Client Account Manager Multi Family Office – 80%-100%

Your Role

Would you like to go the extra mile by servicing a highly sophisticated clientele daily, while also handling company administration and supporting our internal processes?

We are looking for a Client Account Manager Multi Family Office to:

• Deliver exceptional and direct client service on a wide range of topics
• Manage the bank account opening and maintenance process for individuals, companies, and investment structures
• Prepare asset and wealth reports, and maintain our wealth reporting tool
• Regularly update and maintain our CRM system
• Handle company administration tasks such as expense management, travel planning, and various ad-hoc responsibilities

Your Profile

• Passionate about your work and dedicated to contributing to the success of our firm
• Eager to expand your knowledge and explore a wide array of subjects to enhance your skills and develop in your role
• At least 5 years' experience in international Wealth Management and/or Family Office services
• In-depth understanding of the account opening and maintenance processes for individuals, companies, and investment structures
• Strong understanding of financial markets
• A bachelor’s degree in Banking and Finance (or in the process of obtaining one) is advantageous
• Fluency in both German and English
• Swiss work permit

About Us

Genesis Investment Partners is a dynamic, independent, and FINMA-licensed multi family office and asset manager based in the heart of Zürich. We act as a sparring partner to highly sophisticated clients in Switzerland and internationally. Our clients have pioneered breakthrough technologies in the 21st century – we provide them with peace of mind.

We offer a comprehensive range of services to our ultra-high-net-worth clients, including, but not limited to, investment management, support with real estate transactions, providing wealth and tax planning strategies, coordinating estate planning, and managing day-to-day financial affairs to ensure long-term financial security.

We are a young and dynamic team, offering ample opportunity for our colleagues to develop and grow into their roles and contribute to the firm’s ambitions.

How to Apply

Please send your CV, work reference, and a brief summary (maximum 100 words) outlining your motivation via the advertisement.