Junior Client Relationship & Accounting Support - Family Office

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.

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 at the Associate level, 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. A structured career path is on offer, with opportunities to evolve over time.

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' client support experience from a Big 4, or financial services, preferred.
• 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, outgoing, 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.