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Managing Partner (Trust/Advisory boutique)
- 02 juillet
- Kanton Zürich
- CDI
Our 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
ing decades of experience across legal, banking, investments, private equity and fiduciary sectors globally.
Build and maintain strong relationships with clients, stakeholders and industry partners
Leverage your existing network to generate new business
Provide strategic leadership and direction to the trust and fiduciary services team
Oversee the development and implementation of trust and fiduciary strategies, ensuring alignment with organizational goals
Drive business development initiatives to expand the client base and increase revenue
Ensure compliance with regulatory requirements and industry standards
Manage risk effectively, implementing measure to mitigate potential issues
Foster a culture of excellence, collaboration and continuous improvement within the team
Assist in leading team members, providing guidance and support for professional growth
Collaborate with other departments to optimize processes and enhance overall organizational performance
Excellent opportunity to join an established, boutique advisory firm
Entrepreneurial environment where you will cater to the needs of your clients
Minimum 10 years of experience in the fiduciary business
Proven track record of successful business development and client relationship management
Entrepreneurial mindset with the ability to work independently and within a collaborative partnership model
Academic background in either finance or legal disciplines is a plus
Good command of English is a must as it is the primary business language
Some management experience would be advantageous
Ideally experience in trusts and estates
STEP or similar qualification advantageous
A partnership role within an established, boutique advisory firm and the the ability to help position the firm for the long-term.
ing decades of experience across legal, banking, investments, private equity and fiduciary sectors globally.
Build and maintain strong relationships with clients, stakeholders and industry partners
Leverage your existing network to generate new business
Provide strategic leadership and direction to the trust and fiduciary services team
Oversee the development and implementation of trust and fiduciary strategies, ensuring alignment with organizational goals
Drive business development initiatives to expand the client base and increase revenue
Ensure compliance with regulatory requirements and industry standards
Manage risk effectively, implementing measure to mitigate potential issues
Foster a culture of excellence, collaboration and continuous improvement within the team
Assist in leading team members, providing guidance and support for professional growth
Collaborate with other departments to optimize processes and enhance overall organizational performance
Excellent opportunity to join an established, boutique advisory firm
Entrepreneurial environment where you will cater to the needs of your clients
Minimum 10 years of experience in the fiduciary business
Proven track record of successful business development and client relationship management
Entrepreneurial mindset with the ability to work independently and within a collaborative partnership model
Academic background in either finance or legal disciplines is a plus
Good command of English is a must as it is the primary business language
Some management experience would be advantageous
Ideally experience in trusts and estates
STEP or similar qualification advantageous
A partnership role within an established, boutique advisory firm and the the ability to help position the firm for the long-term.
