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Open nowPosted 6 days ago

Junior Client Relationship Manager - Family Office

job-room.ch86,007 open roles

Where
Zürich, ZH, Switzerland
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Your applicationOpen nowJunior Client Relationship Manager - Family Officejob-room.ch · Zürich, ZH, Switzerland

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This job: posted 6 days ago

The posting

Ref 2581241 \| Date: 25 Sept 2026

![FINDERS SA]( )

Junior Client Relationship Manager \- Family Office ===================================================

Description de l'entreprise ---------------------------

Client:

A well\-established, independent multi\-family office with a strong international presence and offices across Switzerland and globally. The firm provides high\-net\-worth and ultra\-high\-net\-worth families with strategic planning, investment management, administration and day\-to\-day advisory services. The company has a close\-knit, collaborative culture, with a strong emphasis on teamwork, professionalism and high\-quality client service. Finders has worked with this client for many years and can provide candidates with a good understanding of the culture, team and working environment.

Description du poste --------------------

Position:

Are you looking for a client relationship role within a leading multi\-family office where you can build on your existing experience and develop your career?

This is a broad Front Office / Client Relationship position supporting and developing relationships with HNW/UHNW clients and their advisors. The level of responsibility will depend on your experience, making this an interesting opportunity for someone with around 2\-3 years' experience through to a more experienced professional looking to take the next step in their career.

You will work closely with senior Relationship Managers and a range of internal and external specialists, gaining exposure to complex international structures, trusts, corporate matters, cross\-jurisdictional assets, private equity and wealth planning.

The role combines client relationship support with a significant amount of hands\-on administration and financial analysis. It would suit someone who enjoys working across both the detail and the bigger picture, is comfortable dealing with figures and documentation, and has a genuine interest in understanding and supporting clients' affairs.

Candidates coming from a Big 4 audit/advisory, tax, trust, wealth planning or similar financial services background could also be well suited, particularly if looking to move into a more commercially focused, in\-house Front Office environment. This is a particularly good opportunity for someone who wants genuine exposure to UHNW clients and complex international matters, with the opportunity to take on increasing responsibility and develop their career within a highly collaborative multi\-family office environment.

Key Responsibilities:

  • Support and develop long\-term relationships with HNW/UHNW clients, family members and their advisors
  • Work closely with senior Relationship Managers on key client relationships and, depending on experience, take increasing responsibility for client matters
  • Coordinate with internal teams including legal, compliance, trust, accounting, investments, philanthropy and risk
  • Liaise with external professionals including lawyers, tax specialists, trustees and asset managers
  • Assist with or manage banking payments, account openings, compliance documentation, risk reviews and debt monitoring
  • Prepare detailed client reporting packs, financial analysis and meeting materials, using Excel extensively
  • Assist with financial processes including loan schedules, reporting and analysis of client structures
  • Gain exposure to trusts, corporate structures, estate planning, tax and other family office services
  • Support the presentation and coordination of the Group's services to clients and their advisors
  • Contribute to internal projects, business development and marketing initiatives where required
  • Take responsibility for both strategic projects and day\-to\-day administration, with a proactive "get things done" approach

Profil recherché -----------------

Profile:

  • Bachelor's or Master's degree in Finance, Economics, Business, Accounting or a related discipline
  • Approximately 2\-6\+ years' relevant experience, depending on level, ideally gained within financial services, Big 4 audit/advisory, tax, trusts, wealth planning or a similar environment
  • Strong client service skills and an interest in developing long\-term client relationships
  • Strong numerical ability, with confidence interpreting financial statements and analysing financial information
  • Excellent Excel and MS Office skills
  • Highly organised, proactive and detail\-oriented, with the ability to manage both detailed administration and broader client matters
  • Comfortable working with a wide range of internal and external stakeholders
  • Mature, adaptable and solutions\-focused, with a strong sense of initiative
  • Some practical knowledge of trusts, corporate structures, tax or wealth planning would be advantageous but is not essential
  • An accounting or tax qualification such as ACA, ACCA or an international equivalent would be advantageous for the more experienced profile, but is not essential
  • Fluent or bilingual English
  • Ideally already based in the Zurich area, or with compelling reasons for relocation
  • Swiss, EU/EFTA nationality or otherwise eligible to hold a Swiss work permit

\#LI\-SG1

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