Client Relationship & Lifestyle Manager. Wealth Management (m/f/d) 100% (Zurich)
Client Relationship & Lifestyle Manager. Wealth Management (m/f/d) 100% (Zurich)
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
On behalf of our client a high-profile boutique financial and lifestyle consultancy firm we are looking for a
Client Relationship & Lifestyle Manager (m/f/d) 100%
This is a fantastic opportunity for a candidate looking to advance their career in the luxury lifestyle and Family Office consultancy sector supporting HNW clients and managing a wide range of projects on their behalf from opening bank accounts to booking yachts.
The ideal candidate will have prior experience in a similar role or a background supporting HNW principals as a private or business assistant/PA with proven exposure to comparable responsibilities.
Tasks
- Incorporation/liquidation of offshore and onshore companies
- Responsible for the management and administration of mandates:
- Supervision of accounting and corporate filing work by accountants/service providers
- Bank Account openings and dealing with Bank Compliance
- Payment execution under Compliance rules/AML rules
- Review and drafting of agreements (Loan Agreements Sale/Purchase Agreements
etc.) based on templates and/or in coordination with internal or external experts - Managing Relationships and onboarding of new clients (establishing KYC documentation Mandate Agreements etc.)
- Tax matters/tax compliance: understand coordinate and summarise tax advice by internal or external experts
- Various client support tasks (concierge and lifestyle service) by identifying supporting coordinating and supervising internal/external experts. That could include: tax filings emigration/immigration and domicile changes administration of real estate and staff legal cases sale/purchase of assets (real estate art yachts aircrafts other valuables) safe storage of art/valuables legal cases crypto
currency arranging luxury travel for business or leisure purposes liaising with third-party suppliers to assist in all ad-hoc matters
Requirements
- Good knowledge of companies administration and fiduciary functions
- Experience of working with HNW clients managing their requests being the first
point of contact for various financial and lifestyle matters through similar consultancy experience and/or Private HNW support experience - Understanding of at least the basic concepts of Companies Trusts Tax matters AML regulations CRS and FACTA KYC procedures related contracts
- Business economics or another relevant degree
- Fluent English German and/or Italian are a bonus
- Flexible and available on call when required overtime can be expected
- Enjoy working with HNW clients thrive on challenging and interesting tasks
while still being able to deal with the financial documents and expected
routine tasks - Quick thinking keen perception dynamic eager to deal with unknowns/unexpected matters and willing to take ownership of tasks
- Excellent stakeholder management skills
- Well organised and able to deal with conflicting demands under pressure
- Ability to build and develop working relationships
- Different degrees of experience would correspond with the complexities of the task entrusted
- EU/EFTA-passport or a valid work permit (C or B) for Switzerland.
Benefits
- Exciting close-knit team of top professionals offering bespoke service to be a part of
- Stable career opportunity which is not traditional or boring
- Salary discretionary bonus potential pension scheme
- 4 days in the office 1 day from home work schedule
- Supportive and trustworthy management team
- Relocation to Zurich may be available for the right candidate with an EU passport
Employment Type
Full Time
