Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d) in Zürich

Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d)We 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.Your tasksIndependently 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.Plan and allocate tasks and responsibilities across entities and jurisdictions; and proactively balancing different expectations and prioritiesMonitor deadlines and workflows to ensure efficient, high-quality and client-focused service deliveryCoordinate the administration of companies, trusts and foundations, including contracts, documentation, compliance, payments, filing, and the maintenance of client and structure dataCoordinate the establishment and liquidation of companies, trusts and foundationsLiaise with the responsible accounting specialistson the preparation of quarterly, semi-annual and annual financial statements, including notes where applicableSupport Senior Managers, Directors and Partners in client relationship management and client acquisition, and the preparation for and participation in client meetingsProvide professional guidance to team members, promote knowledge sharing, and contribute to the continuous improvement of internal workflows and processesYour profileRelevant 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 qualificationAlternatively, a commercial education combined with relevant professional experienceSeveral years of relevant professional experience in trust and corporate administration, fiduciary services, banking or a related fieldExtensive hands-on experience in the administration of companies, trusts and foundations, particularly in compliance, payments, documentation, client and structure data, and financial reportingExcellent 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-throughAn in-depth understanding of complex trust and corporate structures across jurisdictions, including the roles and responsibilities of the parties involved.Strong analytical skills, with the ability to handle day-to-day businessmatters, recognise risks and coordinate appropriateinput fromlegal, tax and compliance specialistsA high level of personal responsibility, and resiliencesupported by a structured, meticulous approach and strong attention to detailA strong client-service mindset and a commitment to delivering high-quality workA professional demeanour, clear communication skills and the ability to adapt to different client situations and needsA collaborative team player who shares knowledge, supports colleagues and actively contributes to improvementsGood working knowledge of Microsoft applications and experience using AI toolsExperience with document management systems such as SharePoint andwithfinancial management systemssuch asAbacus, is an advantageGood written and spoken business EnglishGerman, Greek or additional language skills are an advantage, depending on market allocationYour benefitsA responsible role with a varied scope of activities in the management and coordination of demanding client mandatesA diverse working environment at the intersection of client services, administration, compliance and financial reportingA supportive, highly skilled team offering excellent opportunities to learn through collaboration with experienced Senior Managers, Directors and Partners, as well as internal and external specialistsThe opportunity to take ownership, provide professional support to team members and contribute to the development of working methods and processesAn 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 careerWerde Teil von KENDRISKENDRIS 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.Unser AngebotAttraktive Entlöhnung & BenefitsUmfassendes Einarbeitungsprogramm25-30 Ferientage, Möglichkeit zu unbezahltem UrlaubWertschätzende AtmosphäreFlexible ArbeitszeitenIndividuelle LaufbahnplanungUnterstützung bei WeiterbildungHerausfordernde AufgabenAny questions? ContactMarion LochbihlerHR Business Partner+41 (0) #J-18808-Ljbffr