Assistant Client Advisor

About the job

FINAD is one of the oldest independent family offices in Switzerland. From our offices in Zurich, Vienna and Hamburg, we advise international families, entrepreneurs and foundations on all matters of wealth.

To continue providing our demanding clientele with the highest level of service, we are looking for support for our client advisors and a smooth office routine, starting immediately or by arrangement, for a

Assistant Client Advisor

100% / in Zurich

You are team-oriented, inspire clients with your dynamic and professional manner, have an interest in challenging projects, are well organised and accustomed to working carefully and efficiently under time pressure.

We offer you an exciting and varied position, modern office premises in the heart of Zurich, an attractive salary, good social benefits and the opportunity to actively participate in a dynamic working environment.

Our Requirements

• Completed commercial training or similar qualification
• At least 5 years of professional experience in the finance, fiduciary sector or a law firm
• Basic knowledge and interest in financial markets and economic topics
• High reliability, structured working method and a strong attention to detail
• Efficient, flexible and independent organisation and coordination of tasks and people
• Experience in handling confidential information and a high degree of discretion
• Interest in working on new subject areas and participating in projects
• Confident use of MS Office and AI tools, experience with CRM systems and document management software is a plus
• Fluent German and English skills, both spoken and written

Your Tasks

• Responsible for professional correspondence with clients, business partners and internal teams - in person, by telephone and by e-mail
• Support in acquiring new client relationships and onboarding new clients
• Recording and processing of stock exchange orders
• Support in research and preparation for client meetings and projects, e.g. market analyses, data preparation and reporting
• Interface to custodian banks and other external specialists
• Active participation in internal projects
• Support client reception and telephone service
• Support office management (e.g. ordering office supplies, mailings, intranet, coordination of external service providers, etc.)

If you feel addressed, we look forward to receiving your application. Please send your meaningful and complete application documents.

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