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
What we are looking ?Senior ServiceNow AI EngineerLocation: ZurichWorkload: 80–100%
Employment: PermanentOur client, a leading Swiss IT services organisation, is looking for an experienced Senior ServiceNow AI Engineer to drive AI, GenAI and intelligent automation within its ServiceNow platform.Your responsibilities:Develop and implement the ServiceNow AI and automation roadmapIdentify and deliver AI use cases from PoC to productionBuild solutions using Now Assist, AI Agents and ServiceNow AI capabilitiesDevelop intelligent assistants and automated service processesContribute to ServiceNow architecture, standards and AI governanceAdvise customers and internal stakeholders on AI solutions Your Profile:Several years of experience as a ServiceNow Engineer, Developer, Architect or Senior ConsultantFluent German and good English requiredStrong ServiceNow ITSM expertise; CSM or ITOM is an advantageHands-on experience with Flow Designer, IntegrationHub and automationPractical experience with Now Assist, Predictive Intelligence, Task Intelligence, Virtual Agent and AI SearchExperience implementing AI solutions in productionServiceNow certificationsGenAI, LLM and AI Agent experience is an advantageA key opportunity to shape AI and automation within a large-scale ServiceNow environment, with flexible working conditions and up to 60% home office.#LI-RR1
What we are looking: Senior OpenStack Engineer Location: Zurich, SwitzerlandOur client, a leading Swiss technology company, is looking for an experienced Senior OpenStack Engineer to join its cloud infrastructure team. This is an opportunity to play a key role in designing, operating, and evolving a large-scale OpenStack platform that supports critical enterprise services. Your Responsibilities:Design, develop, and operate the company's OpenStack platform.Architect and optimize OpenStack Compute, Storage, and Networking services.Automate deployments and operational processes using Ansible, OpenTofu, and related tools.Troubleshoot and resolve complex infrastructure issues at 2nd and 3rd level.Collaborate closely with infrastructure and engineering teams.Provide technical leadership on architecture and technology decisions.Drive continuous improvements in cloud infrastructure, automation, and platform reliability.Your Profile:Degree in Computer Science or an equivalent technical qualification.Several years of experience designing and operating OpenStack environments.Strong expertise in Linux administration and container technologies.Hands-on experience with automation and configuration management tools such as Ansible and Infrastructure as Code.Solid understanding of distributed systems, networking, and storage technologies.Strong analytical and problem-solving skills.Fluent German (C1 level) and good English.Willingness to participate in an on-call rotation. #LI-RR1
What we are looking?Finders is looking for an ICT System Engineer (WAF/IDP)Join a leading Swiss IT services provider supporting police forces and emergency services, where you'll work with highly secure, mission-critical infrastructures and state Your responsibilities: Configure, maintain and optimize WAF rule engines and security policies.Design, implement and configure Web Application Firewall (WAF) and Identity Provider (IDP) solutionsIntegrate Single Sign-On (SSO), Multi-Factor Authentication (MFA) and federated identity solutions (SAML 2.0, OpenID Connect) into the Web Access Management (WAM) infrastructure.Analyse security logs, identify attack patterns, reduce false positives and support the resolution of security incidents.Ensure compliance with service and change management processes.Perform upgrades, patching and performance optimization in high-availability environments.Collaborate closely with developers, application managers, the Security Operations Center (SOC) and external partners to ensure secure and reliable services. Your Profile:Degree in Computer Science or an equivalent qualification.Fluent German and good English.Several years of hands-on experience with enterprise Web Application Firewall (WAF) solutions.Solid experience with Access Management and Identity Provider (IDP) technologies.Strong knowledge of HTTP/S, SSL/TLS, TCP/IP and authentication protocols including OAuth2, OpenID Connect and SAML 2.0.Experience with vulnerability analysis and modern web technologies such as REST APIs and JSON.Independent, structured and solution-oriented working style with strong analytical and communication skills.Customer-focused team player with a proactive mindset and commitment to continuous professional development.Ability to remain calm and effective in critical situations and participate in on-call support when required. #LI-RR1
Company Description: Location: Zurich, Switzerland
