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Assistant Relationship Management

vor 1 Monat

Zurich, Schweiz Bank Vontobel Vollzeit

Assistant Relationship Management (80-100%)

Wir bei Vontobel wollen unsere Zukunft aktiv gestalten. Wir schaffen und verfolgen Anlagechancen, die unsere Kunden voranbringen. Als globaler Finanzdienstleister mit Schweizer Wurzeln sind wir auf Vermögensverwaltung, aktives Asset Management und massgeschneiderte Investitionslösungen spezialisiert.

Für unsere Client Unit Wealth Management Markt Deutschland suchen wir ab sofort an unserem Standort in Zürich eine/n Assistent/in Wealth Management.

Was diesen Job so reizvoll macht:

- Administrative und kundenbezogene Unterstützung von mehreren Relationship Managern
- Selbständige Erledigung von Kundenadministration im Bereich Kontoeröffnungen, Kontoüberträgen und Kontosaldierungen
- Ausführung und Überwachung von Kundenaufträgen sowie Unterstützung bei der Betreuung der Kunden in Abwesenheit der Relationship Manager (d.h. Erledigung des Tagesgeschäfts sowie Abwicklung der Börsenaufträge, Festgelder, Produkte, Abklärungen, usw.)
- Vor
- und Nachbearbeitung von Kundenbesuchen und Geschäftsreisen
- Permanente Aufdatierung der Kundendaten im CRM ".relation" und Avaloq
- Erstellung von Verkaufsdokumentationen und Erledigung allgemeiner Korrespondenz in Deutsch und Englisch
- Telefonischer Kontakt zu Kunden und Agenten Mitarbeit bei den administrativen Arbeiten

Wann Sie zu uns passen:

- Abgeschlossene Bankausbildung bei einer renommierten Bank oder ein Universitätsabschluss
- Qualifizierte Erfahrung in der Finanzindustrie wird vorausgesetzt
- Bankerfahrung vor allem im Abwicklungs
- und Prozessbereich
- Sehr gute Deutsch und Englisch Kenntnisse
- Hervorragende PC-Anwenderkenntnisse (MS Office: Word, Power Point und insbesondere Excel), Avaloq-Kenntnisse von Vorteil

Was Sie mitbringen:

- Hohe Kunden
- und Dienstleistungsorientierung
- Zuverlässige, belastbare, teamfähige, flexible, motivierte und loyale Persönlichkeit
- Grosse Lern
- und Einsatzbereitschaft, sehr gute organisatorische Fähigkeiten
- Selbständige, strukturierte und exakte Arbeitsweise, einwandfreie sowie absolut diskrete Umgangsformen

Was Sie von uns erwarten können:

- Ein dynamisches Umfeld, indem du dich beruflich ausleben kannst
- Chance auf interne sowie externe Weiterbildungen
- Ausgezeichnete Sozialleistungen
- Möglichkeit auf zusätzlich zehn Tage unbezahlter Urlaub pro Jahr Kostenlose Mittagsverpflegung im Personalrestaurant

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

Job ID 6511