A Family Office based in Geneva.

Description

• Assist with the preparation, research, and management of documentation for wealth planning projects.
• Act as a point of contact between clients and external advisors to facilitate information and documentation exchanges.
• Support the creation of tailored financial strategies, including estate planning and investment structuring.
• Conduct research on legal and tax-related matters as needed.
• Oversee the subscription process for private equity funds, including completing and coordinating subscription forms.
• Track deadlines to ensure all submissions meet fund requirements.
• Serve as the primary contact for internal teams, providing guidance and resolving queries related to fund subscriptions.
• Ensure compliance with regulatory standards, including adherence to FATCA and CRS requirements, while staying informed about regulatory updates.

Profile

• Education: Bachelor's or Master's degree in law - a Paralegal certification is a plus.
• Experience: At least 3 years of relevant experience in a legal or financial services setting, such as wealth management, a law firm, or investment management.
• Knowledge: Solid understanding of wealth planning principles, private equity fund subscription processes, and applicable regulations. Familiarity with FATCA and CRS is a plus.
• Languages: Ability to work both in French and English.
• Skills:
  • Exceptional organizational and time management skills.
  • Strong written and verbal communication abilities.
  • Ability to manage multiple priorities and meet tight deadlines.
  • Keen attention to detail and accuracy.

Job Offer

• Join a dynamic and collaborative environment with opportunities to grow professionally.
• Competitive salary and benefits package.
• A chance to contribute to impactful projects in a fast-moving sector.