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Senior Consultant or Mandate Head – IWS​/Private Clients; m​/f​/d

Job in Zürich, 8081, Zurich, Kanton Zürich, Switzerland
Listing for: Kendris-Ag
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
    Financial Compliance, Banking & Finance
  • Business
    Financial Compliance, Banking & Finance
Salary/Wage Range or Industry Benchmark: 150000 - 210000 CHF Yearly CHF 150000.00 210000.00 YEAR
Job Description & How to Apply Below
Position: Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d)
Location: Zürich

KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities.

Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d)

We are looking for a highly skilled, experienced and client-focused senior consultant or manager to coordinate and administer demanding client mandates within our International Wealth Solution / Private Clients business area. You will bring an in-depth understanding of complex trust structures and excellent organisational skills. In this role, you will ensure efficient, structured and high-quality service delivery, coordinate internal and external stakeholders, and oversee the timely completion of assigned tasks, drawing on specialist expertise where required.

You will also support Senior Managers, Directors and Partners in client relationship management and business development.

Your tasks
  • Independently manage and coordinate assigned client mandates in line with their complexity and your level of experience, including complex trust and corporate structures, taking ownership of administrative tasks.
  • Plan and allocate tasks and responsibilities across entities and jurisdictions; and proactively balancing different expectations and priorities
  • Monitor deadlines and workflows to ensure efficient, high-quality and client-focused service delivery
  • Coordinate the administration of companies, trusts and foundations, including contracts, documentation, compliance, payments, filing, and the maintenance of client and structure data
  • Coordinate the establishment and liquidation of companies, trusts and foundations
  • Liaise with the responsible accounting specialists on the preparation of quarterly, semi-annual and annual financial statements, including notes where applicable
  • Support Senior Managers, Directors and Partners in client relationship management and client acquisition, and the preparation for and participation in client meetings
  • Provide professional guidance to team members, promote knowledge sharing, and contribute to the continuous improvement of internal workflows and processes
Your profile
  • Relevant professional or higher education, such as a Bachelor’s degree in business administration, a law degree, a Diploma in International Trust Management (ITM), TEP, or an equivalent qualification
  • Alternatively, a commercial education combined with relevant professional experience
  • Several years of relevant professional experience in trust and corporate administration, fiduciary services, banking or a related field
  • Extensive hands‑on experience in the administration of companies, trusts and foundations, particularly in compliance, payments, documentation, client and structure data, and financial reporting
  • Excellent organisational and planning skills, with a demonstrated ability to manage competing deadlines and priorities across multiple client mandates and to coordinate internal and external specialists to ensure timely completion and follow-through
  • An in-depth understanding of complex trust and corporate structures across jurisdictions, including the roles and responsibilities of the parties involved.
  • Strong analytical skills, with the ability to handle day‑to‑day business matters, recognise risks and coordinate appropriate input from legal, tax and compliance specialists
  • A high level of personal responsibility, and resilience supported by a structured, meticulous approach and strong attention to detail
  • A strong client-service mindset and a commitment to delivering high-quality work
  • A professional demeanour, clear communication skills and the ability to adapt to different client situations and needs
  • A…
Position Requirements
10+ Years work experience
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