Job offer
Assistant: Private Banking (Key Clients)
As a Private Banking Assistant (Key Clients), you will support relationship managers in customer care, acquisition, and day-to-day business, and take responsibility for customer contact by telephone. The position offers a dynamic and performance-oriented culture with many opportunities for development and learning.
Job description
Assistant: Private Banking (Key Clients)80% - 100% | Sales and customer service | Zurich | Experienced professional
Your 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
- Responsibility for telephone customer contact in advising on banking services and performing 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 2 years) as an assistant in the private banking sector
- Good financing and/or investment knowledge
- Enjoy customer contact and willingness to go the extra mile
- Your approach to work is reliable, precise, and proactive.
- You score points with your communicative, solution-oriented and proactive nature
Our offer
- Communication on equal terms and supervisors who help you develop further
- An appreciative, dynamic, and performance-oriented culture with dedicated and highly motivated teammates who look forward to working with 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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