Advisor - Wealth Management

Zürich  ‐ Vor Ort
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Beschreibung

Advisor - Wealth Management wanted for our Zurich based client in the banking sector.

Your experience/skills:
  • Background in the wealth management industry
  • Proficiency of MS PowerPoint and Excel
  • Competent handling of sensitive data along with high attention to detail and output quality
  • Qualification to deliver and report to different stakeholders
  • Languages: fluent German and English both written and spoken, French, Italian or Spanish are an advantage


Your tasks:
  • Delivering holistic wealth overview for high net worth clients with use of custom-developed tool
  • Preparing highly professional client pitch presentations with content from different specialists
  • Collaborating with Relationship Managers for feedback on wealth overviews and proposals for clients and prospects
  • Supporting adoption of your wealth holistic advice among Relationship Managers as well as developing wealth overviews with the wealth overview tool
  • Cooperating with solution experts from the bank as well as product specialists for collecting client relevant services and product information


Start:
Duration: 6MM+
Location: Zurich, Switzerland
Ref.Nr.: BH12079

Does this sound like an interesting and challenging opportunity to you? Then take the next step by sending us your CV as a Word document and a contact telephone number.

Due to work permit restrictions we can unfortunately only consider applications from EU or Swiss citizens as well as current work-permit holders for Switzerland.

Going the extra mile…

New to Switzerland? In case of successful placement, we support you with:
  • All administrative questions
  • Finding an apartment
  • Health - and social insurance
  • Work permit and much more
Start
01/2018
Dauer
6 M+
(Verlängerung möglich)
Von
RM Group
Eingestellt
14.12.2017
Projekt-ID:
1470215
Vertragsart
Freiberuflich
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