Assistant Wealth Management

vor 1 Woche

Zürich, Zürich, Schweiz Hoppler Consulting Vollzeit
Unsere Kundin ist eine etablierte Schweizer Privatbank mit Sitz in Zürich. Als Ergänzung des bestehenden Teams suchen wir auf den nächstmöglichen Termin eine versierte Assistentin/Assistenten Wealth Management.

Aufgaben
- Unterstützung der Relationship Manager in sämtlichen Belangen der Kundenberatung und -Betreuung
- Selbständige Erledigung von Kundenaufträgen wie Börsen
- und Devisengeschäften, Beantworten und/oder Weiterleiten von Kundenanfragen, Verwaltung der Kundendossiers etc.
- Konto-/Depoteröffnungen sowie Saldierungen und Mutationen
- Empfangen von Kunden, Vor
- und Nachbearbeitung der Kundenbesuche
- Mitwirkung / selbständige Vorbereitung von Anlagevorschlägen
- Erstellen von Präsentationen und Reportings
- Erledigung diverser administrativer und organisatorischer Aufgaben
- Verschiedene ad-hoc Aufgaben
- Stellvertretung im Team

Qualifikation
- Kaufmännische (Bank-) Ausbildung, Weiterbildung im Bereich Banking & Finance von Vorteil (Fachhochschule)
- Erfahrung in einer ähnlichen Position im Private Banking
- Erfahrung in Compliance und KYC Themen von Vorteil
- Sehr gute Kenntnisse von Private Banking Bankprodukten und Servicedienstleistungen
- Freude am Kontakt mit Kunden, ausgeprägte Kunden
- und Serviceorientierung
- Verantwortungsvoll, diskret und belastbar
- Tadellose Umgangsformen und Auftreten
- Hoher Grad an Selbständigkeit und Proaktivität
- Gute organisatorische Fähigkeiten, exakte und speditive Arbeitsweise
- Teamplayer
- Idealalter: 25-40 Jahre
- Deutsch und Englisch sehr gute Kenntnisse

Wenn Sie im obigen Aufgabenprofil Ihre weitere berufliche Entwicklung sehen und Sie sich in den genannten Erfahrungen widerspiegeln, dann freuen wir uns auf Ihre Bewerbung inklusive Motivationsschreiben an Cornelia Hoppler, Hoppler Consulting.

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