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.
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
Key Skills:
- 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.
Job Advantages:
- 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
If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (English CV and certificates/diplomas).
For environmental and efficiency reasons, we would like to ask you to submit your application via our online application platform (click on "Apply") rather than by e-mail or by post.
Your contact person
Mrs. Larisa Pürro
Contact us
MEVELIN AG
Ruopigen Zentrum
6015 Luzern