h3Senior Consultant or Mandate Head - IWS / Private Clients /h3 pKENDRIS Services AG /p pWe are looking for a highly skilled, experienced and client-focused senior consultant or manager to coordinate and administer demanding client mandates within our International Wealth Solution / Private Clients business area. You will bring an in-depth understanding of complex trust structures and excellent organisational skills. In this role, you will ensure efficient, structured and high-quality service delivery, coordinate internal and external stakeholders, and oversee the timely completion of assigned tasks, drawing on specialist expertise where required. You will also support Senior Managers, Directors and Partners in client relationship management and business development. /p h3Your tasks /h3 ul liIndependently manage and coordinate assigned client mandates in line with their complexity and your level of experience, including complex trust and corporate structures, taking ownership of administrative tasks. /li liPlan and allocate tasks and responsibilities across entities and jurisdictions; and proactively balancing different expectations and priorities /li liMonitor deadlines and workflows to ensure efficient, high-quality and client-focused service delivery /li liCoordinate the administration of companies, trusts and foundations, including contracts, documentation, compliance, payments, filing, and the maintenance of client and structure data /li liCoordinate the establishment and liquidation of companies, trusts and foundations /li liLiaise with the responsible accounting specialists on the preparation of quarterly, semi-annual and annual financial statements, including notes where applicable /li liSupport Senior Managers, Directors and Partners in client relationship management and client acquisition, and the preparation for and participation in client meetings /li liProvide professional guidance to team members, promote knowledge sharing, and contribute to the continuous improvement of internal workflows and processes /li /ul h3Your profile /h3 ul liRelevant professional or higher education, such as a Bachelor’s degree in business administration, a law degree, a Diploma in International Trust Management (ITM), TEP, or an equivalent qualification /li liAlternatively, a commercial education combined with relevant professional experience /li liSeveral years of relevant professional experience in trust and corporate administration, fiduciary services, banking or a related field /li liExtensive hands‑on experience in the administration of companies, trusts and foundations, particularly in compliance, payments, documentation, client and structure data, and financial reporting /li liExcellent organisational and planning skills, with a demonstrated ability to manage competing deadlines and priorities across multiple client mandates and to coordinate internal and external specialists to ensure timely completion and follow-through /li liAn in-depth understanding of complex trust and corporate structures across jurisdictions, including the roles and responsibilities of the parties involved. /li liStrong analytical skills, with the ability to handle day‑to‑day business matters, recognise risks and coordinate appropriate input from legal, tax and compliance specialists /li liA high level of personal responsibility, and resilience supported by a structured, meticulous approach and strong attention to detail /li liA strong client-service mindset and a commitment to delivering high-quality work /li liA professional demeanour, clear communication skills and the ability to adapt to different client situations and needs /li liA collaborative team player who shares knowledge, supports colleagues and actively contributes to improvements /li liworking knowledge of Microsoft applications and experience using AI tools /li liExperience with document management systems such as SharePoint and with financial management systems such as Abacus, is an advantage /li liwritten and spoken business English /li liGreek or additional language skills are an advantage, depending on market allocation /li /ul h3Your benefits /h3 ul liA responsible role with a varied scope of activities in the management and coordination of demanding client mandates /li liA diverse working environment at the intersection of client services, administration, compliance and financial reporting /li liA supportive, highly skilled team offering excellent opportunities to learn through collaboration with experienced Senior Managers, Directors and Partners, as well as internal and external specialists /li liThe opportunity to take ownership, provide professional support to team members and contribute to the development of working methods and processes /li liAn environment in which you can apply your expertise and further develop your independence in line with your experience and assigned mandates. Strong support for continuing education and professional qualifications helps you advance your career /li liWerde Teil von KENDRIS KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities. /li liAttraktive Entlöhnung Benefits /li liUmfassendes Einarbeitungsprogramm /li li25-30 Ferientage, Möglichkeit zu unbezahltem Urlaub /li liWertschätzende Atmosphäre /li liFlexible Arbeitszeiten /li liIndividuelle Laufbahnplanung /li liUnterstützung bei Weiterbildung /li liHerausfordernde Aufgaben /li /ul h3Contact /h3 pAny questions? Contact Lochbihler HR Business Partner +41 bAre you passionate about this job? /b /p h3Head Office /h3 ul liKENDRIS Services AGbr/Wengistrasse 1br/8004 Zürich /li /ul h3Details /h3 ul libWork location /b 8004 Zürich (ZH) /li libWorkload /b 100% /li libEmployment start /b By agreement /li libEmployment duration /b Permanent /li libBy online /b Online form /li /ul #J-18808-Ljbffr
Senior Consultant or Mandate Head – IWS / Private Clients Arbeitgeber: KENDRIS Services AG
Als MandatsleiterIn Treuhand in Zürich profitierst du von einer verantwortungsvollen Position in einem dynamischen Team, das Wert auf offene Kommunikation und kontinuierliches Feedback legt. Die flexible Arbeitszeitgestaltung und die Möglichkeit, im Homeoffice zu arbeiten, bieten dir eine hervorragende Work-Life-Balance, während attraktive Sozialleistungen und Weiterbildungsmöglichkeiten deine berufliche Entwicklung unterstützen. Hier hast du die Chance, aktiv an Prozessverbesserungen mitzuwirken und deine Karriere in einem inspirierenden Umfeld voranzutreiben.