Wird geladen...

Relationship Manager - Family Office – Finders | JobRevolt

Über den Job

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. 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.

Aufgaben

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
Hands-on experience in areas like company and trust structures, cross-jurisdictional asset management, and private equity investments
Detailed administrative duties such as invoice payments, account openings, workflows, and Excel reporting
Liaise with investment and banking teams

Profil

Bachelor's 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)
Proactive, client-focused, and willing to dive into both strategic projects and day-to-day tasks with a "get things done" mentality

Rahmenbedingungen

Ort: Geneva area, Switzerland
Front office role within a multi-family office
Finders as sole headhunter on this search
Ref: #LI-SG1

Benefits

Exposure to high-level, international clients and complex structures
Opportunity to work closely with senior relationship managers
Highly collaborative, fast-paced environment where you'll quickly gain new responsibilities
Experience working on projects not normally accessible at this level within a large company
Close-knit, collaborative culture with strong emphasis on teamwork, professionalism, and a balanced, high-performance environment

Relationship Manager - Family Office

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Benefits

Weitere offene Stellen