Sales Assistant

Vor 7 Tagen


Schweiz Kessler Vogler AG Vollzeit

For our client, a global international bank in Zurich, we are currently looking for a highly engaged, proactive and reliable employee to support the Investment Solutions Team (one-year contract).


Key responsibilities

  • Support Sales Mangers in all administrative matters
  • Obtain and distribute adhoc research material upon request
  • Organise travels, including flights, itineraries, hotel bookings, etc.
  • Manage client data, using CRM tool Salesforce
  • Help and advise clients on requests concerning products
  • Set up meetings for clients upon request
  • Liaise with business partners on operational matters (i.e. file updates, share classes changes, amended business agreements, etc.)
  • Maintenance calls to clients to inform them of conference calls, marketing lunches and conferences
  • Liaise with the Marketing Department in the London Office to coordinate PMs visits and itineraries
  • Organise client events, off sites and other activities
  • Projects of different types upon request

Requirements:

  • Bachelor or Master student (Economics, Banking & Finance, or similar)
  • Professional experience in Banking (Asset Management, a plus)
  • Very good IT-Skills
  • Trustworthy and cooperative team player with an openminded personality
  • Ability to multitask and work in a fastpaced environment
  • Accurate and wellstructured way of working
  • Good communication skills and interpersonal competences
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