Job offer
Extra asset manager
Banque Bonh么te & Cie SA is seeking an asset manager to assist clients in shaping their financial future and develop customized solutions for asset management, family office services, and real estate services. The asset manager will support clients in various stages of life, from building wealth to retirement.
Tasks
Our experts accompany you through every stage of life with personal advice and a tailor-made asset and tax plan that includes asset management, family office services, strategic real estate and financial services, and consulting. We manage your assets carefully and responsibly to ensure you have a carefree and sustainable future.stages of life
Our asset managers accompany you through various stages of life, such as:- Building my wealth: We work with you to create tailor-made solutions that are tailored to your ambitions.
- Simplifying my professional life: As an entrepreneur or company executive, we assist you in structuring and protecting your business assets throughout your professional life with personalized solutions.
- Retirement: Whether you are an employee or self-employed, financial planning and occupational pension provision are crucial to preserving your assets in preparation for retirement.
- Moving to Switzerland: Simplify your move to Switzerland thanks to our expertise in domiciliation and asset management.
- Estate planning: We support you with individual estate planning tailored to your needs, so that your family assets are preserved and can be passed on to future generations.
- Managing my real estate: Acquiring, selling, financing, and maintaining real estate requires expertise and support.
Services
We offer the following services:- asset management mandates
- wealth management
- Family Office Services
- Asset consolidation and multi-bank strategy
- real estate services
- financial advice
- Mergers and acquisitions of companies
Job details
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