, as well as risk and compliance management. This is complemented by access to an existing supplementary pension solution (including a 1e plan) and accident insurance coverage. Individual arrangements beyond retirement age and succession planning solutions are also available.
• Partnerships with Leading Custodian banks: Access to more than 15 custodian bank offering attractive all-in pricing conditions.
• Prime Office locations: Work from centrally located, prestigious offices.
• Expense Allowance/Budget: Dedicated budget for business-related expenses.