Junior Client Relationship Assistant - 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, client service, financial analysis, accounting and administration? Looking to build on your experience in a dynamic, high-calibre environment? This junior role at the Associate level, is ideal for a driven, 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. A rather unique position on the Geneva market place.

Key Responsibilities:

• Providing full administrative support, including banking, investment, compliance documentation, and risk reviews.
• Assisting in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments, etc.).
• Supporting financial processes, including loan schedules and financial reporting.
• Coordinating with external professionals such as lawyers, tax specialists, and asset managers.
• Preparing expert reporting packs for client meetings, requiring strong financial acumen.
• Whilst this is not an accounting role, you will be interpreting balance sheets and financial statements.
• Contributing 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 - ability to turn complex figures into clear, concise reports.
• Native or bilingual English.
• Proficiency in Excel, to include spreadsheets etc.
• 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.