Wealth Management Associate Zürich
Wealth Management Associate Zürich

Looking for career opportunities within a dynamic international organization?

Join  Our Constituent!

Our Constituent is a global organization specialized in fiduciary services, fund
administration and other financial services on behalf of multinational companies, private
equity and real estate firms, private investors and/or their advisors. Our client is open and
transparent, working together and sharing expertise in order to meet their clients’ needs.

Wealth Structuring:
The International Wealth Management, the team helps prospective relationships to fulfill
their asset distribution, enhancement, and protection needs and objectives in this regard,
structures legal and compliant solutions involving asset-holding vehicles such as Private
Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. The
role is also expected to facilitate the integration of legal and governance oversight that
takes into account decision making, family values, dispute resolution, and the allocation
and management of assets.

Key Responsibilities
  • Heading Paralegals and Accountants servicing clients worldwide
  • Client servicing including: Incorporation of companies, coordination of day-to-day
    Clientcompany operations, preparation of accounts, reports, shareholder and
    board meetings alongside other members of your team
  • New Business Development
  • Monitor corporate accounting and compliance matters related to client servicing
  • Develop a thorough product knowledge and general knowledge of the business,
    and a thorough understanding of clientstructures
  • Be the main contactperson for clients and their advisers
  • Coordinate issues concerning taxes, administration and banking of client
Qualifications and other requirements:
  • Tax Law, Corporate Law, Economics or Finance Education at University Level
  • A good com m and of English and German and any other language would be an
    asset.
  • Minimum of two to thre e years experience with a fiduciairy or professional
    service firm .
  • Good presentation and commercial sense , client oriented and entrepreneurship
    minded
  • You are able to solve problems, have a pro-active approach , work independently
    able to meet deadlines.

Please note that the role is in Zurich, Switzerland and will be performed there.

Interested?
If you are interested in this role, please forward your resume to legal@lexiussearch.com or
call Brigitte Welters LL.M at +31(0)641950252, however initial contact would be preferred
via e-mail at brigitte@lexiussearch.com.

Location:
Zürich