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Junior Client Relationship Manager Assistant - Family Office – Finders | JobRevolt

Über den Job

A well-established, leading multi-family office with a strong global presence and offices across Switzerland. They provide high-net-worth families with strategic planning, investment management, administration, and daily advisory services. Known for a collegial, close-knit culture, they value teamwork, professionalism, and human connection. Finders are acting as sole headhunter on this position.

Aufgaben

Provide full administrative support, including banking payments + investment, compliance documentation, and risk reviews
Assist in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments etc)
Support financial processes, including loan schedules and financial reporting
Coordinate with external professionals such as lawyers, tax specialists, and asset managers
Prepare expert reporting packs for client meetings, requiring strong financial acumen
Contribute to business development and marketing initiatives

Profil

Bachelors degree in Business, Economics, Accounting or Finance
Around 2-3 years experience from a financial services company, Big 4, or equivalent
At ease in a client relationship support role offering an extremely high level of service
Numeracy skills, ability to interpret financial statements, and proficiency in Excel (spreadsheets etc)
Strong interpersonal and communication abilities, comfortable engaging with all levels of management within a fast-paced, corporate environment
At ease on figures - able to assimilate and explain reports, agreements etc
Bi-lingual/fluent English
Some practical knowledge of trust and corporate structuring a plus but not a must
Highly organized, proactive, and detail-oriented with excellent client service skills
Ideally already based in the Geneva area, with a valid Swiss work permit/eligibility or compelling reasons for relocation

Rahmenbedingungen

Full-time Associate-level position
Based in Geneva
Structured career path with progression to Senior Associate, Client Relationship Manager and beyond

Junior Client Relationship Manager Assistant - Family Office

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

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