Junior Client Relationship Manager - Family Office

Description de l'entreprise

Client:

A well\-established, independent multi\-family office with a strong international presence and offices across Switzerland and globally. The firm provides high\-net\-worth and ultra\-high\-net\-worth families with strategic planning, investment management, administration and day\-to\-day advisory services. The company has a close\-knit, collaborative culture, with a strong emphasis on teamwork, professionalism and high\-quality client service. Finders has worked with this client for many years and can provide candidates with a good understanding of the culture, team and working environment.

Description du poste

Position:

Are you looking for a client relationship role within a leading multi\-family office where you can build on your existing experience and develop your career?

This is a broad Front Office / Client Relationship position supporting and developing relationships with HNW/UHNW clients and their advisors. The level of responsibility will depend on your experience, making this an interesting opportunity for someone with around 2\-3 years' experience through to a more experienced professional looking to take the next step in their career.

You will work closely with senior Relationship Managers and a range of internal and external specialists, gaining exposure to complex international structures, trusts, corporate matters, cross\-jurisdictional assets, private equity and wealth planning.

The role combines client relationship support with a significant amount of hands\-on administration and financial analysis. It would suit someone who enjoys working across both the detail and the bigger picture, is comfortable dealing with figures and documentation, and has a genuine interest in understanding and supporting clients' affairs.

Candidates coming from a Big 4 audit/advisory, tax, trust, wealth planning or similar financial services background could also be well suited, particularly if looking to move into a more commercially focused, in\-house Front Office environment. This is a particularly good opportunity for someone who wants genuine exposure to UHNW clients and complex international matters, with the opportunity to take on increasing responsibility and develop their career within a highly collaborative multi\-family office environment.

Key Responsibilities:

• Support and develop long\-term relationships with HNW/UHNW clients, family members and their advisors
• Work closely with senior Relationship Managers on key client relationships and, depending on experience, take increasing responsibility for client matters
• Coordinate with internal teams including legal, compliance, trust, accounting, investments, philanthropy and risk
• Liaise with external professionals including lawyers, tax specialists, trustees and asset managers
• Assist with or manage banking payments, account openings, compliance documentation, risk reviews and debt monitoring
• Prepare detailed client reporting packs, financial analysis and meeting materials, using Excel extensively
• Assist with financial processes including loan schedules, reporting and analysis of client structures
• Gain exposure to trusts, corporate structures, estate planning, tax and other family office services
• Support the presentation and coordination of the Group's services to clients and their advisors
• Contribute to internal projects, business development and marketing initiatives where required
• Take responsibility for both strategic projects and day\-to\-day administration, with a proactive "get things done" approach

Profil recherché

Profile:

• Bachelor's or Master's degree in Finance, Economics, Business, Accounting or a related discipline
• Approximately 2\-6\+ years' relevant experience, depending on level, ideally gained within financial services, Big 4 audit/advisory, tax, trusts, wealth planning or a similar environment
• Strong client service skills and an interest in developing long\-term client relationships
• Strong numerical ability, with confidence interpreting financial statements and analysing financial information
• Excellent Excel and MS Office skills
• Highly organised, proactive and detail\-oriented, with the ability to manage both detailed administration and broader client matters
• Comfortable working with a wide range of internal and external stakeholders
• Mature, adaptable and solutions\-focused, with a strong sense of initiative
• Some practical knowledge of trusts, corporate structures, tax or wealth planning would be advantageous but is not essential
• An accounting or tax qualification such j4id10413612a j4it0939a j4iy26a