Senior Partner - Wealth Manager

Helvetic Trust AG; Zürich; In loco; 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

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 banks offering attractive all-in pricing conditions.
• Prime Office Locations: Work from centrally located, prestigious offices. Flexible working hours and a modern IT infrastructure enable productive remote and home-office work.
• Expense Allowance/Budget: Dedicated budget for business-related expenses.