Junior Client Relationship Assistant - Family Office

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, client service, financial analysis, accounting and administration? Looking to build on your experience in a dynamic, high-calibre environment? This junior role at the Associate level, is ideal for a driven, detail-oriented professional 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. A rather unique position on the Geneva market place.

Key Responsibilities:

• Providing full administrative support, including banking, investment, compliance documentation, and risk reviews.

• Assisting in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments, etc.).

• Supporting financial processes, including loan schedules and financial reporting.

• Coordinating with external professionals such as lawyers, tax specialists, and asset managers.

• Preparing expert reporting packs for client meetings, requiring strong financial acumen.

• Whilst this is not an accounting role, you will be interpreting balance sheets and financial statements.

• Contributing to business development and marketing initiatives.

Profile:

• Bachelor's degree in Business, Economics, or Accounting, or equivalent experience.

• 2-3 years' client support experience from a Big 4, or Financial Services, preferred.

• Strong numeracy - ability to turn complex figures into clear, concise reports.

• Native or bilingual English.

• Proficiency in Excel, to include spreadsheets etc.

• 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.

• Strong interpersonal and communication abilities, outgoing, comfortable engaging with all levels of management.

• Ideally already based in the Geneva area, with a valid Swiss work permit or compelling reasons for relocation.

Avenue du Théâtre 7 1005 Lausanne