William Buck SA is seeking a Family Office Associate to support high-quality family office and investment administration services. You will help with portfolio administration, reports, compliance, and client service, coordinating with internal and external stakeholders.
Reporting to Advisors and Partners, you will collate data, assist with reports, support committee activities, and maintain client data in Xplan, while ensuring AML/CTF compliance and cross-selling opportunities within the client
Family Office Associate - Mentorship & Growth employer: William Buck SA
At William Buck, we pride ourselves on being more than just advisors; we are a mid-tier firm that empowers our employees to make a tangible impact in a vibrant workplace culture. With a strong focus on personal growth and collaboration, we offer mentorship opportunities, flexible work arrangements, and a commitment to diversity and inclusion, making it an ideal environment for those looking to advance their careers in the financial services sector.
