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Associate Private Clients – Newly Qualified ACA (Geneva)

Type Permanent

Salary Negotiable

Location International

Ref # 6310

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Barden has been engaged by the Director of a large family office in Geneva top help identify an Associate to join their growing team. The Associate role involves close and regular interaction with all members of the Client Relationship Management Team as well as Portfolio Managers, Tax advisers, Trustee companies, external clients and business contacts.

The individual will be tasked with assisting the Relationship Managers in providing support and high-level administration while they learn the business.

ABOUT THE ROLE

Client Relationship Management

– Administration and record keeping / client reporting / payments

– Assistance in preparing business trips, meetings and presentations for clients

– Receipt, clarification, monitor and process all incoming client orders and requests

– Assisting in the quarter end reporting process for management (statistics) and clients (reports, fees). Generate periodical statistics, evaluations and analysis and client reporting

Investment Management

– Support and assistance with trade execution

– Maintaining portfolio matrices as well as preparing recurring and ad hoc investment decision process files

– Preparing ad-hoc client updates and investment proposals

– Handling ad hoc client requests

Operations

– Be the channel of communication between Front Office and the various Group Operations teams

– Lead client on-boarding process including KYC/AML diligence

– Ensure internal databases are up-to-date

ABOUT THE PERSON

– Will suit a newly qualified accountant with an interest in developing a career in the private client space

– Knowledge of the financial markets in general and the Investment/Relationship Management industry in particular, preferably experience in a similar position/environment

– Knowledge of compliance rules and procedures

– Well organized with the ability to remain calm when under pressure

– Flexibility

– Delivers excellent client service

– Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third party professionals as well as demanding clients

– Precise with strong attention to detail

– Ability to provide support to more than one Relationship Manager

– Shares information, is helpful and co-operative

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Barden’s Accounting and Tax recruitment practice is where finance professionals go before they start looking for a job. Make sure you get expert advice about your Accounting / Tax career from Barden first – your future is just too important to leave to chance.

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Working with Jonathan’s team
Jonathan Olden leads a team of accounting recruitment experts that work exclusively with the accounting professionals across Munster. With a deep understanding of leading businesses, team structures, cultures and the nuances of the Munster market, Jonathan and his team, many of whom are accountants themselves, go to great lengths to provide a consultative and supportive service to the people they work with. Jonathan and his team are where accounting professionals in Munster go for advice before they start looking for a job.

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