Financial advisor - Private clients- Zurich

Zürich  ‐ Vor Ort
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Schlagworte

Beschreibung

Financial advisor - Private clients- Zurich

The employer

Our client is a fast moving international Family Office, having offices all around the world. The trust and private client department of this group is today looking for a relationship manager/financial advisor, who will support and advise private clients (HNW and UHNM individuals).

The role

The main duties of the role will be:
  • Advising clients on offshore corporate matters, trust structuring, tax, estate planning investment, etc.
  • Developing and maintaining relationships with clients (including business development and new clients acquisitions, through the existing network of the Group)
  • Supporting clients with ad hoc support and putting them through the right department (legal, tax, investment, banking, etc.)
  • Ability to make a tailor made presentation of your client and to have a deep knowledge of one's financial situation
  • Daily support within the Private client team


The requested profile
  • Chartered Accountant certification + 3-5 years experience in audit (ideally in BIG 4)
  • Good understanding of Trust and corporate structuring (offshore is a plus) and significant exposure in financial services
  • Outstanding communication skills, internally and externally, at every levels
  • Client and service minded, customer care oriented
  • Team spirit, risk oriented, entrepreneurial, winner attitude, strong analytical skills and sales skills
  • IT literate
  • Willing to have occasional travels (Europe or other)
  • Fluent in English (native)
  • EU passport holder


The offer

Open and fast moving working environment, this office is a great place to build up your career, to use your entrepreneurial skills and to develop relationship with a unique clientele, within an international ambiance.

Please contact me for more details or send me your resume: Celine Hendrick-Huxley Associates Switzerland-.

To find out more about Huxley Associates please visit www.huxley.com
Start
08/2013
Von
Huxley Associates
Eingestellt
06.08.2013
Projekt-ID:
578199
Vertragsart
Festanstellung
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