Mandate Manager with Further Training as Future Partner / Permanent

About the job

Introduction

Shaping entrepreneurial future? Partner perspective in the fiduciary environment

Our client is a successfully established fiduciary company in the canton of Aargau, which has been holistically supporting SMEs for many years. In the course of a planned age-related succession arrangement, we are looking for an entrepreneurially minded individual who actively shapes the next growth step – professionally, strategically and personally.

Your role? More than a classic leadership function

In this position, you gradually take on entrepreneurial responsibility and deliberately grow into co-ownership. Together with an existing partner, you shape the long-term direction of the company.

Type of Work

• Independent and holistic support and guidance of diverse and demanding SME mandates
• Final consulting and structuring
• Tax advice for companies and private individuals
• Business management consulting
• All types of company changes such as restructurings, foundations, liquidations, conversions
• Support and handling of succession arrangements and restructuring projects
• Company acquisitions and sales
• Proactive support of entrepreneurs in financial and strategic matters
• Business planning and analyses
• Leadership and development of a small team
• Participation in the strategic development of the company and the further expansion and development of the enterprise
• Customer acquisition and giving presentations
• Active representation of the company internally and externally (network, acquisition, know-how transfer)
• Gradual takeover of mandates and responsibilities of the departing partner
• Leadership, coaching and development of a qualified team
• Active shaping of strategy, offerings and processes

Requirements Profile

• Advanced professional training (professional certificate, Bachelor or Master, university degree or federally certified fiduciary expert / federally certified auditor)
• Several years of solid experience in the fiduciary sector within an SME
• Enjoyment of direct customer contact and holistic consulting
• The desire to take responsibility, to support and make decisions
• Entrepreneurial thinking and acting
• Willingness to contribute own ideas and make an impact
• A structured, efficient, reliable working style
• Professional appearance towards clients and the team
• Loyal, trustworthy, dynamic, proactive, communicative and open personality
• High professional and social competence
• IT affinity
• Age: 30-45 years young