🇪🇺 Schweiz • Permanent
Independent Wealth Partner for High-Net-Worth Portfolios
🏢 Helvetic Trust AG
📍 bern
📅 24 October 2026
Job Description
Personio seeks an experienced wealth management professional to lead independent, client-focused advisory for high-net-worth individuals and institutional clients in Switzerland.You will craft personalized strategies, oversee asset allocation across liquidity, real estate, and private investments, and provide transparent reporting. The ideal candidate builds durable client relationships and thrives in a collaborative, compliant environment. #J-18808-Ljbffr
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