Junior Client Relationship Manager Assistant - Family Office

Client Description de l'entreprise A well-established, leading 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. Finders are acting as sole headhunter on this position.

Position Description du poste Are you skilled in relationship management support, financial analysis, client service, accounting and administration? Looking to build on your experience in a dynamic, high-calibre environment? This is a rare and highly sought-after opportunity in the Geneva market, so apply now for the chance to join an exceptional team within a respected and growing company. This full-time Associate-level position, based in Geneva, would suit a bright, dynamic and energetic junior professional who is eager to support a busy team of client relationship managers within a leading multi-family office. You'll be joining a highly collaborative team of like-minded professionals, where no two days are the same and a stimulating working environment is guaranteed. A structured career path is on offer, with excellent opportunities for professional development and progression over time, offering the chance to rise through the ranks to Senior Associate, Client Relationship Manager and beyond.

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

Profil recherché Profile

• Bachelor's degree in Business, Economics, Accounting or Finance
• Around 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/fluent English
• 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