Assistant Client Relationship Management Private

vor 2 Wochen

Zürich, Zürich, Schweiz Kessler Vogler AG Vollzeit
**Ihre Aufgaben und Verantwortungen**
- Selbständiges Bearbeiten von Anfragen der Kundschaft
- Unterstützung und aktives Mitarbeiten bei der Ausarbeitung von Investmentproposals, Kundenpräsentationen als auch Mailings
- Überwachen, Prüfen und Ausführen von Börsenaufträgen, Zahlungen inkl. Cash-Management der Konti
- Überwachen, Koordination Eröffnungsprozess der Konti für juristische und natürliche Personen
- Mitarbeit bei diversen bankenspezifischen Projekten inkl. Stakeholdermanagement der internen und externen Anspruchsgruppen
- diverse administrative Supportaufgaben für das Client Relationship Management

**Ihr Profil**
- ausgeprägte Serviceorientierung und ein hohes Mass an Qualitätsbewusstsein und Diskretion gegenüber sämtlichen Anspruchsgruppen
- erfolgreiche Berufspraxis in einer ähnlichen Funktion im Private Wealth Management
- speditiv, genau, zuverlässig, selbständig mit gutem Teamgeist
- abgeschlossene kaufmännische Berufsausbildung

**Unser Angebot**
- vielseitige Aufgaben und Verantwortungen, welche sich selbstverständlich laufend weiterentwickeln lassen
- ein kollegiales, aufgestelltes und erfolgreiches Team
- Arbeitsort in der City von Zürich
- flexible Arbeitszeiten inkl. Möglichkeit für HomeOffice, attraktive Weiterbildungskonditionen, 6 Wochen Ferien

kaufmännische Grundausbildung

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