Dein persönlicher KI-Karriere-Agent
Client Services Manager(m/w/x)
Servicing UHNW families and managing client relationships with a Partner. University degree in Law, Finance, or Economics required. Company support for TEP qualification.
Anforderungen
- University degree in Law, Finance, Economics, or related field
- Master’s degree (advantage)
- STEP Diploma / TEP qualification (highly desirable)
- Willingness to obtain STEP/TEP with company support
- Experience with UHNW clients and international families
- International professional background (Switzerland, UK, Liechtenstein preferred)
- Professional fluency in Russian
- Professional fluency in German
- Professional fluency in English
- French language skills (advantage)
- Expertise in trust structures
- Expertise in taxation
- Expertise in common law
- Expertise in family governance
- Expertise in consolidated reporting
- Expertise in coordination of counterparties
- Expertise in analytics and reporting
- Expertise in documentation management
- Discretion and detail-orientation
- Proactiveness and resilience under pressure
- Empathy and strong negotiation skills
- Swiss/EU passport or valid Swiss work permit
Aufgaben
- Work closely with a Partner to service UHNW families
- Manage and maintain client relationships
- Coordinate with external counterparties and advisors
- Prepare and review documentation
- Interact directly with client family members
- Support administration and management of complex international structures
- Prepare analytical and consolidated reports
Berufserfahrung
- 5 - 8 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Russisch – verhandlungssicher
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
Benefits
Sonstige Zulagen
- Company support for TEP qualification
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Noch nicht perfekt?
- Vistra Corporate Services (Sea) Pte. LtdVollzeitnur vor OrtBerufserfahrenZürich, Zug
- Schwyzer Kantonalbank
Senior Kundenberater:in Externe Vermögensverwalter(m/w/x)
Vollzeitnur vor OrtSeniorSchwyz, Pfäffikon SZ - Interactive Brokers
Institutional Client Services Representative - French speaker(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZug - PwC
Karriereeinstieg in die Steuerberatung Zentralschweiz(m/w/x)
Vollzeitnur vor OrtJuniorZug - Partners Group AG
(Senior) Legal Counsel, Data Privacy & Technology(m/w/x)
Vollzeitnur vor OrtBerufserfahrenBaar
Client Services Manager(m/w/x)
Servicing UHNW families and managing client relationships with a Partner. University degree in Law, Finance, or Economics required. Company support for TEP qualification.
Anforderungen
- University degree in Law, Finance, Economics, or related field
- Master’s degree (advantage)
- STEP Diploma / TEP qualification (highly desirable)
- Willingness to obtain STEP/TEP with company support
- Experience with UHNW clients and international families
- International professional background (Switzerland, UK, Liechtenstein preferred)
- Professional fluency in Russian
- Professional fluency in German
- Professional fluency in English
- French language skills (advantage)
- Expertise in trust structures
- Expertise in taxation
- Expertise in common law
- Expertise in family governance
- Expertise in consolidated reporting
- Expertise in coordination of counterparties
- Expertise in analytics and reporting
- Expertise in documentation management
- Discretion and detail-orientation
- Proactiveness and resilience under pressure
- Empathy and strong negotiation skills
- Swiss/EU passport or valid Swiss work permit
Aufgaben
- Work closely with a Partner to service UHNW families
- Manage and maintain client relationships
- Coordinate with external counterparties and advisors
- Prepare and review documentation
- Interact directly with client family members
- Support administration and management of complex international structures
- Prepare analytical and consolidated reports
Berufserfahrung
- 5 - 8 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Russisch – verhandlungssicher
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
Benefits
Sonstige Zulagen
- Company support for TEP qualification
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
MEVELIN AG
Branche
Other
Beschreibung
The company is a trust and fiduciary services provider based in the Canton of Zurich.
Noch nicht perfekt?
- Vistra Corporate Services (Sea) Pte. Ltd
Client Services Administrator(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich, Zug - Schwyzer Kantonalbank
Senior Kundenberater:in Externe Vermögensverwalter(m/w/x)
Vollzeitnur vor OrtSeniorSchwyz, Pfäffikon SZ - Interactive Brokers
Institutional Client Services Representative - French speaker(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZug - PwC
Karriereeinstieg in die Steuerberatung Zentralschweiz(m/w/x)
Vollzeitnur vor OrtJuniorZug - Partners Group AG
(Senior) Legal Counsel, Data Privacy & Technology(m/w/x)
Vollzeitnur vor OrtBerufserfahrenBaar