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Asset Manager
For our client, an asset management company based in Geneva, we are looking for an Asset Manager 100%
Your profile and responsabilities
- Asset Manager of 5 years of experience specialized ideally in Structure Products, as well as Bonds, Equities and Funds
- Reporting to the Investment Committee and working closely with Advisory Team and the Head of Structuring and Distribution
- Effectively run Discretionary Portfolio Management (DPM) portfolios following the guidelines of investment policy statement.
- Manage individual portfolios following clients' investment objectives and restrictions.
- Buying and selling securities in client accounts and certificates to maintain a specific investment strategy, or to reach an investment objective.
- In case-by-case attend client meetings, including informing clients of market conditions, updating them on investment research and economic trends, and discussing their portfolio performance and investment objectives.
- Evaluating the performance of different DPMs and individual investment portfolios and ensuring compliance with investment policy statements.
- Staying up to date with relevant investment and trading news, and economic trends.
If your are interested in this position and your profile matches the required criteria, please send me your application (CV, work certificates, diplomas) as soon as possible !
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13/10/2026
Assistant Trust Administrator
Client:
Our client is a well-established international fiduciary and private wealth business with a reputation for delivering exceptional service to high-net-worth families, entrepreneurs and complex structures. Known for its collaborative culture, long-term approach and commitment to responsible stewardship, the organisation values professionalism, integrity, innovation and strong client relationships. It offers a supportive environment where employees are encouraged to develop their careers and contribute to meaningful client ;
Job Description:
Position:
An excellent opportunity for a junior trust professional to join a growing and highly regarded fiduciary team. Working closely with senior trust managers, the successful candidate will support the administration of a varied portfolio of trust and company structures while maintaining high standards of accuracy, service and regulatory compliance.
Responsibilities:
- Support the administration of trust and company structures.
- Assist with client, intermediary and third-party relationships.
- Maintain statutory records and client documentation.
- Prepare payments, resolutions, meeting minutes and correspondence.
- Assist with the opening and closure of bank and custodian accounts.
- Maintain and update internal client databases.
- Support transfers, closures and project-related work.
- Ensure all activities are completed in line with regulatory and internal requirements.
Why Join:
- Clear career progression and structured development pathways.
- Support towards professional qualifications and memberships.
- Flexible working arrangements following probation.
- Collaborative and people-focused culture.
- Regular social, wellbeing and team events.
- Opportunity to work within a respected international organisation that invests in its people and promotes long-term career growth.
- Competitive salary and discretionary bonus.
Profile:
- Around 2 to 3 years' experience in trust and company administration.
- Studying towards or part-qualified in a relevant professional qualification ( STEP).
- Strong understanding of trust administration and fiduciary services.
- Knowledge of relevant regulatory and tax frameworks.
- Good understanding of accounts, investments and financial statements.
- Excellent written and verbal communication skills.
- Highly organised with strong attention to detail.
- Proficient in Microsoft Office applications.
- Fluent/bilingual English; French a plus but not a must
- Able to manage competing priorities and work effectively within a team.
- Self-motivated, proactive and client-focused.
- Available to work full-time (with some home office).
- Already in possession of a valid Swiss work permit (frontalier accepted)
#LI-SG1
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05/10/2026
Head of Finance and Operations - Banking
Description of the company
Client:
A well-established financial institution - Banking Category 5 FINMA. A small yet busy and highly successful office that has been established in Geneva for over 40 years. Our client provides traditional private banking services and is recognised as a highly respected global brand with strong ethics, values, and an excellent reputation within its field. Backed by a strong shareholder base and solid credit rating, the bank offers a stable and reputable platform combined with modern, state-of-the-art offices in central Geneva (Rive Gauche). This opportunity offers the chance to make a meaningful contribution at C-suite-equivalent level within a dynamic and close-knit environment.
Role & Responsibilities
The Role:
Within this banking environment, the Head of Finance role will lead a small team while remaining highly hands-on. This is effectively a CFO/COO/CRO-type position within a reputable FINMA-regulated institution, combining finance, operations, treasury, and risk oversight in one broad and varied remit. The role is responsible for ensuring the smooth running of accounting, operational, treasury, and risk management processes, while supervising a team of four people in total, including operations and accounting staff. The team's primary focus is financial controlling, reporting, and accounting, with additional responsibility for treasury and risk management matters.
Working very closely with the CEO, this executive position plays a central role in overseeing financial operations, compliance, back office activities, and risk management across the business. The role requires full-time presence in the Geneva office; remote working is not available. This is a genuinely unique opportunity within the Geneva banking market, offering a candidate from a banking background broader visibility, increased responsibility, and a greater diversity of tasks than would typically be found in a larger structure. The position offers real autonomy, close interaction with senior management, and long-term career potential within a stable and highly reputable institution.
Key Responsibilities (including but not limited to):
- Supervise daily accounting, treasury, and back-office activities, ensuring accuracy, efficiency, and regulatory compliance.
- Monitor and manage operational, financial, and compliance risks, including asset management and investment-related matters.
