When selecting the custodian banks, we devote the same prudence as in our investment selection.
We will be happy to advise you which custodian bank is best suited to your needs and objectives. Our custodian banks are located in Switzerland and abroad. If desired, custodian banks of your choice can be chosen as well.
- Introduction -
- Introduction -
Sr. Consultant
Country / City
Switzerland - Zug
Job Type
Full time or Part time
Your role
Do you have long-term relationships established and want to become an independent consultant? Do you have a proven track record in servicing Swiss and/or international clientele?
This is your door to independency by creating your own consulting department within an established organization.
We are looking for some who can help us:
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connect trustworthy and long-term relationships with clients
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manage your strategic business and ensure professional communication with clients
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further develop client needs
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act as trusted manager between the client and different stakeholders
Your team
You'll be joining a highly skilled and motivated boutique Multi-Family Office team based in Zurich, Switzerland. The team is responsible for all management and handling of client requests - financial and non-financial - in collaboration with internal and external service providers.
Your expertise
Besides being a true team player, you bring excellent organizational, communication, and stakeholder management skills as well as a proven track record in relationship management of wealthy clients.
You are a driven and highly motivated person, who naturally takes ownership of client relationships, is capable of understanding the client's needs and translating them into solutions. Furthermore, you are an excellent communicator with strong interpersonal skills and an entrepreneurial mindset.
About us
We serve as an independent Multi-Family Office with an integrated and highly professional Asset Management platform. We were established in 2018 and are looking forward to growing our platform.
Join us
Take the chance of joining a young, innovative, dynamic and independent Family Office and become a true partner and shareholder over time. Grow your own. We look forward to your online application.