Job offer
Client Advisor External Asset Management Switzerland (m/f/d)
The position of Client Advisor External Asset Management Switzerland (m/f/d) at VP Bank Ltd involves providing comprehensive support and advice to institutional clients in the Ticino region and the Zurich area. The ideal candidate will have completed banking training, have very good language skills and be highly client-oriented.
Job description: Client Advisor External Asset Management Switzerland (m/f/d)
Your challenge
- Comprehensive support and advice for existing institutional clients (mainly external asset managers) in the Ticino region and the Zurich area and their international environment
- Professional, successful expansion of the EAM customer base in the Ticino region and the Zurich area
- Careful acquisition and compliance processes
- Participation in customer events and external specialist events
- Independent preparation and follow-up of customer concerns
- Receipt and recording of stock exchange, foreign exchange and money market orders
- Participation in and/or management of cross-divisional specialist projects
Your profile
- Completed banking training
- Good expertise in corporate law
- Very good user knowledge in MS-Office, user experience in SQL and SAP is an advantage
- Very good knowledge of written and spoken Italian and English, knowledge of French is an advantage
- Motivated, reliable and team-oriented personality with a high level of initiative and independence
- High customer orientation and service orientation
- Well-groomed manners, confident demeanor and very good communication skills
The application process
- Step 1: Screening
- Step 2.1: Round 1 (P&GC Line)
- Step 2.2: Round 2 (P&GC Line)
- Step 4: The diligence and verbal offer
Job details
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