Key Account Specialist

Vor 5 Tagen

Zürich, Schweiz Schroders Recruitment Vollzeit

Schroders, with headquarters in London, employs over 6,000 talented people worldwide, operating in 38 different countries across Europe, the Americas, Asia, the Middle East, and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years, and long-term thinking governs our approach to investing, building client relationships, and growing our business.

Schroders in Switzerland is a renowned Financial Institution with around 350 employees located in Zurich and Geneva. For our private clients, we provide tailor-made investment solutions and complementary financial services. On behalf of institutional and retail investors, financial institutions, and high-net-worth clients from around the world, we invest in a broad range of asset classes across equities, fixed income, multi-asset, and alternatives. We also specialize in providing high-quality private equity solutions to our clients.

For our Key Account Desk within Wealth Management at Schroder & Co Bank AG in Zurich, we are looking for a new team member as

Family Office Support with Database and VBA skills

The Key Account Desk, a small, highly qualified team responsible for servicing a large client mandate consisting of trusts and companies, is looking for a Client Support Specialist who will support the team with extensive Microsoft Access / SQL Server knowledge and a general IT affinity.

Job Specification

  • Execution of clients’ orders, payments, and trades ensuring complete adherence to client specifications, compliance, internal rules, and all relevant regulations
  • Prepare and execute investments into private equity
  • Maintenance and usage of VBA-run Access databases to support the reporting to the clients
  • Overseeing projects to modernize our reporting infrastructure for compatibility with Temenos T24, collaborating closely with teams on redesigns, support, and testing
  • Preparation of bespoke reporting and handling of information requests by the client
  • Supporting and executing daily client cash management tasks
  • Confirmation of order execution and handling of the document management/electronic archiving
  • Daily administrative tasks of the desk

Required profile

  • Banking apprenticeship or degree in finance/economics and ideally at least 3 years of work experience in a similar role
  • Experience in taking care of UHNWI clientele and committed to applying a high client- and service-orientation towards the client lifecycle
    • Advanced MS Excel skills
    • Extensive Microsoft Access / SQL Server knowledge and a general IT affinity
    • VBA programming skills is a key requirement for this role
    • Fluency in English, German knowledge highly desirable
    • Team player, supportive, with the ability to deal in a transparent and collegiate manner
  • Positive, empathetic personality and a flexible can-do attitude. Able to handle multiple assignments at the same time and work accurately under time pressure.

What we offer

We offer an appealing job, a diverse and supportive working environment as well as modern employment conditions in an international, dynamic, and entrepreneurial business. The office is located only 10 minutes from Zurich main station (HB) at Talstrasse 11 in Zurich. If you like making an impact within a highly motivated team as well as flexibly working from home, then apply online with your complete application.

People & Culture / Talent Acquisition

We recognise potential, whoever you are.

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.

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