Zug

Mandate Manager in Fiduciary with a Passion for IT / Permanent

12 October 2026
100%
Permanent position
Zug

About the job

Introduction

Region Zug
National & international mandates
Fiduciary at a demanding level? With client contact, responsibility and scope for design.

For a modern, digitalised and established consulting firm in the Zug region, we are looking for an experienced individual who wants to apply their expertise purposefully and at the same time take the next step in their development.

In this versatile role, you will manage demanding national and international mandates, maintain direct communication with clients and be an important professional contact within the team.

We are looking for a person who combines professional competence with entrepreneurial thinking, customer orientation and enthusiasm for digital solutions.

Type of Work

You independently manage a diverse, exciting portfolio of national and international fiduciary mandates, purposefully using modern digital tools and contributing to making processes efficient and future-oriented
You are responsible for financial and payroll accounting and accompany your mandates holistically
You prepare monthly, quarterly and annual financial statements including meaningful reporting
As a direct contact person, you advise your clients on professional issues and develop suitable solutions together
You maintain existing client relationships and contribute to long-term client retention with your professional advice
With your experience, you support employees in demanding specialist topics and actively share your knowledge
You participate in projects
You take on internal IT responsibility and continuously optimise processes

What to expect:

Demanding mandates

You work with different companies and issues and have the opportunity to apply your expertise comprehensively.

Client contact on equal terms

You are not only responsible for numbers but act as a competent contact person and sparring partner for your clients.

Professional responsibility

Your experience is in demand: you support colleagues with demanding topics and can actively pass on your knowledge.

Digital working environment

Modern technologies and efficient processes are part of everyday work. Digitalisation is understood as an opportunity, not an end in itself.

Personal development

The company invests purposefully in the professional and personal development of its employees and also supports external training.

Flexibility & modern working conditions

Flexible working hours, contemporary infrastructure and a collegial environment create the framework for independent and professional work.

Ready for the next step?
Would you like to bring your experience to a position where fiduciary competence, client consulting and entrepreneurial thinking come together?

Then we look forward to meeting you in person.

Discretion is a matter of course.
Your application will be treated confidentially. Further information about the company and the position will be gladly provided in a personal exchange.

Requirements Profile

Several years of professional experience in the fiduciary sector
Enjoyment of demanding client consulting and direct client contact
A completed higher professional education, for example as a certified fiduciary expert, certified auditor or certified expert in accounting and controlling
Strong interest in modern, digital working methods
Confident handling of Abacus and MS Office
Fluent German and good English skills
Independent and solution-oriented working style
Entrepreneurial thinking and a high quality awareness
Enjoyment in taking responsibility and passing on knowledge within the team

Categories:

Finance / Trusts / Real Estate, Trusts