Client Advisor 100%

Your Role

As a Client Advisor, you will be responsible for managing a diverse portfolio of client entities, ensuring full compliance with legal requirements and delivering high-quality administrative services. This role requires excellent organizational skills, diligence, and a desire to grow within a professional and dynamic environment.

Key Responsibilities

• Administer and oversee a portfolio of client entities, ensuring all statutory and regulatory obligations are met.
• Manage client relationships and assist with meeting preparation and follow-up as required.
• Draft resolutions, minutes, and correspondence in line with internal procedures.
• Maintain up-to-date statutory records and databases.
• Respond promptly and professionally to client queries and requests.
• Assist with the onboarding of new clients, including preparation of due diligence and KYC documentation.
• Supervise and support junior team members, providing feedback and identifying training needs.
• Contribute to internal projects and assist with achieving team and individual objectives.
• Ensure compliance with internal Know Your Client policies and maintain a clear understanding of client business structures.

Profile & Qualifications

• 3 5 years of experience in a similar role within a fiduciary, legal, or financial services environment.
• Federal Diplomas (or equivalent), STEP Certificates (a plus).
• Strong knowledge of company administration and regulatory compliance (Swiss jurisdiction preferred).
• Excellent written and verbal communication skills in French and English (additional languages are a plus).
• High attention to detail and ability to manage multiple priorities effectively.
• Positive attitude, team spirit, and a strong sense of accountability.
• Experience using Wineur software is an asset.
• Interest in financial services and a desire to grow professionally through both formal training and on-the-job learning.

Why Join Us?

At Lenhill Partners Ltd, you ll be part of a collaborative and growing team where your contribution truly matters. We value initiative, continuous learning, and a forward-thinking mindset. This is a great opportunity for someone who wants to make a meaningful impact in a company that values personal and professional development.

Please send your CV, diplomas and work certificates.

Start date : to be agreed.

jide0eccdca jit0939a jiy25a