- Review monthly financial statements and ensure timely legal and FINMA reporting.
- Implement, improve, and adapt internal procedures and controls, including follow-up on audit recommendations.
- Support HR-related processes including payroll, social security, and insurance administration.
- Participate in internal committees and coordinate ad hoc projects requested by senior management.
- Prepare Board documentation and reporting in close coordination with the CEO.
Why Join:
- Opportunity to join a small, agile, and successful team with direct impact on operations and strategic decision-making.
- Broad and visible role with genuine autonomy and exposure to senior management.
- Entrepreneurial and pragmatic working environment with varied responsibilities.
- Long-term opportunity within a stable, globally respected financial institution with an excellent reputation.Candidate Profile
Profile:
- 10+ years of experience within accounting, finance, and Swiss banking risk management, including FINMA reporting.
- Previous experience as CFO, Head of Finance, or within a Big 4 environment auditing small Swiss banks.
- Hands-on management style with experience supervising small teams and operational processes.
- Previous exposure to Swiss Category 4 or 5 banks is a must.
- Good understanding of compliance, operational risk, credit risk, and treasury management.
- Fluent or mother-tongue French with fluent English.
- Strong IT and systems skills.
- Swiss resident preferred; cross-border commuters may also be considered.
- Available for a permanent, full-time contract (no home office).
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05/10/2026
Junior Client Relationship Manager - Family Office
Client:
A well-established, independent multi-family office with a strong international presence and offices across Switzerland and globally. The firm provides high-net-worth and ultra-high-net-worth families with strategic planning, investment management, administration and day-to-day advisory services. The company has a close-knit, collaborative culture, with a strong emphasis on teamwork, professionalism and high-quality client service.
Finders has worked with this client for many years and can provide candidates with a good understanding of the culture, team and working environment.
Description du poste
Position:
Are you looking to move into an in-house client relationship role within a leading multi-family office? This Associate to Senior Associate opportunity would suit someone with around 2–6 years of relevant experience who wants to gain genuine exposure to UHNW clients and complex international matters. A Big 4 background could be particularly relevant for someone looking to move into a Front Office role, but we are also very much open to candidates from other relevant financial services backgrounds.
This is a Front Office position supporting and developing relationships with HNW/UHNW clients and their advisors. The level of responsibility will depend on your experience, with the role initially involving a significant amount of client support and administration, but with plenty of room to take on more responsibility and develop over time. You will work closely with senior Relationship Managers and a range of internal and external specialists, gaining exposure to complex international structures, trusts, corporate matters, cross-jurisdictional assets, private equity and wealth planning.
The role offers an unusually broad level of exposure for its seniority. Working in a relatively small, collaborative team, you will have the opportunity to get involved in complex international client matters and take on responsibility that would often be reserved for more senior people in a larger organisation. It is a chance to develop a genuinely broad understanding of family office and UHNW client work rather than being limited to one specialist area.
Candidates coming from Big 4 audit/advisory, tax, trust, wealth planning or similar financial services backgrounds could be well suited, particularly if looking to move into an in-house Front Office environment. The role would suit someone who is happy to get involved in the detail as well as the bigger picture, with the opportunity to build their career within a highly collaborative and global multi-family office environment.
Key Responsibilities:
- Support and develop long-term relationships with HNW/UHNW clients, family members and their advisors
- Work closely with senior Relationship Managers on key client relationships, taking increasing responsibility for client matters depending on experience
- Coordinate with internal teams including legal, compliance, trust, accounting, investments, philanthropy and risk
- Liaise with external professionals including lawyers, tax specialists, trustees and asset managers
- Assist with or manage banking payments, account openings, compliance documentation, risk reviews and debt monitoring
- Prepare client reporting packs, financial analysis and meeting materials, using Excel extensively
- Assist with financial processes including loan schedules, reporting and analysis of client structures
- Gain exposure to trusts, corporate structures, estate planning, tax and other family office services
- Support the presentation and coordination of the Group's services to clients and their advisors
- Contribute to internal projects, business development and marketing initiatives where required
- Take a proactive "get things done" approach to both strategic projects and day-to-day administration
Profil recherché
Profile:
- Bachelor's or Master's degree in Finance, Economics, Business, Accounting, Law or a related discipline
- Approximately 2–6+ years' relevant experience, depending on level, ideally gained within financial services, Big 4 audit/advisory, tax, trusts, wealth planning or a similar environment
- Strong client service and administrative skills, with the ability to build and maintain long-term relationships with HNW/UHNW clients
- Numerate and confident working with financial information, financial statements, reporting and Excel
- Highly organised, proactive and detail-oriented, with the maturity and initiative to take ownership of both day-to-day matters and broader client projects
- Knowledge of trusts, corporate structures, tax or wealth planning is an advantage; ACA, ACCA or an equivalent international qualification would be a plus for the more experienced profile
- Fluent/bilingual English; additional languages such as German, French or Spanish would be an advantage but are not essential
- Ideally already based in the Zurich area, with Swiss/EU/EFTA nationality or otherwise eligible for a Swiss work permit
...
05/10/2026
