Description
Description de l'entreprise
Client:
Relationship Manager - Family Office
Description de l'entreprise
Client:
A leading multi-family office with a fast-paced, collaborative front office team, closely linked with global offices ( London, Zurich, US etc). They provide high-net-worth families with strategic planning, investment management, administration, and daily advisory services. Renowned for their close-knit, collaborative culture, they place a strong emphasis on teamwork, professionalism, and a balanced, high-performance environment. Finders know this client intimately and can help suitable candidates understand the company culture and team dynamics. Finders as sole headhunter on this search.
Description du poste
Position:
Are you a driven, proactive individual with a strong background in client service, and looking for a new challenge? This unique, front office client relationship role within a multi-family office offers exposure to high-level, international clients and complex structures, providing a rare opportunity to work closely with senior relationship managers. If you come from a Big 4 audit, wealth planning, tax, trusts or advisory background, for example, this is the perfect opportunity to transition your skills into an in-house, front office role for a leading family office. Youll manage key client relationships, gaining hands-on experience in areas like company and trust structures, cross-jurisdictional asset management, and private equity investments. Your role will include both exciting, client-facing tasks, as well as detailed administrative duties such as invoice payments, account openings, workflows, and Excel reporting. While this is not an investment or banking role, you will liaise with both teams and play a crucial role in assisting with the development and maintenance of client relationships. This is a highly collaborative, fast-paced environment where youll quickly gain new responsibilities. This means that you can gain experience working on projects that you would not normally get to be involved in within a large company at this level, so a rather unique job opportunity. Last, but by no means least, the role requires someone who is proactive, client-focused, and willing to dive into both strategic projects and day-to-day tasks with a "get things done" mentality.
Key Responsibilities:
Build and maintain long-term relationships with UHNW clients and their advisors
Present the Group's offerings ( family office services, trusts, tax, corporate structuring, estate planning etc)
Coordinate with internal teams (legal, compliance, trust, accounting, philanthropy, etc.) to manage client affairs
Provide admin and operational support to senior team members on key client relationships
Assist in preparing detailed client reports and meeting materials
Liaise with external professionals (lawyers, tax specialists, asset managers) on client matters
Manage all related administration: banking forms, payments, compliance checks, risk reviews, debt monitoring
Support internal operations and contribute to business development where needed
Profil recherché
Profile:
Bachelors or Master's degree in Finance, Economics, Business or equivalent
Chartered Accountant/ACCAs preferred ( Tax Advisor - international qualification) but not a must
Around 4-6 years' relevant experience in a Big 4 or equivalent (audit/advisory/wealth planning/tax/trusts)
Excellent client service and administrative skills, coupled with strong numeracy and a proven ability to manage and analyze financial data
Proactive, detail-oriented, and solutions-focused - comfortable handling both big-picture and granular tasks
Mature and adaptable, with a strong sense of initiative
Fluent/bilingual English
Strong Excel and MS Office skills
Ideally already based in Switzerland or with compelling reasons to relocate to the Geneva area
Currently holding or eligible for a Swiss work permit (Swiss, EU, EFTA nationals or equivalent)
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