Client Relationship Manager Assistant - Family Office - Geneva
Client Relationship Manager Assistant - Family Office - Geneva
A well-established, independent multi-family office with a strong global presence and offices across Switzerland. They provide high-net-worth families with strategic planning, investment management, administration, and daily advisory services. Known for a collegial, close-knit culture, they value teamwork, professionalism, and human connection. A Client that Finders know well and have worked with for many years, thus able to explain well the culture to potential applicants.
Client Relationship Manager Assistant - Family Office - Geneva
Are you skilled in relationship management support, financial analysis, accounting and administration? Looking to build on your experience in a dynamic, high-caliber environment? This full-time Associate position, based in Geneva, would suit a dynamic, bright, energetic junior who is eager to support a busy team of client relationship managers in a top-tier multi-family office as part of an extremely collaborative team, with like-minded people. A structured career path is on offer, with opportunities to evolve over time.
Key Responsibilities:
- Provide full administrative support, including banking payments + investment, compliance documentation, and risk reviews
- Assist in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments etc)
- Support financial processes, including loan schedules and financial reporting
- Coordinate with external professionals such as lawyers, tax specialists, and asset managers
- Prepare expert reporting packs for client meetings, requiring strong financial acumen
- Contribute to business development and marketing initiatives.
- Bachelor's degree in Business, Economics, Accounting or Finance
- 2-3 years' experience from a financial services company, Big 4, or equivalent
- At ease in a client relationship support role offering an extremely high level of service
- Numeracy skills, - ability to interpret financial statements, and proficiency in Excel (spreadsheets etc)
- Strong interpersonal and communication abilities, comfortable engaging with all levels of management within a fast-paced, corporate environment
- At ease on figures - able to assimilate and explain reports, agreements etc
- Bi-lingual English and fluent Italian; French a plus but not a must
- Some practical knowledge of trust and corporate structuring a plus but not a must
- Highly organized, proactive, and detail-oriented with excellent client service skills
- Ideally already based in the Geneva area, with a valid Swiss work permit/eligibility or compelling reasons for relocation
Key Responsibilities:
- Provide full administrative support, including banking payments + investment, compliance documentation, and risk reviews
- Assist in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments etc)
- Support financial processes, including loan schedules and financial reporting
- Coordinate with external professionals such as lawyers, tax specialists, and asset managers
- Prepare expert reporting packs for client meetings, requiring strong financial acumen
- Contribute to business development and marketing initiatives.
- Bachelor's degree in Business, Economics, Accounting or Finance
- 2-3 years' experience from a financial services company, Big 4, or equivalent
- At ease in a client relationship support role offering an extremely high level of service
- Numeracy skills, - ability to interpret financial statements, and proficiency in Excel (spreadsheets etc)
- Strong interpersonal and communication abilities, comfortable engaging with all levels of management within a fast-paced, corporate environment
- At ease on figures - able to assimilate and explain reports, agreements etc
- Bi-lingual English and fluent Italian; French a plus but not a must
- Some practical knowledge of trust and corporate structuring a plus but not a must
- Highly organized, proactive, and detail-oriented with excellent client service skills
- Ideally already based in the Geneva area, with a valid Swiss work permit/eligibility or compelling reasons for relocation
Contact
Sally TRIGUES
About the company
