Our client, an Independent Wealth Manager, is looking for a full-time permanent position a

Client Relationship Officer


Job description:

We offer a position, which has a high learning curve; you can work autonomously but within a dynamic and strong team.

Client relationship:

  • Shadow Senior Relationship Managers on client relationships
  • Prepare bespoke documents for clients i.e., performance attribution analysis, cash flow management, consolidation review, etc.
  • Understand all asset classes (bonds, equities, structured products, Hedge Funds and Private Equity).
  • Respond to specific clients’ requests.
  • Prepare presentations and proposals for clients & prospects.
  • Participate in portfolio reviews and rebalancing.
  • Prepare orders for custodian banks.
  • Send clients monthly reports.
  • Prepare client management fees billing.
  • Liaise with custodian banks & investigate daily recon breaks from the system.
  • Interact with custodian banks to negotiate clients’ specific needs (loans, etc.).


  • Support the investment team with:
  • Review/maintenance and addition of funds to our buy list and market sheets
  • Generate specific research reports upon clients’ requests.
  • Take part in fund managers’ meetings including illiquid asset classes.
  • Produce fund meetings summaries.

Required Profile:

  • Be a team player and authentic person
  • Flexibility is key, we are too
  • Fluent in English and French, additional languages are valued
  • Experience of 5 to 7 years in wealth management
  • Capacity to work independently, sense of initiative
  • Strong organizational skills and ability to work under pressure
  • Strong knowledge of MS Office applications and Bloomberg
  • High level of confidentiality

Start date:

As soon as possible



Date de création : 04.03.2024


Si ce poste vous intéresse et que vous correspondez parfaitement au profil recherché,
envoyez au plus vite votre CV à
Star(t) Emploi SA
qui le traitera dans les meilleurs délais en toute confidentialité.

Toutes nos offres sont ouvertes sans distinction, aux femmes comme aux hommes.