Junior CRM Assistant

Vor 7 Tagen

Zürich, Schweiz Stonehage Fleming SA Vollzeit

Stonehage Fleming is looking for a for a dynamic self-starter to join their Investment Management team based in Zurich. This person should be an energetic and enthusiast team player and should be able to handle multiple tasks concurrently in a calm and professional manner. If you are committed to becoming the best you can be this is a great opportunity to build your career with a company where ethics and values are as important as skills and experience. At Stonehage Fleming you will be part of a collaborative, supportive team working across borders. ABOUT INVESTMENT MANAGEMENT SWITZERLAND: The Swiss Investment Management Team is a part of the global Stonehage Fleming Group investment offering, providing discretionary and advisory investment management services to a wider variety of HNW and UHNW clients and families, either personally, or within fiduciary structures. The group’s multi-asset expertise enables the implementation of suitable investment strategies across the spectrum of risk profiles. The role will report to the Head of Client Management. OVERALL PURPOSE: The position exists to support the client relationship team in the day to day management of all aspects of client relationships. The primary focus of this role is to support the client relationship managers in providing excellent service for Stonehage Fleming clients. The position forms part of the Client Relationship Management Team, however due to the close cooperation with the Investment Management Team this role will serve as a crucial link between these two functions. This provides the individual an opportunity to learn about the many aspects of a Global Multi-Family Office business, and will give the person direct exposure both to clients and specialized investment solutions Junior CRM Assistant - Investment Management PRINCIPAL ELEMENTS & ACCOUNTABILITIES: • Provide administrative support to the Client Relationship Team on allocated clients, including but not limited to the preparation of banking, investment, internal and external reports, trade instruction preparation, cash

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