Junior Client Relationship Manager 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, financial analysis, accounting and administration? Looking to build on your experience in a dynamic, high-caliber environment? This junior role is ideal for a detail-oriented professional eager to support a busy team of client relationship managers in a top-tier multi-family office in Geneva.

Key Responsibilities:

• Provide full administrative support, including banking, investment, compliance documentation, and risk reviews.
• Assist in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments, etc.).
• Support financial processes, including loan schedules and financial reporting.
• Coordinate with external professionals such as lawyers, tax specialists, and asset managers.
• Prepare expert reporting packs for client meetings, requiring strong financial acumen.
• Contribute to business development and marketing initiatives.

Profile:

• Bachelor's degree in Business, Economics, or Accounting, or equivalent experience.
• 2-3 years' experience in a family office, trust company, Big 4, or financial services.
• Strong numeracy skills, ability to interpret financial statements, and proficiency in Excel.
• Native or bilingual English.
• 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, 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.