Fiduciary Client Relationship Manager – also suitable for career starters – 80–100 (fmd) in Zurich or Zug
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Job Location:
Zug - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
We are looking for a motivated and ambitious individual for this unique role where you will support international this diverse environment you will work closely with HNWI clients and family offices and benefit from strong development opportunities in a specialised fiduciary environment. Does this sound like exactly what you are looking for and would you describe yourself as the versatile and ambitious practitioner we are looking for Then we look forward to receiving your application!
- Independent administration and coordination of Swiss holding and asset management companies
- Support and advisory of international clients with Swiss entities as well as verbal and written communication (primarily in English) with mandate-related stakeholders
- Close collaboration with internal accounting and tax departments and coordination of mandate processes
- Ensuring compliance with regulatory and legal requirements (AML CRS FATCA)
- Electronic recording monitoring and management of client data in our document management system
- Support in internal or client-related projects
- Entrepreneurial mindset enjoyment of responsibility and a highly team- and service-oriented way of working
- Strong quality awareness and above-average commitment
- Ability to prioritise effectively manage multiple tasks simultaneously and enjoy doing so
- Solid basic knowledge in corporate governance tax law and accounting in Switzerland
- First experience in fiduciary services or accounting and ideally in international client advisory
- Excellent written and spoken German (must have) and very good English skills
- Completed commercial apprenticeship (ideally in fiduciary services) and ideally ongoing further education (Bachelors degree or professional certificate)
- An open team that supports each other
- Attractive compensation with above-average social benefits including pension fund advantages and employer-paid accident and sick-leave insurance premiums
- Annual voucher for fitness/wellness and a Half-Fare public transport card
- Training opportunities and support for your professional development
- Attractive development and career opportunities in a unique professional environment
- Workplace in the heart of Zurich or Zug
- Flat hierarchies in an employee-owned company
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
KENDRIS is a Swiss-based international advisory and fiduciary services firm serving high‑net‑worth individuals, family offices, corporations, and institutional clients with tax, accounting, governance, and alternative investment fund solutions.
