PRINCIPAL ELEMENTS & ACCOUNTABILITIES :
- 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 and ad hoc projects.
QUALIFICATIONS AND EXPERIENCE :
University degree, HEG degree or equivalent (preferably in Business Economics / Accounting)2-3 years’ experience in the financial services sector or similar environmentSTEP certification an advantage, but not essentialSKILLS :
Pro-activity and ability to work independently with little guidanceFluent English required; German / French : a plusExcellent Microsoft Office skillsTechnical or practical knowledge of trust and corporate structuring – a plusExperience in the financial services sectorMulti-horizon experience / international background – an advantage but not essentialProven ability to analyse and interpret financial and non-financial information to assess riskCOMPETENCIES 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 eventuallyStrong client care and service orientation, delivers excellent client serviceShares information timely and works well in teamsHas the necessary presentation skills towards internal and external partners / clientsFeels comfortable to have a conversation with the client and shows the necessary negotiation skills neededDynamic individual with flexibility in working situationsPersists in effort to achieve goalsRisk oriented mindset, sharp analytical mind, good numeracy skills and a strong commercial awarenessExceptionally detailed orientated and organizedPlease kindly submit your CV in English. Note we will only respond to candidates matching the requirements of this role
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