Relationship Manager - Family Office
FINDERS SA
Relationship Manager - Family Office
Description de l'entreprise
Client:
A leading multi-family office with a fast-paced, collaborative front office team, closely linked with global offices (e.g. London, Zurich, US etc). They provide high-net-worth families with strategic planning, investment management, administration, and daily advisory services. Renowned for their close-knit, collaborative culture, they place a strong emphasis on teamwork, professionalism, and a balanced, high-performance environment. Finders know this client intimately and can help suitable candidates understand the company culture and team dynamics. Finders as sole headhunter on this search.
Description du poste
Position:
Are you a driven, proactive individual with a strong background in client service and looking for a new challenge? This unique front office client relationship role at Senior Associate level within a multi-family office offers exposure to high-level international clients and complex structures, working closely with senior relationship managers and allowing you to build your career trajectory over time. If you come from a Big 4 audit, wealth planning, tax, trusts, or advisory background, this is a great opportunity to transition your skills into an in-house, front office role within a leading family office. You'll manage key client relationships and gain hands-on experience across company and trust structures, cross-jurisdictional asset management, and private equity investments. Your role will include both client-facing responsibilities and detailed administrative tasks such as invoice payments, account openings, workflow coordination, and Excel reporting. While this is not an investment or banking role, you will liaise closely with both teams and play a key part in supporting the development and maintenance of client relationships.
This is a highly collaborative, fast-paced environment where you'll quickly take on new responsibilities and gain exposure to projects that are typically not available at this level in larger organisations, making it a genuinely unique opportunity. Finally, the role requires someone who is proactive, client-focused, and willing to dive into both strategic projects and day-to-day tasks with a strong "get things done" mentality.
Key Responsibilities:
- Build and maintain long-term relationships with UHNW clients and their advisors
- Present the Group's offerings (e.g. family office services, trusts, tax, corporate structuring, estate planning etc)
- Coordinate with internal teams (legal, compliance, trust, accounting, philanthropy, etc.) to manage client affairs
- Provide admin and operational support to senior team members on key client relationships
- Assist in preparing detailed client reports and meeting materials
- Liaise with external professionals (lawyers, tax specialists, asset managers) on client matters
- Manage all related administration: banking forms, payments, compliance checks, risk reviews, debt monitoring
- Support internal operations and contribute to business development where needed
Profile:
- Bachelors or Master's degree in Finance, Economics, Business or equivalent
- Chartered Accountant/ACCAs preferred (e.g Tax Advisor - international qualification) but not a must
- Around 4-6 years' relevant experience in a Big 4 or equivalent (audit/advisory/wealth planning/tax/trusts)
- Excellent client service and administrative skills, coupled with strong numeracy and a proven ability to manage and analyze financial data
- Proactive, detail-oriented, and solutions-focused - comfortable handling both big-picture and granular tasks
- Mature and adaptable, with a strong sense of initiative
- Fluent/bilingual English
- Strong Excel and MS Office skills
- Ideally already based in Switzerland or with compelling reasons to relocate to the Geneva area
- Currently holding or eligible for a Swiss work permit (Swiss, EU, EFTA nationals or equivalent)
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