Senior Relationship Manager

LeoVest Partners AG; Zürich; Vor Ort; CHF 150.000 - 230.000; Vollzeit

Zusammenfassung

LeoVest Partners AG is a Swiss independent EAM and Multi-Family Office headquartered in Zurich, with an office in Geneva. We manage CHF 2 billion in assets and employ 29 professionals with more than 765 years of combined industry experience.

We are among the larger independent EAMs in Switzerland and operate under a democratic governance model, serving HNW and UHNW clients across Europe. A confidential conversation with us could shape the next stage of your career.

Jobbeschreibung

We are looking for Senior Relationship Managers

About LeoVest Partners AG

LeoVest Partners AG is a Swiss independent EAM and Multi-Family Office headquartered in Zurich, with an office in Geneva. Today, we manage CHF 2 billion in assets and employ 29 professionals with more than 765 years of combined industry experience.

We are among the larger independent EAMs in Switzerland, ranking in the top 5% by assets under management, and remain fully owned by our 11 co-founders.

Our partnership is built on a democratic governance model. Strategic decisions are made collectively by the partners, supporting independence, transparency, stability and long-term continuity – for our firm and, most importantly, for our clients.

LeoVest is licensed by FINMA, supervised by AOOS and a member of the Swiss Association of Asset Managers. We serve HNW and UHNW clients across Switzerland, the UK, Germany, the Netherlands, Finland and other European markets, as well as Canada, South Africa and Israel.

Our vision: “Wealth Management Simplified”

In a world where clients have access to an abundance of market information, we believe our role is to help them navigate complexity, stay focused through changing market environments and provide clear advice and solutions.

Beyond traditional asset management, LeoVest provides dedicated, discreet and high-quality wealth management services tailored to the individual needs of our clients.

We offer two distinct investment philosophies. Our Active Investing approach is contrarian and value-oriented, based on rigorous fundamental analysis and a disciplined building-block framework with a long-term investment horizon.

Our Passive Investing approach follows a systematic four-factor model combining Growth, Value, Momentum and Size to provide diversified and cost-efficient market exposure.

Why do experienced Relationship Managers join LeoVest?

The reasons are different.

Some are looking for greater entrepreneurial freedom.

Others want to become true partners rather than remain employees.

Many are attracted by a modern infrastructure, a strong investment offering, an experienced team and a partnership culture where they can actively contribute to shaping the future of the firm.

If you are asking yourself similar questions about the next stage of your career, the recent finews.ch interview about LeoVest provides a good insight into who we are, what we stand for and where we are heading:

LeoVest wächst in zweieinhalb Jahren auf 2 Milliarden Franken

If our model resonates with you, I would be happy to have a confidential conversation.

Stephan Matti
Co-Founder | Partner | CEO