Our client, an organization operating in an international setting, is seeking a passionate and experienced Client Account Manager, Financial Services to join their dynamic team. This is an exceptional opportunity for a driven professional who excels at building strong client relationships and delivering outstanding results. The client provides a range of benefits to support professional and personal growth.
Additional information will be given to qualified candidates.
Title: Client Account Manager, Financial Services
Location: Zürich Metropolitan Area, Switzerland
Responsibility:
* Plan and support limited and regular audits.
* Take full responsibility for customer mandates, including customer reporting, medium-term planning, and budgeting.
* Establish, implement, and oversee financial and cost accounting systems.
* Prepare periodic and annual financial statements and business/financial reports in compliance with Swiss standards.
* Advise and manage company formations, restructurings, reorganizations, and liquidations.
* Provide advice on complex tax matters and identify tax optimization opportunities.
* Prepare tax returns and review assessments for legal entities and individuals.
* Serve as the main contact for business and tax-related inquiries.
* Assist trust management with departmental leadership, including customer acquisition.
* Support company valuation, budgeting, financial and investment planning, and control system implementation.
Requirements:
* Completion of advanced trust training or currently pursuing it (e.g., federally certified trust specialist, tax professional, auditor, or expert in accounting and controlling).
* More than five years of experience in a similar position.
* Expertise as a consultant in an international environment.
* Outstanding proficiency in both German and English.
* A goal-oriented, driven, and articulate professional with a deep enthusiasm for delivering exceptional customer service.
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