Save Job Back to Search Job Description Summary Similar Jobs added 22/05/2025Excellent opportunity to join an established, boutique advisory firmEntrepreneurial environment where you will cater to the needs of your clientsAbout Our ClientOur client is a boutique fiduciary and independent advisory firm with headquartners in Zurich. They provide sophisticated planning, advice, and management services with a global reach while mainting the peronlized touch of a boutique firm. Their diverse team bring decades of experience across legal, banking, investments, private equity and fiduciary sectors globally.Job DescriptionBuild and maintain strong relationships with clients, stakeholders and industry partnersLeverage your existing network to generate new businessProvide strategic leadership and direction to the trust and fiduciary services teamOversee the development and implementation of trust and fiduciary strategies, ensuring alignment with organizational goalsDrive business development initiatives to expand the client base and increase revenueEnsure compliance with regulatory requirements and industry standardsManage risk effectively, implementing measure to mitigate potential issuesFoster a culture of excellence, collaboration and continuous improvement within the teamAssist in leading team members, providing guidance and support for professional growthCollaborate with other departments to optimize processes and enhance overall organizational performanceThe Successful ApplicantMinimum 10 years of experience in the fiduciary businessProven track record of successful business development and client relationship managementEntrepreneurial mindset with the ability to work independently and within a collaborative partnership modelAcademic background in either finance or legal disciplines is a plusGood command of English is a must as it is the primary business languageSome management experience would be advantageousIdeally experience in trusts and estatesSTEP or similar qualification advantageousWhat's on OfferA partnership role within an established, boutique advisory firm and the the ability to help position the firm for the long-term.Quote job refJN-042024-6405821Job summaryJob FunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerIndustryFinancial ServicesLocationZürichContract TypePermanentJob ReferenceJN-042024-6405821Job NatureHome Office
