Job offer
Customer Advisor, External Asset Management Switzerland (m/f/d)
The position as Client Advisor External Asset Management Switzerland (m/f/d) at VP Bank AG involves providing comprehensive support and advice to key clients and institutional clients in the Zurich area. The successful candidate will independently process client contracts, participate in client seminars, and expand the EAM client base.
Job description
Customer Advisor, External Asset Management Switzerland (m/f/d)Working hours and duration
- 80–100% - Permanent
Your challenge
- Comprehensive support and advice for a key client and existing institutional clients (primarily external asset managers (EAM) in the Zurich area) and their end customers
- Professional, successful expansion of the EAM customer base in the Zurich area
- Due diligence and compliance assessments
- Participation in customer seminars or external specialist events
- Independent preparation and follow-up of customer contracts
- Recording of stock exchange, foreign exchange, and money market transactions
- Collaboration on or management of cross-departmental specialist projects, specialist thesis supervision
Your profile
- Completed banking training
- Good expertise in commercial banking
- Very good user knowledge of MS Office, Avaloq experience, and SAQ certification are advantageous.
- Very good written and spoken German and English; knowledge of French and Italian would be 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
We offer
- Great freedom for our employees
- Attractive, influential, and impactful employer with an open and vibrant culture
- Numerous benefits, such as:
- Family and leisure
- Health promotion
- Further training
- Insurance and pension benefits
- Mobility and workplace
- Financial incentives
Job details
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