h3Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d) /h3pWe 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. /ph3Your tasks /h3ulliIndependently 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. /liliPlan and allocate tasks and responsibilities across entities and jurisdictions; and proactively balancing different expectations and priorities /liliMonitor deadlines and workflows to ensure efficient, high-quality and client-focused service delivery /liliCoordinate the administration of companies, trusts and foundations, including contracts, documentation, compliance, payments, filing, and the maintenance of client and structure data /liliCoordinate the establishment and liquidation of companies, trusts and foundations /liliLiaise with the responsible accounting specialistson the preparation of quarterly, semi-annual and annual financial statements, including notes where applicable /liliSupport Senior Managers, Directors and Partners in client relationship management and client acquisition, and the preparation for and participation in client meetings /liliProvide professional guidance to team members, promote knowledge sharing, and contribute to the continuous improvement of internal workflows and processes /li /ulh3Your profile /h3ulliRelevant 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 /liliAlternatively, a commercial education combined with relevant professional experience /liliSeveral years of relevant professional experience in trust and corporate administration, fiduciary services, banking or a related field /liliExtensive hands-on experience in the administration of companies, trusts and foundations, particularly in compliance, payments, documentation, client and structure data, and financial reporting /liliExcellent organisational and planning skills, witha 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 /liliAn in-depth understanding of complex trust and corporate structures across jurisdictions, including the roles and responsibilities of the parties involved. /liliStrong analytical skills, with the ability to handle day-to-day businessmatters, recognise risks and coordinate appropriateinput fromlegal, tax and compliance specialists /liliA high level of personal responsibility, and resiliencesupported by a structured, meticulous approach and strong attention to detail /liliA strong client-service mindset and a commitment to delivering high-quality work /liliA professional demeanour, clear communication skills and the ability to adapt to different client situations and needs /liliA collaborative team player who shares knowledge, supports colleagues and actively contributes to improvements /liliGood working knowledge of Microsoft applications and experience using AI tools /liliExperience with document management systems such as SharePoint andwithfinancial management systemssuch asAbacus, is an advantage /liliGood written and spoken business English /liliGerman, Greek or additional language skills are an advantage, depending on market allocation /li /ulh3Your benefits /h3ulliA responsible role with a varied scope of activities in the management and coordination of demanding client mandates /liliA diverse working environment at the intersection of client services, administration, compliance and financial reporting /liliA 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 /liliThe opportunity to take ownership, provide professional support to team members and contribute to the development of working methods and processes /liliAn environment in which you can apply your expertise and further develop your independence in line with your experience andassigned mandates. Strong support for continuing education and professional qualificationshelps you advance your career /li /ulh3Werde Teil von KENDRIS /h3pKENDRIS 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. /ph3Unser Angebot /h3ulliAttraktive Entlöhnung Benefits /liliUmfassendes Einarbeitungsprogramm /lili25-30 Ferientage, Möglichkeit zu unbezahltem Urlaub /liliWertschätzende Atmosphäre /liliFlexible Arbeitszeiten /liliIndividuelle Laufbahnplanung /liliUnterstützung bei Weiterbildung /liliHerausfordernde Aufgaben /li /ulpbAny questions? Contact /b /ppMarion Lochbihlerbr/HR Business Partnerbr/+41 (0) /p #J-18808-Ljbffr
Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d) 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.