Assistant:in External Asset Management

Job description

Assistant External Asset Management 80% -100% | Sales and Client Advisory | Zurich | Experienced professionals

Your tasks

• Participation in the development of financing solutions and the preparation of comprehensive strategy reports
• Writing customer correspondence, completing administrative tasks and compiling and evaluating statistics
• Assisting with the onboarding of individuals and legal entities, account and securities account openings and balancing, taking on financing tasks including trading limit adjustments and risk monitoring, initiating loads
• Acceptance of stock exchange/Eurex/foreign exchange orders including independent execution

Your profile

• Banking or commercial apprenticeship with relevant banking experience, good investment and financial knowledge/skills
• Several years of experience as an assistant in private banking an advantage or also an opportunity to move from private client support for wealthy private clients to the external asset management segment
• High customer and service orientation paired with a confident, polite and courteous demeanor
• Independent and reliable way of working
• Flexibility and willingness to learn

Our offer

• Opportunity to act as a sparring partner alongside the relationship managers
• Collaboration in exciting customer cases and an extremely broad and varied range of tasks
• Motivated and motivated team where teamwork is the top priority
• An interesting area of responsibility with many contact and networking opportunities both within Zürcher Kantonalbank and externally
• An attractive overall package including interesting fringe benefits and employee discounts (sports, leisure, childcare, health insurance)