Zürich
Mandate Manager Fiduciary (m/f/d)
- 16 September 2026
- 80 – 100%
- Permanent position
- CHF 110 000 - 125 000 /year
- German (Fluent), English (Intermediate)
- Zürich
About the job
We have developed a web-based online platform for job searching and talent acquisition that digitalises the application process and supports the company in quickly recognising talents in the market and securing them for the long term. With a digital Rocken profile, every applicant can quickly and easily connect with market-leading companies and share their profile.
Our work places people at the centre both technologically and organically. Rocken® offers executive search and talent management consulting to address the personal and individual needs of each person and to implement these optimally in recruitment and career planning.
Mandate Manager Fiduciary (m/f/d)
Salary - CHF110,000 - 125,000Our Rocken partner is an independent service provider in the areas of fiduciary services, investment consulting, and family office. The company serves demanding private clients, families, and their businesses with high quality standards. The focus is on customised financial services – from classic fiduciary services to asset management and comprehensive advice on complex asset and corporate matters. Discretion, independence, and individual solutions characterise the daily work. The advice is provided on an equal footing, with many years of expertise and a clear focus on personal customer relationships. Trust is at the heart of every collaboration. Are you ready to manage demanding mandates and create real added value? Then our Rocken partner offers you an environment where professionalism and personal commitment are valued.
Role:
A specialised Swiss consulting company that supports its clients holistically on financial, tax, and entrepreneurial matters.
Employees have the opportunity to engage with various financial issues, develop solutions independently, and work directly with entrepreneurs, private individuals, and decision-makers.
Those seeking a varied role with a lot of personal responsibility and who want to apply their expertise beyond classic fiduciary services will find a versatile and professional environment here with short decision-making paths.
Responsibilities:
You take responsibility for a fiduciary mandate portfolio
You manage and develop existing and new client relationships
You conduct financial and payroll accounting including social security settlements
You prepare VAT returns and perform sales reconciliations
You prepare interim and annual financial statements and discuss these with clients
You handle tax returns for natural and legal persons
You support audits and tax inspections
Qualifications:
You have many years of practical experience in the fiduciary sector
You hold the Swiss federal professional certificate in fiduciary services or a comparable qualification
You have an interest in professional and technical development
You are IT-savvy and confident in using Abacus, Office applications, and Dr. Tax
You are a motivating personality and a collegial team player
Your mother tongue is German, and you are proficient in English both spoken and written
Benefits:
- Experienced and dynamic team
- Open corporate culture
- Market- and performance-based salaries
- Home office
ROCKEN Jobs:
https://rocken.jobs
Create profile:
https://rocken.jobs/application/profil-erstellen/
Work location
Zurich
Contact
Istat Avezov,
+41443852152