Workload: 100%Our client, a leading Swiss private bank, is looking for an experienced (Senior) FIX Engineer Specialist to join its Front Office Technology team. This is an exciting opportunity to work on mission-critical trading systems, FIX connectivity, and electronic trading solutions in an international banking environment.Job Description:Customize, implement and maintain FIX interfaces for electronic trading platforms.Configure and enhance order routing, market connectivity and trading workflows across Front Arena AMS, Avaloq and related systems.Analyse business requirements and translate them into robust technical solutions.Implement, configure and test new functionalities across trading platforms.Support business users and troubleshoot production issues.Define and optimize IT processes and workflows for execution and settlement.Produce and maintain technical documentation.Collaborate with internal stakeholders, vendors and project teams to deliver strategic initiatives.Your Profile : EU Passport or a Swiss Visa.University degree in Computer Science, Information Technology or a related discipline.At least 5 years of hands-on experience working with FIX Protocol in a banking or electronic trading environment.Strong understanding of electronic trading across Equities, Fixed Income, FX and Derivatives.Experience with FIX Protocol, TLS, encryption, TCP/IP networking and Windows environments.Knowledge of Front Arena AMS, FIS Cross-Asset Trading & Risk Suite and/or Avaloq is highly desirable.Python scripting experience is considered an advantage.Strong analytical and problem-solving skills with the ability to work independently.Excellent communication and stakeholder management skills.Fluent English is essential. German is an advantage.What's on OfferJoin one of Switzerland's leading private banks with a strong international presence.Work on business-critical trading technology within a highly skilled engineering team.Exposure to complex trading platforms and cutting-edge financial technology.Collaborative and international working environment.Long-term career development and continuous learning opportunities.If you are passionate about electronic trading technology and FIX connectivity and are looking for your next challenge within a prestigious financial institution, we would be delighted to hear from you.#LI-RR1
Company Description:Product & Innovation Manager, Motor & Property Insurance (Private Customers)
Location: Zurich area, Switzerland
Workload: 80-100%Our client, a leading Swiss insurance company, is looking for an experienced Product & Innovation Manager to drive the strategic and operational development of its private motor and property insurance portfolio.Job Description:Your ResponsibilitiesDefine and manage the product strategy and roadmap for private motor and property insurance products, prioritizing initiatives based on business value.Continuously develop and enhance insurance products, coverages, and customer offerings.Conduct market, customer, portfolio, and performance analyses to identify opportunities for product improvements.Lead cross-functional product development initiatives in collaboration with Sales, Pricing, Underwriting, Claims, IT, and other stakeholders.Gather, define, and manage business requirements, ensuring alignment across internal and external stakeholders.Ensure high-quality implementation within core insurance systems, business processes, customer documentation, and contractual documentation.Monitor product performance through KPIs and reporting, recommending and implementing continuous improvements.Support sales enablement through product communication, training, and educational materials.Prepare presentations, business cases, and analytical reports for senior management and decision-making committees.What we are looking for :Your ProfileUniversity degree or equivalent professional experience within the Swiss insurance industry.German skills- Fluent .Strong expertise in private motor and/or property insurance products.Several years of experience in Product Management, Product Ownership, or related functions such as Underwriting, Claims, or Pricing.Strong analytical mindset with experience in portfolio analysis, claims analysis, KPI monitoring, and data-driven decision making.Highly motivated, proactive, and driven to lead innovation and change.Structured, independent, and solution-oriented working style.Excellent communication and stakeholder management skills, with the ability to collaborate across business and technical teams.What's OfferedHybrid working model with up to 60% remote work.Six weeks of annual vacation.Extensive professional development and training opportunities.High level of autonomy and ownership.Flexible working arrangements, including part-time options.Comprehensive wellbeing and employee wellness initiatives.
Descrizione dell'azienda
Fondato nel 1958, il Gruppo PKB è una realtà familiare svizzera con respiro internazionale, specializzata nel Private Banking.
Il Gruppo gestisce un patrimonio di circa 18 miliardi di CHF e impiega un numero significativo di specialisti nell'ambito della consulenza finanziaria, della gestione e pianificazione patrimoniale e dei crediti.
PKB offre servizi finanziari personalizzati per individui privati, famiglie, imprenditori e clienti corporate.
La gamma di prodotti e servizi comprende il Private Banking, il Wealth Management, l'Asset Management, il Corporate Banking e i mercati di capitali.
Con sede principale a Lugano, il Gruppo PKB è presente in 10 sedi internazionali: Svizzera, Italia e America Latina. Il Gruppo opera in Italia attraverso Cassa Lombarda (1923), una boutique specializzata nel Private Banking. Tra le altre controllate del Gruppo figurano Belvoir Capital AG (Wealth Management e servizi di Family Office) in Svizzera, PKB Servizi Fiduciari (servizi fiduciari) in Italia e PKB Wealth Management SA a Panama.
