Kundenberater Finance/private Equity

vor 1 Tag


Zurich, Schweiz Nordstein AG Vollzeit

Als professioneller Vermittler von Private Equity Beteiligungen & Berater in Corporate Finance Angelegenheiten setzen wir uns dafür ein, eine optimale Wertschöpfung für Investoren sowie für Unternehmen mit Kapitalbedarf zu erreichen. Zur Unterstützung in unserem Headquarter in Zürich City suchen wir per sofort oder nach Vereinbarung eine engagierte und überzeugende Persönlichkeit als Kundenberater Finance/Private Equity.

Aufgaben
- Akquisition von qualifizierten Privatinvestoren sowie institutionellen Investoren für Private Equity Beteiligungen
- Durchführung von Kundenberatungen und Projektvorstellungen im persönlichen Gespräch und via Telefon oder Videocall
- Zustellung projektbezogener Dossiers an potenzielle Kunden
- Kundenbetreuung im Rahmen unseres After-Sales-Programmes sowie an den regelmässig stattfindenden Kundenevents
- Enge Zusammenarbeit mit dem Back-Office und dem Compliance
- sowie Risk-Management

Qualifikation
- Eine Ausbildung im Bank-/Versicherungs-/Finanzwesen, dipl. Finanzplaner/-berater oder zert. Vorsorge-/Vermögensberater ist zwingend erforderlich. Falls Sie über eine sonstige kaufmännische Ausbildung verfügen, können wir Sie dabei unterstützen die erforderliche Qualifikation über den dritten Bildungsweg zu erlangen
- Nachweisliche Berufserfahrung im Finanzwesen von grossem Vorteil
- Angenehmes, professionelles sowie selbstbewusstes Auftreten
- Konzentrierte, disziplinierte und konsequente Arbeitsweise
- Fliessendes Schweizer
- sowie Hochdeutsch
- Ein Höchstmass an Willensstärke, Lern
- und Einsatzbereitschaft

**Benefits**:

- Überdurchschnittliches Salär (Fixlohn zzgl. Provisionen)
- Intensive Einarbeitungsphase auch für Quereinsteiger
- Regelmässig interne Weiterbildungen sowie umfassende Unterstützung in puncto Weiterbildungen über den dritten Bildungsweg
- Junges, dynamisches und leistungswilliges Arbeitsumfeld
- Modernes, optimal ausgestattetes Office in Zürich-City

Es erwartet Sie eine herausfordernde Stelle in einer modernen, zentral gelegenen Investment-Boutique mit einem stets motivierten und hilfsbereiten Team.

Wenn wir Ihr Interesse geweckt haben, senden Sie uns Ihre vollständigen Bewerbungsunterlagen (inkl. Lebenslauf mit Foto und kurzem Motivationsschrieben) über diese Plattform.



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