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