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Relationship Manager - Family Office – Finders | JobRevolt

Über den Job

Multi-Family Office mit schnelllebigem, kollaborativem Front-Office-Team und globalen Standorten (u.a. London, Zürich, US). Bietet HNW-Familien strategische Planung, Investment Management, Administration und tägliche Beratung. Front-Office-Client-Relationship-Rolle auf Senior-Associate-Level mit Exposure zu internationalen Kunden und komplexen Strukturen.

Aufgaben

Build and maintain long-term relationships with UHNW clients and their advisors
Present the Group's offerings (e.g. 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
Invoice payments, account openings, workflow coordination, and Excel reporting
Liaise closely with investment and banking teams
Exposure to company and trust structures, cross-jurisdictional asset management, and private equity investments

Profil

Bachelors or Master's degree in Finance, Economics, Business or equivalent
Chartered Accountant/ACCAs preferred (e.g 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)

Rahmenbedingungen

Ort: Geneva area
Level: Senior Associate
Finders as sole headhunter on this search

Relationship Manager - Family Office

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

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