Junior Client Relationship Manager (m|f|x) Zürich

This role involves close and regular interaction with Directors/Managers within FO and also with external clients and business contacts together with all members of the Group Operations department, Banking and Compliance departments.

OVERALL PURPOSE:
The role entails developing and managing client relationships by providing professional 
advice/support and expert high-level administration. The role also entails assisting the Directors - Relationship Managers in relation to ongoing business development and administration of client affairs.

Tasks

• Build and maintain long term relationships with clients which includes all forms of 
  contact/communication with clients and their advisers
• Discuss with clients all Stonehage Fleming Group offerings, e.g. family office services, 
  offshore corporate and trust structuring, tax and estate planning, investment management etc.
• Develop and maintain relationships with internal departments/business divisions of the 
  Group to effectively manage the clients’ affairs, including compliance, legal, trust, accounting, investments, treasury & banking, philanthropy and property
• Support the business development/marketing efforts of the Group
• Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
• Ensure all transactions pertaining to the management of the clients’ affairs are executed 
  timeously, efficiently and accounted for correctly
• Provide full administrative support to FOCSS on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, requesting payments, monitoring debtors, periodic risk reviews and obtaining compliance when necessary
• Assist Managers/Directors in preparation of expert reporting packs for client meetings, 
  which require a thorough knowledge of the client and excellent financial analytical skills
• Assist and support the FO team on day-to-day operational running of large clients of the Group
• Such other duties as the management may from time to time reasonably require, including those relating to internal business operational responsibilities

Profile / Your qualification / Your personality

• Educated to degree level (Ideally Master’s degree in Finance, Chartered Accountant, Legal or 
  equivalent)
• 3 – 5 year’s relevant post-qualification experience
• Technical or practical knowledge of Family Office services – a plus
• Multi-horizon experience / international background – a plus
• Pro-activity and ability to work independently with little guidance
• Excellent Microsoft Office skills
• Fluent English spoken and written 
• French/German a plus
• 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
• Strong client care and service orientation, delivers excellent client service
• Maintains client relations and actively seeks new business opportunities
• Shares information and knowledge in a collaborative manner
• Works well as part of a team
• Demonstrates flexibility in the working environment
• Is organized and works well even under pressure
• Takes responsibility for tasks and sees them through to completion
• Understands the Stonehage Fleming Family Office Business Model and is able to explain it to external persons
• Risk oriented mindset, sharp analytical mind, good numeracy skills and a strong commercial awareness
• Preference will be given to candidates who hold a Swiss or EU passport

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Location

Stockerstrasse 34, CH-8002 Zürich