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Senior Manager/Financial Advisor for Private Clients-Neuchatel
Eingestellt von Huxley Associates aus Frankfurt am Main
Gesuchte Skills: Client, Support, Network
Projektbeschreibung
Senior Manager/Financial advisor for Private clients- Neufchatel area
The client
Our client is a successful and fast moving international Family Office, having offices all around the world. The trust and private client department of this group is today looking for a senior relationship manager/financial advisor, who will support and advise private clients (HNW and UHNM individuals).
The role
The main duties of the role will be:
· Advising clients on offshore corporate matters, trust structuring, tax, estate planning investment, etc.
· Developing and maintaining relationships with clients (including business development and new clients acquisitions, through the existing network of the Group)
· Supporting clients with ad hoc support and putting them through the right department (legal, tax, investment, banking, etc.)
· Ability to make a tailor made presentation of your client and to have a deep knowledge of one's financial situation
· Daily support within the Private client team
· Ad hoc project and respect of deadlines
The requested profile
· Chartered Accountant diploma (CPA-ACCA or similar)
· 4-8 years post certification experience within the financial sector, including a relevant exposure to front office/private clients
· Good understanding of Trust and corporate structuring (offshore is a plus) and significant experience in this sector (or in financial services)
· Outstanding communication skills, internally and externally, at every levels
· Client and service minded, customer care oriented
· Team spirit, risk oriented, entrepreneurial, strong analytical skills and sales skills
· IT literate
· Willing to have occasional travels (Europe or other)
· Fluent in English (ideally native) and French (it is a plus, not a must)
· Eligible candidates: candidates having EU passport
The offer
Entrepreneurial and fast moving working environment, this office is a great place to build up your career, to use your entrepreneurial skills and to develop relationship with a unique clientele, within an international ambiance.
Please contact me for more details or send me your resume: Celine Hendrick-Huxley Associates Switzerland-+41 43 508 09 75.To find out more about Huxley Associates please visit www.huxley.com
The client
Our client is a successful and fast moving international Family Office, having offices all around the world. The trust and private client department of this group is today looking for a senior relationship manager/financial advisor, who will support and advise private clients (HNW and UHNM individuals).
The role
The main duties of the role will be:
· Advising clients on offshore corporate matters, trust structuring, tax, estate planning investment, etc.
· Developing and maintaining relationships with clients (including business development and new clients acquisitions, through the existing network of the Group)
· Supporting clients with ad hoc support and putting them through the right department (legal, tax, investment, banking, etc.)
· Ability to make a tailor made presentation of your client and to have a deep knowledge of one's financial situation
· Daily support within the Private client team
· Ad hoc project and respect of deadlines
The requested profile
· Chartered Accountant diploma (CPA-ACCA or similar)
· 4-8 years post certification experience within the financial sector, including a relevant exposure to front office/private clients
· Good understanding of Trust and corporate structuring (offshore is a plus) and significant experience in this sector (or in financial services)
· Outstanding communication skills, internally and externally, at every levels
· Client and service minded, customer care oriented
· Team spirit, risk oriented, entrepreneurial, strong analytical skills and sales skills
· IT literate
· Willing to have occasional travels (Europe or other)
· Fluent in English (ideally native) and French (it is a plus, not a must)
· Eligible candidates: candidates having EU passport
The offer
Entrepreneurial and fast moving working environment, this office is a great place to build up your career, to use your entrepreneurial skills and to develop relationship with a unique clientele, within an international ambiance.
Please contact me for more details or send me your resume: Celine Hendrick-Huxley Associates Switzerland-+41 43 508 09 75.To find out more about Huxley Associates please visit www.huxley.com
Projektdetails
Geforderte Qualifikationen
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Kategorie:
IT Entwicklung, Sonstiges