Key Account Specialist

vor 1 Woche

Stäfa, Zürich, Schweiz Schroders 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 - Key Account Desk / Private Banking

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 advanced technical skills in Excel and Data Analysis tools.

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
  • Preparation of bespoke and ad-hoc reporting using data analysis tools like Power BI
  • Handling of information and data investigation 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
  • Advanced MS Excel skills
  • Knowledge and experience in usage of Data Analysis Tools and general IT affinity
  • Fluency in English, German knowledge highly desirable
  • Team player, supportive, with the ability to deal in a transparent and collegiate manner
  • Positive, empathetic personality with a flexible can-do attitude
  • Experience performing a variety of administrative tasks efficiently and accurately within a client-focused environment with excellent attention to detail

What we offer

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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