Client Relationship & Lifestyle Manager. Wealth Management (m/f/d) 100% (Zurich)

On behalf of our client, a high-profile boutique financial and lifestyle consultancy firm, we are looking for a

Client Relationship & Lifestyle Manager (m/f/d) 100%

This is a fantastic opportunity for a candidate looking to advance their career in the luxury lifestyle and Family Office consultancy sector, supporting HNW clients and managing a wide range of projects on their behalf, from opening bank accounts to booking yachts.

The ideal candidate will have prior experience in a similar role or a background supporting HNW principals as a private or business assistant/PA, with proven exposure to comparable responsibilities.

- Incorporation/liquidation of offshore and onshore companies

- Responsible for the management and administration of mandates:

• Supervision of accounting and corporate filing work by accountants/service providers
• Bank Account openings and dealing with Bank Compliance
• Payment execution under Compliance rules/AML rules
• Review and drafting of agreements (Loan Agreements, Sale/Purchase Agreements
  etc.) based on templates and/or in coordination with internal or external experts
• Managing Relationships and onboarding of new clients (establishing KYC documentation, Mandate Agreements etc.)
• Tax matters/tax compliance: understand, coordinate and summarise tax advice by internal or external experts
• Various client support tasks (“concierge and lifestyle service”) by identifying, supporting, coordinating and supervising internal/external experts. That could include: tax filings, emigration/immigration and domicile changes, administration of real estate and staff, legal cases, sale/purchase of assets (real estate, art, yachts, aircrafts, other valuables), safe storage of art/valuables, legal cases, crypto
  currency, arranging luxury travel for business or leisure purposes, liaising with third-party suppliers to assist in all ad-hoc matters

• Good knowledge of companies administration and fiduciary functions
• Experience of working with HNW clients, managing their requests, being the first
  point of contact for various financial and lifestyle matters – through similar consultancy experience and/or Private HNW support experience
• Understanding of at least the basic concepts of Companies, Trusts, Tax matters, AML regulations, CRS and FACTA, KYC procedures, related contracts
• Business, economics or another relevant degree
• Fluent English, German and/or Italian are a bonus
• Flexible and available on call when required – overtime can be expected
• Enjoy working with HNW clients, thrive on challenging and interesting tasks,
  while still being able to deal with the financial documents and expected
  routine tasks
• Quick thinking, keen perception, dynamic, eager to deal with unknowns/unexpected matters and willing to take ownership of tasks
• Excellent stakeholder management skills
• Well organised and able to deal with conflicting demands under pressure
• Ability to build and develop working relationships
• Different degrees of experience would correspond with the complexities of the task entrusted
• EU/EFTA-passport or a valid work permit (C or B) for Switzerland.

• Exciting, close-knit team of top professionals offering bespoke service to be a part of
• Stable career opportunity, which is not traditional or boring
• Salary, discretionary bonus potential, pension scheme
• 4 days in the office – 1 day from home work schedule
• Supportive and trustworthy management team
• Relocation to Zurich may be available for the right candidate with an EU passport