Junior Client Relationship Manager
vor 1 Woche
Client:
A leading, global multi family office offering a close-knit, collegial, fast-paced Geneva office team to join.
Position:
Are you a worker bee, hungry and driven for a new challenge?
A client that Finders know intimately so can help explain the culture to any prospective, suitable applicant for this exciting client relationship management role at the junior/mid-level.
Your background should ideally be from a family office or another type of institution that understands the business, such as a trust company.
Those who are ACCA-qualified or studying towards, combined with the customer service, client service experience, as well as strong on all the administration that goes along with it, is the ideal type of profile.
Would suit someone used to hard-working, Anglo-Saxon working style with like-minded high flyers, who are down to earth, humble and grounded.
As the company continues to grow it's Geneva office, this position of junior client relationship manager, is working within a medium-sized front office team reporting to the local Senior Client Relationship Manager of the Family Office in Switzerland.
This role also involves close and regular interaction with Directors/Managers within the Family Office and also with external clients and business contacts together with all members of the Family Office Client Support Service, Banking and Compliance departments.
The role entails developing and managing client relationships by providing professional advice/support and expert high-level administration.The role also involves assisting the more senior Relationship Managers and Directors as regards ongoing business development and administration of client affairs.
To keep in mind that this role, whilst an exciting front office position dealing with client service, can be very administratively burdensome.
You will be doing all the more exciting tasks listed below, but also having to be involved in aspects such as workflows on the Family Office's systems, the payment of invoices, the opening and closing of bank accounts etc.
Perhaps also doing some excel spreadsheets and reporting too.You will be able to advance quickly and the more experienced relationship managers will give you more responsibility at any time You can for example be included in interesting trust/company structures (which hold properties, private equity investments, other investments), dealing with how the assets are structured across different jurisdictions (according to different company, trust and tax laws), the setting up of companies etc.
his means that you can gain experience working on projects that you would not normally get to be involved in within a large company at this level, so a rather unique job opportunity.
(To keep in mind this is not an investment role, although you will liaise with the Family Office investment team and their business development team).
Key Responsibilities:
- Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers
- Discuss with clients the Group offerings, e.g. family office services, corporate and trust structuring, tax and estate planning etc
- Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients' affairs, including compliance, legal, trust, accounting, philanthropy and property
- Assist and support the Family Office team on daytoday operational running of large clients of the Group
- Assist Managers/Directors in the preparation of expert reporting packs for client meetings, which require a thorough knowledge of the client and excellent financial analytical skills
- Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients' affairs
- Provide full administrative support on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, requesting payments, monitoring debtors, periodic risk reviews and obtaining compliance when necessary
- Such other duties as the management may from time to time reasonably require, including those relating to internal business operational responsibilities and business development
Profile:
- Master's degree in Finance, Chartered Accountant, Legal or equivalent
- 35 years' relevant experience from a family office, trust company, wealth management company or similar
- An international background and used to working in a fastpaced, international environment a must
- A proactive team player, able to work independently with little guidance not afraid to be curious, go the extra mile, ask questions, seek for information, take initiative
- Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third pa
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