Mevelin Ag logo

English | Deutsch

Mevelin Ag
1 Tag vor
Vollzeit
Vor Ort
Luzern, Baden-Württemberg, Switzerland

For our client, a successful wealth management services company based in the Canton of Zug, we are looking for an engaged and experienced professional for the position of:

Client Services Manager (m/f) 100%

Your Responsibilities:

  • Working closely with a Partner on the comprehensive servicing of UHNW families with international structures
  • Managing and maintaining client relationships
  • Coordinating external counterparties and advisors
  • Preparing and reviewing documentation
  • Direct interaction with family members of clients
  • Supporting the administration and ongoing management of complex international structures
  • Preparing analytical reports and consolidated reporting 

Your Profile:

  • University degree in Law, Finance, Economics, or a related field (Master’s degree is an advantage)
  • STEP Diploma / TEP qualification is highly desirable (willingness to obtain it with company support is also welcome)
  • 5–8 years of professional experience within an MFO, private bank (Wealth Planning), trust company, or law firm focused on private clients
  • Proven experience working with UHNW clients and international family structures
  • International professional background, preferably in Switzerland, the UK, or Liechtenstein
  • Professional fluency in Russian, German, and English (including negotiations and documentation drafting); French is considered an advantage
  • Strong expertise in:
          - Trust structures
          - Taxation
          - Common law
          - Family governance
          - Consolidated reporting
          - Coordination of counterparties
          - Analytics and reporting
          - Documentation management
  • Highly discreet, detail-oriented, proactive, resilient under pressure, empathetic, and possessing strong negotiation skills
  • Swiss/EU passport or a valid Swiss work permit is mandatory

If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (English CV and certificates/diplomas).

For environmental and efficiency reasons, we would like to ask you to submit your application via our online application platform (click on "Apply") rather than by e-mail or by post.

Ihre Ansprechpartnerin

Frau Elena Budagaschwili

Kontakt

MEVELIN AG
Ruopigen Zentrum
6015 Luzern