Wealth Manager as a Senior Partner

Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors.

Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by FINMA as an asset manager.

Aufgaben

• Individual and independent support and advice for clients in all aspects of wealth and investment advice
• Developing customised, holistic and long-term client solutions
• Implementing individualised asset allocation tailored to client needs (investor profile, strategic and tactical asset allocation, etc.)

Qualifikation

• Several years of experience and sound expertise in investment advice and asset management
• Profound training in the field of banking & finance
• You have a transferable client book

Benefits

• Portfolio management system
• Corporate services such as compliance, assistance, HR and marketing in-house
• Broad and independent access to the money and capital markets
• Choice of 15 first-class custodian banks with attractive conditions
• Fee sharing model with partner status
• Attractive occupational pension solution
• Exclusive offices in Zurich and Bern
• Home office
• Organisation of company visits to listed companies and exclusive client events

Helvetic Trust ist ein unabhängiges und inhabergeführtes Unternehmen, schwergewichtig tätig in den Bereichen Wealth Management, Family Office Services, Asset Management und Private Equity.