Senior Client Advisor – Entrepreneurs
vor 2 Wochen
Seize your opportunity and take on a key role with significant scope for responsibility and development – the ideal next step for experienced professionals ready to advance their career and make a real impact. Client Mandates: Full responsibility for the comprehensive management of corporate and family structures in Switzerland – advising entrepreneurs and entrepreneurial families with both national and international backgrounds, including planning, budgeting, and reporting. Primary Contact: Provide holistic and long-term advice – from corporate and tax structures to business management issues and complex wealth and succession matters. Accounting & Audit: Responsibility for interim and annual financial statements as well as oversight of limited and statutory audits. Tax & Structures: Lead complex tax matters, review tax files, and develop sustainable optimization strategies. Strategy & Steering: Drive strategic topics such as business valuations, succession and wealth planning, and the implementation of controlling and governance systems. Team & Leadership: Through your active role in direct exchange, you strengthen collaboration, support colleagues, and act as a role model within the team. Your Profile Holistic mindset, long-term client orientation and enthusiasm for complex challenges Entrepreneurial drive, results orientation and the ability to take responsibility in direct client interaction Several years of leadership experience in guiding and developing colleagues – with clear potential to advance towards department head Advanced professional qualification (Certified Fiduciary Expert, Certified Tax Expert, Expert in Accounting and Controlling, Chartered Accountant) – completed or in progress 5–7 years of experience in fiduciary, audit, or tax advisory, ideally in an international environment Fluent in German and English (C1/C2) What We Offer Responsibility & Impact: A key role with direct influence on mandates and client relationships – you shape solutions actively, rather than steering only sub-processes. Attractive Compensation: Competitive salary with performance-based components – your responsibility and results are visibly rewarded. Exclusive Client Base: Direct collaboration with Swiss and international entrepreneurs and families, gaining insights into complex global matters. Agility & Proximity: Short decision-making paths, direct client contact, and the ability to implement holistic solutions independently. Team Culture: Direct exchange, knowledge sharing, and supporting colleagues – building an inspiring working environment together. Development: Individual coaching, leadership programs, and external training opportunities. Working Model: Structured annual working hours with flexibility and regulated compensation of overtime. Are you ready to manage complex mandates holistically, build long-term client relationships, and take the next step in your career within an exclusive environment? We look forward to receiving your application. We build strong, trust-based relationships with our clients, enhanced by an entrepreneurial mindset. #J-18808-Ljbffr
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Senior Client Advisor – Entrepreneurs
vor 1 Woche
Baar, Zug, Schweiz CSF Management Vollzeit CHF 90'000 - CHF 120'000 pro JahrNutzen Sie Ihre Chance und übernehmen Sie eine Schlüsselrolle mit grossem Gestaltungsspielraum und Entwicklungspotenzial – ein idealer nächster Schritt für erfahrene Persönlichkeiten.Ihre VerantwortungMandatsführung: Verantwortung für die umfassende Betreuung von Unternehmens- und Familienstrukturen in der Schweiz – für Unternehmer und...
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Senior Client Advisor – Entrepreneurs
Vor 2 Tagen
Baar, Zug, Schweiz CSF Management VollzeitJob OverviewNutzen Sie Ihre Chance und übernehmen Sie eine Schlüsselrolle mit grossem Gestaltungsspielraum und Entwicklungspotenzial – ein idealer nächster Schritt für erfahrene Persönlichkeiten.Job Details Ihre Verantwortung:• Mandatsführung: Verantwortung für die umfassende Betreuung von Unternehmens- und Familienstrukturen in der Schweiz –...
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Head of Fiduciary
vor 1 Woche
Baar, Schweiz CSF Management AG VollzeitHead of Fiduciary & Client Advisory – Entrepreneurs & Families Take overall responsibility for the fiduciary and advisory practice – a strategic leadership role offering scope for shaping and influencing, direct client impact, and a long‑term development perspective within a demanding and discreet boutique environment. As Head of Fidary & Client...
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Treuhand Client Advisor for Entrepreneurs
vor 2 Wochen
Baar, Schweiz CSF Management AG VollzeitEine internationale Managementberatung in Zug sucht einen engagierten Mitarbeiter, der Verantwortung in der Mandatsführung übernimmt. In dieser Position begleiten Sie Unternehmer und ihre Familien in finanziellen und steuerlichen Angelegenheiten und entwickeln individuelle Lösungen in einem unterstützenden Team. Gefordert sind eine kaufmännische...
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Senior Client Solutions Professional
vor 2 Wochen
Baar, Schweiz Partners Group VollzeitWhat it's about In this position, you will be part of the growing institutional client team covering Switzerland and will make an impact by supporting client acquisition and maintenance across the team and firm. In your role, your primary tasks will include: Support client relationship managers with the preparation for client meetings, pitches, and due...
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Senior Client Solutions Professional
Vor 3 Tagen
Baar, Schweiz Partners Group VollzeitWhat it's about In this position, you will be part of the growing institutional client team covering Switzerland and will make an impact by supporting client acquisition and maintenance across the team and firm. In your role, your primary tasks will include: Support client relationship managers with the preparation for client meetings, pitches, and due...
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Senior Client Solutions Professional
vor 4 Wochen
Baar, Schweiz Partners Group AG VollzeitSelection Process Privacy Notice for Employment Candidates Talent Programs Off-cycle Internships Select how often (in days) to receive an alert: We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD x-tinymce/html 174 billion in assets under management and around 2,000...
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Strategic Fiduciary Lead for Entrepreneurs
vor 1 Woche
Baar, Schweiz CSF Management AG VollzeitAn independent advisory firm in Zug, Switzerland is seeking a Head of Fiduciary & Client Advisory to take overall responsibility for their fiduciary and advisory practice. The role involves managing a fiduciary team, expanding client mandates, and advising on key matters such as governance and tax. Ideal candidates will have significant leadership experience...
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Intern - Client Solutions Switzerland
vor 24 Stunden
Baar, Schweiz Partners Group VollzeitWhat it's about In this position, you will be part of the growing institutional client team covering Switzerland and will make an impact by supporting client acquisition and maintenance across the team and firm. This exciting opportunity has a preferred start date of March 1st 2026, with an anticipated duration of 4-6 months. In your role, your primary tasks...
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Senior Assistant
vor 2 Wochen
Baar, Schweiz Partners Group VollzeitSenior AssistantWhat it's about We are currently looking for a Senior Assistant to join us at our global Headquarters in Zug, Switzerland. In this role you will support the Sustainability team and the Operations team, with the following tasks: Preparation of presentation material for events,mittees, and key meetings Planning and support at international...
