Senior Partner - Wealth Management

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.

• 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.

• Extensive Experience in Investment Advisory and Asset Management: Proven track record of delivering tailored financial solutions and managing diverse investment portfolios.
• Comprehensive Training in Banking & Finance: Deep understanding of financial markets, banking operations, and strategic investment practices, backed by formal education and professional development.
• Robust Client Portfolio Management: Manage a transferable client book exceeding CHF 50 million in Assets under Management (AuM), with a strong focus on building lasting client relationships.
• Expertise in Regulatory Compliance and Risk Management: Proficient in KYC, Anti-Money Laundering (AML), compliance, and cross-border regulations to ensure sustainable and compliant business practices.

• Advanced Portfolio Management System: Comprehensive tools to support efficient and effective investment management.
• Extensive Access to Money and Capital Markets: Independent and broad market access to support diverse investment strategies.
• Helvetic Trust Asset Management Support: Leverage model portfolios, structured products, innovative investment ideas, and a cutting-edge proprietary fund.
• Comprehensive Corporate Services: In-house office management, compliance, HR, assistance, and marketing solutions tailored to your needs.
• Partnership with Premier Custodian Banks: Access to over 15 first-class custodian banks offering competitive conditions.
• Partner-Level Fee Sharing Model: Attractive fee-sharing arrangements for partners.
• Exclusive Pension Solutions: Access to appealing occupational pension plans.
• Premium Office Locations: Work from prestigious offices in Zurich and Bern, with flexibility for home office arrangements.
• Exclusive Opportunities for Networking and Insights: Organize visits to listed Swiss companies and host bespoke client events for relationship building.