Associate - Family Office

vor 23 Stunden

Zürich, Schweiz Pouly Tradition Vollzeit

Client:

One that Finders work with often and has credibility with - thus able also to explain more to potentially suitable applications about the warm, friendly, busy and dynamic work culture. Our Client is a leading, independent multi-family office with a very well-established global presence and offices across Switzerland. They offer a range of services for high net worth families, to include strategic planning, investments, as well as administration services and day-to-day advice. A very collegial working environment, with strong human values, as part of a close-knit team.

Position:

With the new year and resolutions aplenty, are you now looking perhaps for your second job and hoping to consolidate on your experience gained to date? This could be the perfect next step With your strong head for figures and client relationship management support, you should be passionate about a support role and administration. This position is at the Associate level and your experience could come from a family office, financial services provider, bank, or trust company, for example. This is an exciting new challenge for a dynamic high flyer, who really enjoys administration and supporting a team. Do you have bi-lingual English? Then read on

As part of a busy Front Office Family Office team, you will primarily assist the Relationship Managers in providing professional support and expert client relationship support, high-level administration, and financial analysis. The role also entails assisting the Directors in relation to ongoing business development support. Reporting to the local Head of Family Office, you will also be in close and regular contact with all members of the Front Office Client Support Team, Banking and Compliance departments, as well as Senior Management of the Family Office, and external clients and business contacts.

Your duties will include:

  • Provide full administrative support to Front Office 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.
  • Assist and support the Front Office team on the day-to-day operational running of large clients of the Group.
  • Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients' affairs, including compliance, legal, trust, accounting, investments, treasury & banking, philanthropy, and property.
  • Support financial aspects such as loan schedules or supporting documents.
  • Support the business development/marketing efforts of the Group from an administrative perspective.
  • 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.
  • Assist Managers/Directors in preparation of expert reporting packs for client meetings, which require a thorough knowledge of the client and excellent financial analytical skills.

Profile:

  • Educated to Bachelor's Degree level (Business/Economics/Accounting) or equivalent work experience.
  • Approximately 3 years' relevant experience.
  • Technical or practical knowledge of Family Office services is a strong plus, or those coming from a Trust company or Big 4/financial services.
  • Native or Bi-lingual level of English.
  • A "can-do" approach with an international background, used to a fast pace, pressure, and dynamism.
  • A pro-active person who is able to work independently, with little guidance, as part of a team - passionate about a support role and strong on administration.
  • A genuine desire to help clients and to enjoy working with them - exposure to the type of finesse needed when dealing with clients.
  • Strong client care and service orientation, delivering excellent client service; happy to always go the extra mile.
  • Good at planning ahead and anticipating as well as ultra-organised.
  • Strong numeracy skills (good at Excel, able to understand financial statements, at ease with figures - able to do a balance sheet and a spreadsheet for instance).
  • A strong EQ who is shrewd and bright with excellent attention to detail.
  • Excellent personal presentation with strong interpersonal and communication skills - able and mature enough to present to and deal with all levels of staff, company management, and third parties.
  • A flexible, resilient, open-minded person who is committed, accurate, and able to take ownership and responsibility.
  • A driven person, keen to achieve objectives and strive persistently to achieve their goals.
  • Already resident in the Zurich area with a valid Swiss work permit or eligible; compelling reasons for moving to Zurich if not already locally-based.
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