Beschreibung
Financial advisor - Private clients- ZurichThe 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