
Client Relationship Support Specialist
Vor 7 Tagen
**About FINDERS SA:**
FINDERS SA is a leading, independent multi-family office with a global presence and offices across Switzerland. We offer a range of services for high net worth families, including strategic planning, investments, administration services, and day-to-day advice.
The company culture is collegial and values-driven, with a strong emphasis on teamwork and human relationships. As a key member of our Front Office team, you will play a critical role in supporting the maintenance of client relationships and contributing to business development efforts.
**Key Responsibilities:
- Provide administrative support to the Front Office team, focusing on client relationship management and business development activities.
- Assist in the preparation of banking documents, financial reports, and other materials related to client onboarding and day-to-day operations.
- Support the development of marketing initiatives and events to promote the company's services and expertise.
- Liaise with internal teams, external clients, and third-party professionals to gather information and provide expert reporting packs for client meetings.
**Requirements and Qualifications:
- Bachelor's degree in Business, Economics, Accounting, or a related field.
- Approximately 2-3 years of relevant experience in family office, wealth management, Big 4, or wealth planning industries.
- Native or bilingual level of English proficiency.
- Strong presentation skills and excellent customer service experience.
- Proficiency in Excel, data analysis, and numeracy skills.
- Able to work in a fast-paced international environment and manage deadlines under pressure.
We Offer: A dynamic and supportive work environment, opportunities for professional growth and development, and a chance to make a meaningful contribution to the success of our clients.
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