Elliott Snowball

Broadgate is partnered with a leading bank in Switzerland looking for an experienced and certified Swiss CPA to join the team as a Client Service Manager in the Accounting Advisory Services sector. Role function will include:Taking on the technical responsibility for advising our customers on the introduction and application of various accounting standards such as IFRS, Swiss GAAP FER, US GAAP or Code of ObligationsResponsibility of large projects, deployment and guidance of your project teamActively support CFOs or Group Accounting Heads in the interpretation on accounting and financial reporting issuesWork on IPO Readiness Assessments and provide M&A supportAssisting with comfort letter projects for capital market transactionsAnalyse complex accounting-related issues, respond to technical inquiries and add value for our customers through your accounting expertiseMaintain existing customer relationships and continuously expand your networkActively support the team in acquiring new customers as well as accounting advisory services engagementsWhat is required:Degree as a certified public accountant or local equivalent is an advantageMany years of practical experience in the BIG4 environment or in Group Accounting / Controlling of an international companySolid knowledge of IFRS and/or Swiss GAAP FER are essentialUS GAAP knowledge is a plusProficient in English and French - German is a plusDedicated and entrepreneurial personality with high customer, deadline and team orientationIf interested please apply with us today!

Broadgate is partnered with a high growth External Asset Manager in Switzerland dedicated to delivering tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and relationship-driven client engagement.Role Overview: We are seeking an experienced and ambitious Relationship Manager to grow and manage a portfolio of clients. In this role, you will be responsible for acquiring new clients, maintaining long-term relationships, and overseeing their investment strategies to deliver a high-quality client service.Key Responsibilities:Client Acquisition: Proactively identify and win Private Wealth clients, expanding the firm's client base through strategic networking and outreach.Relationship Management: Build deep, trusted relationships with private clients, understanding their financial goals and tailoring solutions to their needs.Investment Strategy: Develop and implement investment strategies aligned with client objectives, coordinating with in-house Portfolio ManagerClient Retention: Ensure client satisfaction through regular touchpoints, personalized service, and consistent portfolio reviews.Market Insights: Stay abreast of market trends and regulatory changes, offering informed guidance to clients.Requirements:Experience: Proven track record in relationship management within private banking or external asset management.Client Base: Existing network of HNWIKnowledge: Strong understanding of investment products, financial markets, and wealth management solutions.Languages: Proficiency in English; additional languages such as German, French, or Italian are a plus.Skills: Exceptional interpersonal skills, sales acumen, and the ability to build long-lasting client relationships.Qualifications: Degree in Finance, Business, Economics, or related field; relevant certifications (e.g., CFA) are advantageous.The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Broadgate is partnered with a leading Swiss Financial Services firm, looking to hire an International Relationship Manager for their Private Client Team in Zurich. The role will become a leader in the External Asset Management Division, managing international clients with financial interests in Switzerland.The business has cultivated a strong team culture, promoting synergy to allow all to succeed. New members are encouraged to bring fresh idea and innovative ways of working. Responsibilities: Manage and develop a book of External Asset Managers covering your specialized locationAct as advisor to clients across multiple product and servicesDevelop in depth understanding of clients needs and preferencesManage book of client as a relationship manager, ensuring world class serviceBuild relationship with sales partners for business development opportunitiesLooking for:A minimum of 10 years of experience in financial services covering international EAMDegree in finance or economics fieldClient focused with exceptional interpersonal skillsTrack record of client acquisition or growthIf you fit these requirements and would like to know more, please apply now.

Role Description Broadgate is working with a Swiss-based boutique asset manager with a global reach, leveraging two decades of expertise to offer a comprehensive private market investment journey. This is a full-time on-site role located in Zurich for a Relationship Manager.The Relationship Manager will be responsible for:Developing and maintaining client relationshipsEnsuring client satisfaction, and providing ongoing support and advisory services.Managing client portfolios, conducting regular performance reviews, advising on investment strategies, and addressing client inquiries and concernsThe Relationship Manager will also collaborate with internal teams to enhance service offerings and meet client needs.Qualifications Proven experience in client relationship management and advisory servicesStrong understanding of investment strategies, portfolio management, and financial marketsExcellent communication and interpersonal skillsAbility to work independently and collaboratively with internal teamsProficiency in English; proficiency in additional languages is a plusBachelor's degree in Finance, Economics, Business Administration, or related fieldRelevant certifications such as CFA or equivalent are advantageousExperience in the asset management industry is a plus If you fit these requirements and would like to know more, please apply now.

