Ähnliche Jobs

Client Relationship Manager Assistant - Family Office - Geneva

Client Relationship Manager Assistant - Family Office - Geneva

Client Relationship Manager Assistant - Family Office - Geneva

Client Relationship Manager Assistant - Family Office - Geneva

Finders SA

Banken, Finanzdienstleistungen

Genf

  • Art der Beschäftigung: Vollzeit
  • Vor Ort

Client Relationship Manager Assistant - Family Office - Geneva

Über diesen Job

A well-established, independent 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. A Client that Finders know well and have worked with for many years, thus able to explain well the culture to potential applicants.
Client Relationship Manager Assistant - Family Office - Geneva
Are you skilled in relationship management support, financial analysis, accounting and administration? Looking to build on your experience in a dynamic, high-caliber environment? This full-time Associate position, based in Geneva, would suit a dynamic, bright, energetic junior who is eager to support a busy team of client relationship managers in a top-tier multi-family office as part of an extremely collaborative team, with like-minded people. A structured career path is on offer, with opportunities to evolve over time.

Key Responsibilities:
- 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.
- Bachelor's degree in Business, Economics, Accounting or Finance
- 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 English and fluent Italian; French a plus but not a must
- 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
Avenue du Théâtre 7 1005 Lausanne

Unternehmens-Details

company logo

Finders SA

Personaldienstleistungen und -beratung

Lausanne, Schweiz

Ähnliche Jobs

Administrative Assistant

SICPA SA

Prilly + 0 weitere

76.500 CHF93.000 CHF

Administrative Assistant

Prilly + 0 weitere

SICPA SA

76.500 CHF93.000 CHF

Assistant Manager, Human Resource (Operation & Administrative) (Taiwan Based)

Cummins Inc.

Premier + 0 weitere

80.000 CHF100.500 CHF

Assistant Manager, Human Resource (Operation & Administrative) (Taiwan Based)

Premier + 0 weitere

Cummins Inc.

80.000 CHF100.500 CHF

Associate Director, Franchise Strategic Planning & Operations

Cummins Inc.

Marlow + 0 weitere

Associate Director, Franchise Strategic Planning & Operations

Marlow + 0 weitere

Cummins Inc.

Assistant Accountant

Marriott International, Inc

Port BE + 0 weitere

Assistant Accountant

Port BE + 0 weitere

Marriott International, Inc

BACK OFFICE LOGISTICS OPERATIONS SPECIALIST (German Speaker) / INTERNATIONAL BODY CARE BRA

Sidler SA

Svizzera + 0 weitere

Neu · 

BACK OFFICE LOGISTICS OPERATIONS SPECIALIST (German Speaker) / INTERNATIONAL BODY CARE BRA

Svizzera + 0 weitere

Sidler SA

Neu · 

Assistant B&F Director (long term) - W VERBIER

Marriott International, Inc

Verbier + 0 weitere

Assistant B&F Director (long term) - W VERBIER

Verbier + 0 weitere

Marriott International, Inc

Reception Team Leader (m/f/d)

aja Resorts Ruhpolding

Ruhpolding + 0 weitere

45.500 €62.500 €

Reception Team Leader (m/f/d)

Ruhpolding + 0 weitere

aja Resorts Ruhpolding

45.500 €62.500 €

Commercial Clerk (m/f/d) in the Commodities Division

Vollers

Hamburg + 0 weitere

Commercial Clerk (m/f/d) in the Commodities Division

Hamburg + 0 weitere

Vollers

Personnel Office Clerk (m/f/d)

Schütze + Seifert GmbH & Co. KG

Würzburg + 0 weitere

33.500 €41.500 €

Personnel Office Clerk (m/f/d)

Würzburg + 0 weitere

Schütze + Seifert GmbH & Co. KG

33.500 €41.500 €