Per maggiori informazioni visitate il nostro sito web www.pkb.ch.
Descrizione del ruolo
Per la nostra sede di Lugano ricerchiamo un/a Compliance Officer con consolidata esperienza principalmente nell'ambito dei controlli di secondo livello in materia di Market & Products (in particolare relativamente all'adeguatezza dei servizi di investimento offerti alla clientela nonché all'integrità del mercato) e Cross-Border, nonché nella predisposizione della reportistica trimestrale di Compliance su base individuale e consolidata. Completano il ruolo la collaborazione e il supporto alla funzione Compliance nelle ulteriori attività di sua competenza.
Cerchiamo una figura capace di coniugare rigore normativo e visione pragmatica, contribuendo a costruire un equilibrio efficace tra presidio del rischio e supporto al business.
Compiti e responsabilità
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Controlli periodici di secondo livello sul rispetto delle disposizioni normative e regolamentari applicabili ai servizi e alle attività di investimento, con particolare riferimento alla tutela degli investitori, all'adeguatezza e all'appropriatezza, alle regole di condotta sul mercato e alla gestione dei conflitti di interesse. Verifica della corretta applicazione delle procedure interne e svolgimento di controlli in materia di operazioni personali dei collaboratori;
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controlli periodici di secondo livello sull'operatività transfrontaliera della Banca, verifica del rispetto dei requisiti normativi e regolamentari applicabili nei diversi mercati di riferimento, documentazione delle verifiche e delle relative risultanze, monitoraggio delle eventuali anomalie nonché monitoraggio degli sviluppi normativi e supporto alle strutture interessate nell'applicazione delle disposizioni interne in materia di Cross-Border;
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predisposizione della reportistica trimestrale di Compliance su base individuale e consolidata, attraverso la raccolta e l'analisi delle informazioni provenienti dalle funzioni e dalle società del Gruppo, il consolidamento delle risultanze dei controlli, l'identificazione delle anomalie e dei rischi rilevanti e la presentazione dei relativi risultati agli organi e alle funzioni competenti;
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collaborazione alle ulteriori attività di competenza della funzione Compliance in funzione delle esigenze operative e delle priorità della funzione (es. onboarding della clientela, monitoraggio e controllo in materia di AML, sanzioni e altre tematiche regolamentari);
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contributo alla predisposizione e all'aggiornamento di direttive e procedure della Banca nonché di valutazione dei rischi e documentazione interna di Compliance;
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partecipazione in qualità di relatore alle attività di formazione e sensibilizzazione dei collaboratori sui temi di Compliance e supporto nella gestione delle relative richieste interne.
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Formazione universitaria in Economia, Giurisprudenza o discipline affini;
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formazione specialistica in ambito Compliance (es. CAS/DAS o equivalente) o disponibilità a conseguirla;
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solida conoscenza del quadro normativo e regolamentare svizzero con particolare riferimento alla Legge sui servizi finanziari (LSerFi), alle regole di condotta sul mercato e alla prevenzione degli abusi di mercato, alle tematiche di cross-border e alla reportistica regolamentare;
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esperienza consolidata (5 anni+) in ambito Compliance nel settore bancario svizzero, preferibilmente nel private banking, con particolare riferimento ai controlli di secondo livello in ambito Market & Products e Cross-Border, alla reportistica di Compliance su base individuale e consolidata, nonché buona conoscenza delle tematiche AML e della Convenzione relativa all'obbligo di diligenza delle banche (CDB);
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spiccate capacità analitiche e di elaborazione dei dati, con particolare riferimento alla raccolta, verifica, analisi e consolidamento delle informazioni necessarie alla predisposizione della reportistica di Compliance individuale e consolidata, nonché alla capacità di individuare anomalie, valutare i rischi e proporre adeguate misure correttive.
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approccio professionale, pragmatico e orientato alla soluzione e capacità di lavorare efficacemente in un contesto dinamico;
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eccellenti capacità organizzative, relazionali e comunicative;
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elevata integrità, senso di responsabilità e indipendenza di giudizio;
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precisione, attenzione al dettaglio e capacità di gestire attività operative con scadenze ravvicinate, mantenendo elevati standard qualitativi;
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ottima conoscenza della lingua italiana (livello C1/C2) e inglese fluente; altre lingue costituiscono titolo preferenziale;
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padronanza degli strumenti MS Office e capacità di elaborazione ed analisi dati;
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residenza in Svizzera o disponibilità al trasferimento in Svizzera.
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 !
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
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).
