Job offer
Private Banking Assistant (HNWI)
Zürcher Kantonalbank is looking for an Assistant in Private Banking for High Net Worth Individuals (HNWI) to support Relationship Managers in client service and acquisition. The position includes client contact, administrative tasks and the creation of financial concepts.
Job description
Private Banking Assistant (HNWI) 80% -100% | Sales and Client Advisory | Zurich | Experienced ProfessionalYour tasks
- Comprehensive support for our relationship managers in acquisition, individual support and day-to-day business
- Participation in customer appointments including preparation and follow-up as well as onboarding of customer relationships
- Management of telephone customer contact in advising on banking services and handling various administrative tasks
- Preparation and coordination of financing requests
- Preparation of presentations, offers and asset concepts
Your profile
- Completed commercial banking apprenticeship or equivalent training/further education
- Experience (at least 3 years) as an assistant in the HNWI environment is an advantage
- Good financing and/or investment knowledge
- Enjoy customer contact and be prepared to go the extra mile
- The working method is reliable, precise and proactive
- You score points with your communicative, solution-oriented and proactive nature
Our offer
- Communication at eye level and superiors who will develop you!
- An appreciative, dynamic and performance-oriented culture with committed and highly motivated team colleagues who look forward to meeting you and supporting you!
- An exciting and varied range of tasks with many networking opportunities within ZKB ensures that you learn something new every day!
- Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
Job details
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