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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

Projektdetails

  • Einsatzort:

    Neuchâtel, Schweiz

  • Projektbeginn:

    asap

  • Projektdauer:

    Keine Angabe

  • Vertragsart:

    Permanent

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Huxley Associates

  • Straße:

    Neue Mainzer Strasse 46-50

  • Ort:

    60311 Frankfurt am Main, Deutschland