Client Relationship Manager

vor 2 Wochen

Zurich, Schweiz Trifft Vollzeit

Trifft Zurich, SwitzerlandPosted 10 minutes ago Permanent To be discussed

TRIFFT is an independent, international firm specializing in capital advisory and fiduciary services, with offices in Baar / Zug, Switzerland.

Our purpose is to be the most trusted advisor for our clients by providing innovative financing solutions and bespoke fiduciary services, within a framework of quality, absolute discretion and integrity.

TRIFFT’s Fiduciary Services feature holistic advisory paired with integrated and digital solutions. We are looking for individuals who want to make a difference for sophisticated international and Swiss clients in a modern corporate culture. Due to the expansion of our client base we are going to strengthen our team with a

**Client Relationship Manager (Fiduciary Services) in Corporate & Family Office**

Key responsibilities:

- Management of fiduciary client relationships
- Servicing of international, fiduciary corporate & private clients
- Coordination of clients’ relocation, tax, legal, other personal & family admin matters
- Liaison with local authorities, banks & other service providers on behalf of clients
- Identifying & executing on cross-selling opportunities across range of firm’s services

**Your skills, knowledge and experience**:

- 5+ years’ experience as a CRM, ideally within a private bank, fiduciary office or family office
- Degree in Business Administration, Communication, or related field
- Fluent German and English, other languages a plus
- Excellent interpersonal skills with a proven ability to build trusted relationships with clients
- You work in an independent, careful and precise way as a matter of course, along with a sense of responsibility and commitment to client service
- Proficient MS-Office skills with working knowledge of CRM platforms (e.g. Salesforce)

**What we offer**:

- Working in a dynamic and meritocratic environment
- Dealing daily with interesting international clients and business challenges
- Competitive performance-based compensation package

eFCSoSe

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