Finance business partner Jobs in Lausanne
Senior Partner - Wealth Management
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- Neu!
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Professeur particulier de Finance à Pully
SuperProfPully, CHSenior Partner - Wealth Management
Helvetic Trust AGLausanne, Vaud, Switzerland- Quick Apply
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
- Personalized and Independent Financial Advice : Tailored support for clients across all financial matters.
- Customized, Comprehensive, and Long-Term Solutions : Development of bespoke strategies designed to meet clients' unique needs and goals.
- Autonomy in Asset Allocation : Complete freedom in investment decisions with no product requirements or restrictions.
Qualifikation
Benefits
Helvetic Trust ist ein unabhängiger Vermögensverwalter, der auf die Bedürfnisse von vermögenden Privatpersonen, Family-Offices, Stiftungen und Institutionellen ausgerichtet ist. Helvetic Trust bietet an seinen strategischen Standorten Wealth Management, Asset Management und Family Office Dienstleistungen an. Helvetic Trust unterliegt der Regulierung durch die zuständigen Behörden der Schweiz und ist von der FINMA als Vermögensverwalter lizenziert.