Associate Client Relationship Manager Assistant

Client:

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.

Position:

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 Associate position, 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 in Geneva. 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.

Profile:

• 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
• Native or bilingual 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 Zurich area, with a valid Swiss work permit or compelling reasons for relocation