Key Responsibilities:
We are seeking a Senior Partner to join our team. As a Senior Partner, you will be responsible for providing personalized and independent financial advice to clients across all financial matters.
You will also develop customized, comprehensive, and long-term solutions designed to meet clients' unique needs and goals.
In addition, you will have autonomy in asset allocation, with complete freedom in investment decisions without any product requirements or restrictions.
About the Role:
This is a key role that requires extensive experience in investment advisory and asset management, as well as comprehensive training in banking & finance.
You will need to manage a transferable client book exceeding CHF 50 million in Assets under Management (AuM), with a strong focus on building lasting client relationships.
Additionally, you will need to be proficient in regulatory compliance and risk management, including KYC, Anti-Money Laundering (AML), compliance, and cross-border regulations.
* Job Requirements:
* Extensive experience in investment advisory and asset management
* Comprehensive training in banking & finance
* Strong client relationship-building skills
* Proficiency in regulatory compliance and risk management
Benefits:
As a Senior Partner, you will enjoy a range of benefits, including access to advanced portfolio management systems, extensive access to money and capital markets, Helvetic Trust Asset Management support, and partnership with premier custodian banks.
You will also benefit from an attractive fee-sharing arrangement and exclusive opportunities for networking and insights.
Our company culture values innovation, collaboration, and excellence, and we offer a dynamic work environment that supports your growth and development.