Client Advisor 100%

About Lenhill Partners Ltd

Lenhill Partners Ltd is an independent, owner-managed fiduciary firm providing tailor-made, relationship-driven solutions to international private clients. We work closely with high-net-worth individuals and family offices, offering a bespoke service aligned with their long-term goals and aspirations.

We are proud to uphold a business philosophy that places client needs first. Our director-led approach ensures hands-on experience, dedication, and attention to detail, all of which are key to delivering exceptional client service.

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.