Associate - Client Relationship Management

Stonehage Fleming SA
Neuchâtel

4T

The position reports to the local Head of Family Office (FO) in Zurich. This role involves close and regular interaction with all members of the FO Client Support Service (FOCSS), Banking and Compliance department as well as Directors/Managers FO and external clients and business contacts.

OVERALL PURPOSE

The main purpose of the role is to assist the Senior Relationship Managers in providing professional support and expert high-level administration. The role also entails assisting the Directors - Relationship Managers in relation to ongoing business development and administration of client affairs.

Associate - Client Relationship Management

The position reports to the local Head of Family Office (FO) in Zurich. This role involves close and regular interaction with all members of the FO Client Support Service (FOCSS), Banking and Compliance department as well as Directors/Managers FO and external clients and business contacts.

OVERALL PURPOSE

The main purpose of the role is to assist the Senior Relationship Managers in providing professional support and expert high-level administration. The role also entails assisting the Directors - Relationship Managers in relation to ongoing business development and administration of client affairs.

  • Provide full administrative support to the Family Office Team on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, instructing payments, monitoring debtors, obtaining compliance when necessary
  • Develop and maintain relationships with internal departments of the Group including compliance, legal, trust, accounting, investments, treasury & banking to timely and effectively support the clients’ activities
  • Arrange consulting, with Manager’s approval, with third party professionals such as solicitors, tax specialists and asset managers, and obtaining their opinions pertaining to specific issues related to the clients’ affairs
  • Assist the Family Office Team in preparation of expert reporting packs for client meetings, which requires a thorough knowledge of the client and excellent financial analytical skills
  • Assist and support the Family Office Team on ad hoc client requests
  • Such other duties as Family Office may from time to time reasonably require, including those relating to internal business operational projects

COMPETENCIES AND BEHAVIOURS

  • Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third party professionals as well as very demanding clients eventually
  • Strong client care and service orientation, delivers excellent client service
  • Desire to progress career in CRM space
  • Plans ahead and takes into consideration other people's agendas
  • Shares information timely and works well in teams
  • Has the necessary presentation skills towards internal and external partners / clients
  • Feels comfortable to have a conversation with the client and shows the necessary negotiation skills needed
  • Dynamic individual with flexibility in working situations
  • Delivers excellent client service
  • Persists in effort to achieve goals
  • Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third party professionals as well as very demanding clients.
  • Ability to react quickly and think clearly in a demanding environment
  • Strong client care/ service orientation
  • Risk oriented mindset, sharp analytical mind, good numeracy skills and a strong commercial awareness
  • Exceptionally detailed orientated and organized

SKILLS

  • Pro-activity and ability to work independently with little guidance
  • Fluent English required, other languages a plus
  • Excellent Microsoft Office skills
  • Technical or practical knowledge of trust and corporate structuring – a plus
  • Experience in the financial services sector
  • Multi-horizon experience / international background – an advantage but not essential
  • Proven ability to analyse and interpret financial and non-financial information to assess risk