Treuhand Client Advisor for Entrepreneurs

vor 2 Wochen

Baar, Schweiz CSF Management AG Vollzeit

Eine 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 Ausbildung und gute Kenntnisse in Abacus und Microsoft Office. Wir bieten ein kollegiales Umfeld und individuelle Förderung Ihrer Karriere.
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  • Senior Client Advisor – Entrepreneurs

    vor 2 Wochen

    Baar, Schweiz CSF Management AG Vollzeit

    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...

  • Head of Fiduciary

    vor 1 Woche

    Baar, Schweiz CSF Management AG Vollzeit

    Head 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...

  • Senior Client Advisor – Entrepreneurs

    vor 1 Woche

    Baar, Zug, Schweiz CSF Management Vollzeit CHF 90'000 - CHF 120'000 pro Jahr

    Nutzen 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...

  • Senior Client Advisor – Entrepreneurs

    Vor 3 Tagen

    Baar, Zug, Schweiz CSF Management Vollzeit

    Job 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 –...

  • Strategic Fiduciary Lead for Entrepreneurs

    vor 1 Woche

    Baar, Schweiz CSF Management AG Vollzeit

    An 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...

  • Private Wealth Client Relationship Manager for the Nordics

    vor 3 Wochen

    Baar, Schweiz Partners Group Vollzeit

    Private Wealth Client Relationship Manager for the Nordics Location: Baar, CH We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 174 billion in assets under management and around 2,000 professionals across 23 offices worldwide. Partners Group is an equal opportunity employer...

  • Private Wealth Client Relationship Manager for the Nordics

    vor 2 Wochen

    Baar, Schweiz Partners Group Vollzeit

    What it's about Partners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment, Partners Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIFs since 2016 and has established...

  • Private Wealth Client Relationship Manager for the Nordics

    vor 2 Wochen

    Baar, Schweiz Partners Group Vollzeit

    What it's about Partners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment, Partners Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIFs since 2016 and has established...

  • Private Wealth Client Relationship Manager for the Nordics

    Vor 3 Tagen

    Baar, Zug, Schweiz Partners Group Vollzeit

    What It's AboutPartners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment, Partners Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIFs since 2016 and has established...

  • Private Wealth Client Relationship Manager for the Nordics

    Vor 3 Tagen

    Baar, Zug, Schweiz -60ce-4e38-874a-9a3f4fd61777 Vollzeit

    What it's aboutPartners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment, Partners Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIFs since 2016 and has established...