Front Office UHNW Client Relationship Associate

Finders SA; Zürich; Vor Ort; CHF 110.000 - 170.000; Vollzeit

Zusammenfassung

Finders SA is seeking an Associate to Senior Associate to move into an in-house client relationship role within a leading multi-family office. You will support and develop relationships with HNW/UHNW clients and their advisors, gaining exposure to complex international structures, trusts, corporate matters and wealth planning.

Working closely with senior Relationship Managers in a small, collaborative team, you will progressively take on more responsibility and broaden your experience across

Qualifikationen

• Bachelor's or Master's degree in Finance, Economics, Business, Accounting, Law or related discipline.
• Approximately 2-6+ years' relevant experience in financial services or similar environments.
• Strong client service and administrative skills with the ability to build long-term relationships.
• Numerate and confident with financial information and reporting.

Aufgaben

• Support and develop long-term relationships with HNW/UHNW clients, family members and advisors.
• Collaborate with senior Relationship Managers on key client relationships.
• Coordinate with internal teams (legal, compliance, trust, accounting, investments, philanthropy, risk).
• Liaise with external professionals (lawyers, tax specialists, trustees, asset managers).
• Assist with banking payments, account openings, compliance documents, risk reviews, debt monitoring.

Kenntnisse

Client relationship

Administrative skills

Numerate

Excel

Ausbildung

Bachelor's or Master's in Finance/Economics/Business/Accounting/Law

Tools

Excel

Jobbeschreibung

Finders SA is seeking an Associate to Senior Associate to move into an in-house client relationship role within a leading multi-family office. You will support and develop relationships with HNW/UHNW clients and their advisors, gaining exposure to complex international structures, trusts, corporate matters and wealth planning.

Working closely with senior Relationship Managers in a small, collaborative team, you will progressively take on more responsibility and broaden your experience across