Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d)

KENDRIS; Zürich; Sur place; CHF 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Varied role and responsibilities

Collaborative team environment

Learning and development support

Influence over processes and workflows

International exposure

Résumé du poste

KENDRIS is seeking a senior consultant/manager to coordinate demanding client mandates within our International Wealth Solution / Private Clients area. You will manage complex trust structures, coordinate multiple stakeholders, and ensure high-quality service delivery while supporting senior leadership in client relationships and business development.

The role requires extensive experience in trust and corporate administration, excellent organisational skills, and strong communication abilities.

Qualifications

• Bachelor's degree or equivalent qualification.
• Several years of experience in trust and corporate administration.
• Excellent organisational and planning skills.
• Strong analytical skills and attention to detail.
• Fluent English; other languages advantageous.

Responsabilités

• Independently manage and coordinate assigned client mandates with complex trusts and structures.
• Plan and allocate tasks across entities and jurisdictions; balance priorities.
• Monitor deadlines and workflows for high-quality service delivery.
• Coordinate administration of companies, trusts and foundations; contracts, documentation, compliance, payments, filings.
• Coordinate establishment and liquidation of companies, trusts, and foundations.
• Liaise with accounting specialists for financial statements.
• Support senior leadership in client relationships and meetings.

Connaissances

Organisational skills

Planning skills

Analytical skills

Client-service mindset

Clear communication

Team player

Microsoft Office

AI tools experience

Document management systems

Formation

Bachelor's degree in business administration

Law degree

Diploma in International Trust Management (ITM)

TEP

Equivalent qualification

Commercial education

Outils

SharePoint

Abacus

Description du poste

We are looking for a highly skilled, experienced and client-focused senior consultant or manager to coordinate and administer demanding client mandates within our International Wealth Solution / Private Clients business area. You will bring an in-depth understanding of complex trust structures and excellent organisational skills. In this role, you will ensure efficient, structured and high-quality service delivery, coordinate internal and external stakeholders, and oversee the timely completion of assigned tasks, drawing on specialist expertise where required. You will also support Senior Managers, Directors and Partners in client relationship management and business development.

Your tasks

• Independently manage and coordinate assigned client mandates in line with their complexity and your level of experience, including complex trust and corporate structures, taking ownership of administrative tasks.
• Plan and allocate tasks and responsibilities across entities and jurisdictions ; and proactively balancing different expectations and priorities
• Monitor deadlines and workflows to ensure efficient, high-quality and client-focused service delivery
• Coordinate the administration of companies, trusts and foundations, including contracts, documentation, compliance, payments, filing, and the maintenance of client and structure data
• Coordinate the establishment and liquidation of companies, trusts and foundations
• Liaise with the responsible accounting specialists on the preparation of quarterly, semi-annual and annual financial statements, including notes where applicable
• Support Senior Managers, Directors and Partners in client relationship management and client acquisition, and the preparation for and participation in client meetings
• Provide professional guidance to team members, promote knowledge sharing, and contribute to the continuous improvement of internal workflows and processes

Your profile

• Relevant professional or higher education, such as a Bachelor's degree in business administration, a law degree, a Diploma in International Trust Management (ITM), TEP, or an equivalent qualification
• Alternatively, a commercial education combined with relevant professional experience
• Several years of relevant professional experience in trust and corporate administration, fiduciary services, banking or a related field
• Extensive hands-on experience in the administration of companies, trusts and foundations, particularly in compliance, payments, documentation, client and structure data, and financial reporting
• Excellent organisational and planning skills, with a demonstrated ability to manage competing deadlines and priorities across multiple client mandates and to coordinate internal and external specialists to ensure timely completion and follow-through
• An in-depth understanding of complex trust and corporate structures across jurisdictions, including the roles and responsibilities of the parties involved.
• Strong analytical skills , with the ability to handle day-to-day business matters, recognise risks and coordinate appropriate input from legal, tax and compliance specialists
• A high level of personal responsibility, and resiliencesupported by a structured, meticulous approach and strong attention to detail
• A strong client-service mindset and a commitment to delivering high-quality work
• A professional demeanour, clear communication skills and the ability to adapt to different client situations and needs
• A collaborative team player who shares knowledge, supports colleagues and actively contributes to improvements
• Good working knowledge of Microsoft applications and experience using AI tools
• Experience with document management systems such as SharePoint and with financial management systems such as Abacus , is an advantage
• Good written and spoken business English
• German, Greek or additional language skills are an advantage, depending on market allocation

Your benefits

• A responsible role with a varied scope of activities in the management and coordination of demanding client mandates
• A diverse working environment at the intersection of client services, administration, compliance and financial reporting
• A supportive, highly skilled team offering excellent opportunities to learn through collaboration with experienced Senior Managers, Directors and Partners, as well as internal and external specialists
• The opportunity to take ownership, provide professional support to team members and contribute to the development of working methods and processes
• An environment in which you can apply your expertise and further develop your independence in line with your experience and assigned mandates . Strong support for continuing education and professional qualifications helps you advance your career

KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities.

Any questions? Contact
Marion Lochbihler
HR Business Partner
[phone]