Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to well over 250 substantial families of wealth. The Group employs over 540 people in 11 offices in 8 geographies around the world.
SENIOR ASSOCIATE - CLIENT MANAGEMENT
Stonehage Fleming is one of the world's leading independently owned family offices.
We help international families manage their wealth and protect their legacies for generations to come.
Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-today advice and administration to well over 250 substantial families of wealth. The Group employs over 540 people in 11 offices in 8 geographies around the world.
We are currently seeking to appoint a Senior Associate - Client Management in our Investment Management department based in Zurich, Switzerland.
The main purpose of the role is to manage numerous development projects in Switzerland at any given time, assist in building new and maintaining client relationships whilst maintaining efficiency, quality and accuracy of work produced. While collaborating closely with senior CRM's, the individual will provide professional advice and expert administration. He/she will be responsible for winning new mandates for the company/Group of companies.
The position reports to the Head of Swiss Investment Management. This role involves close and regular interaction with existing and potential future clients as well as business contacts (i.e. Asset Managers, Lawyers, Bank Managers, Insurance Agents, Estate Agents, Art Curators, Tax Advisors, ..) and with internal departments and business units.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
QUALIFICATIONS AND EXPERIENCE
COMPETENCIES AND BEHAVIOURS
We offer you the opportunity to work in an enjoyable environment within an international, fast growing organization.
Contact: Mina Bloudanis Ventrice, firstname.lastname@example.org
Interested candidates are requested to respond by email.
Stonehage Fleming denotes that a company is a member of the Stonehage Fleming Family and Partners Group. This bulletin has been prepared for information only and is not intended for onward distribution. It is neither an offer to sell, nor a solicitation to buy, any investments or services. This bulletin does not constitute a personal recommendation and does not take into account the individual financial circumstances, needs or objectives of the recipients. There is no representation or warranty as to the accuracy of, nor liability for, decisions based on such information. It has been approved for issue by Stonehage Fleming Investment Management Limited and Stonehage Fleming Advisory Limited, both members of the Stonehage
Fleming Family & Partners Group of companies and authorised and regulated by the Financial Conduct Authority. Regulated by the Jersey Financial Services Commission. This brochure is issued in South Africa by Stonehage Investment Partners LLP,
an authorised Financial Services Provider.
Stonehage Fleming SA
Madame Mina Bloudanis Ventrice