Senior Trust & Accounting Manager – Führender Finanzdienstleister Möchten Sie den nächsten Karriereschritt in einem dynamischen, zukunftsorientierten Finanzunternehmen machen? Unser Kunde ist ein schnell wachsendes, technologiegetriebenes Unternehmen, das die Finanzbranche neu gestaltet. Mit einer innovativen All-in-One-Lösung kombiniert es erstklassige Finanzberatung mit KI-gestützten Tools, um Unternehmen und Privatkunden optimale Finanzstrategien zu ermöglichen. Die Rolle: Als Senior Trust & Accounting Manager übernehmen Sie eine Schlüsselrolle in der Betreuung von Kunden, der Finanzberichterstattung und der Steuerberatung. Sie verwalten ein vielseitiges Kundenportfolio – von Start-ups bis zu etablierten Unternehmen – und beraten in den Bereichen Steuerplanung, Finanzstrukturierung und regulatorische Compliance. Darüber hinaus haben Sie die Möglichkeit, ein Team zu führen und schrittweise strategische Führungsverantwortung im Unternehmen zu übernehmen. Ihre Aufgaben:Verantwortung für Finanzberichterstattung, Buchhaltung und Steuerberatung für Firmen- und PrivatkundenBeratung zu Finanzstrukturierung, Steuer-Compliance und NachfolgeplanungAnsprechpartner für Behörden, um die Einhaltung lokaler und internationaler Vorschriften sicherzustellenFührung und Entwicklung eines Teams von Finanzexperten, Förderung einer kollaborativen und leistungsstarken ArbeitskulturRepräsentation des Unternehmens in Kundengesprächen, auf Networking-Events und in FachverbändenStrategische Mitgestaltung und Weiterentwicklung der Geschäftsaktivitäten in der SchweizIhr Profil:Mehrjährige Erfahrung im Treuhand-, Finanz- oder SteuerberatungsbereichRelevante Qualifikation (z. B. eidg. Fachausweis Treuhand, Buchhaltung oder Steuerberatung)Fundierte Kenntnisse der Schweizer Steuer-, Finanz- und RegulierungslandschaftStarke Führungskompetenzen und exzellentes KundenmanagementDigitale Affinität und Erfahrung mit Finanzsoftware und ERP-SystemenVerhandlungssichere Deutschkenntnisse, gute Englischkenntnisse von VorteilWarum hier arbeiten?Innovatives, zukunftsorientiertes Arbeitsumfeld mit Fokus auf DigitalisierungFührungsposition mit klaren EntwicklungsperspektivenFlexible Hybrid-Work-Modelle und eine offene UnternehmenskulturZentrale Lage mit modernen Büros und ausgezeichneter Work-Life-BalanceSind Sie bereit, in einem wachsenden Finanzdienstleistungsunternehmen eine zentrale Rolle zu übernehmen? Bewerben Sie sich jetzt!

Senior Relationship Manager – Corporate Banking Are you an experienced Relationship Manager looking for an exciting new opportunity in the Swiss financial sector? Our client, a leading international financial institution, is seeking a Senior Relationship Manager to join their Corporate Coverage team in Zurich. This is an excellent chance to work in a dynamic and innovative environment, supporting a diverse client portfolio that includes multinational corporations and financial institutions. The Role: As a Senior Relationship Manager, you will be responsible for managing and expanding key corporate banking relationships, originating new business opportunities, and delivering tailored financial solutions to a broad client base. You will collaborate with product specialists and international teams to drive strategic growth and ensure high-quality client service. Key Responsibilities:Develop and strengthen relationships with corporate clients, enhancing product and geographical coverageIdentify and originate new business opportunities in line with the bank’s growth strategy and risk appetiteAct as the bank’s primary representative to clients and prospects, presenting financial solutions up to Board levelLead, negotiate, and close new transactions in collaboration with internal stakeholdersEnsure compliance with credit quality, KYC requirements, and other regulatory standardsDevelop strategic client account plans to drive business growth and risk managementFoster a collaborative, client-focused culture within the team, sharing knowledge and best practicesYour Profile:Fluent in German a must, English a positive alsoMaster’s degree in finance, banking, economics, or a related field (CFA or equivalent certification is a plus)5-7+ years of experience in relationship management, corporate banking, or financial servicesStrong commercial drive with a track record of winning new business and closing transactionsExcellent communication, negotiation, and influencing skillsSolid understanding of corporate banking products, including credit risk, treasury services, financial markets, and capital marketsExperience with KYC and regulatory compliance requirementsEligible to work in SwitzerlandWhy Join?Work in a prestigious international banking environment with exposure to a broad client networkBe part of a firm that is a frontrunner in innovation and sustainability, leading initiatives in digital finance and ESG-focused solutionsOpportunity to grow within a dynamic, forward-thinking financial institutionCompetitive salary package and benefitsThis is an outstanding opportunity for an ambitious finance professional to drive meaningful client relationships and play a key role in the growth of corporate banking services in Switzerland. Interested? Apply now and take your career to the next level!

A leading provider of Private Wealth and Fiduciary services is seeking an ambitious Business Development Director to join their growing team in Zurich. This role is ideal for a driven professional who thrives on building client relationships and expanding networks within the private wealth sector.Key Responsibilities:Develop and manage a robust pipeline of potential clients in Europe and Asia, focusing on HNWIs, family offices, and intermediaries.Identify and secure profitable new business opportunities in the private wealth space.Lead the sales process from initiation to negotiation and close, ensuring alignment with company standards.Increase brand awareness through strategic networking and participation in industry events.Strengthen relationships with intermediaries, including law firms, private banks, and other service providers.What We're Looking For:Proven track record in business development and sales.Strong knowledge of private client services and a well-established network of intermediaries.Excellent client relationship management skills.Flexibility to travel internationally to meet clients and expand business opportunities.If you feel you meet these requirements and would like to know more, please apply now.

A leading provider of Private Wealth and Fiduciary services is seeking an ambitious Business Development Director to join their growing team in Zurich. This role is ideal for a driven professional who thrives on building client relationships and expanding networks within the private wealth sector.Key Responsibilities:Develop and manage a robust pipeline of potential clients in Europe and Asia, focusing on HNWIs, family offices, and intermediaries.Identify and secure profitable new business opportunities in the private wealth space.Lead the sales process from initiation to negotiation and close, ensuring alignment with company standards.Increase brand awareness through strategic networking and participation in industry events.Strengthen relationships with intermediaries, including law firms, private banks, and other service providers.What We're Looking For:Proven track record in business development and sales.Strong knowledge of private client services and a well-established network of intermediaries.Excellent client relationship management skills.Flexibility to travel internationally to meet clients and expand business opportunities.If you feel you meet these requirements and would like to know more, please apply now.