Customer service representative: pension funds

Job description

Customer Service Representative: Pension Funds 80% - 100% | Sales and Customer Service | Zurich | Experienced

Your tasks

• Development of customized solutions in collaboration with customers and internal product specialists
• Support for pension fund specialists: in day-to-day business
• Participation in customer events and representation of the bank at relevant occasions

Your profile

• You are dynamic, committed, and have already gained initial experience in institutional investment business.
• Higher education (e.g., bachelor's degree, MAS, FA financial planner/banking, business administration HF/FH or comparable); further training in the field of investments (e.g., AZEK) is an advantage.
• Knowledge of the pension market and, ideally, an existing network in the pension fund industry
• Enjoyment in acquiring new customers and maintaining existing customer relationships
• Confident manner, strong communication skills, and negotiating skills
• Entrepreneurial mindset, initiative, and a structured, goal-oriented approach to work
• Team player mentality and a high sense of responsibility
• Excellent language skills in German and English

Our offer

• An exciting position with opportunities for development in a challenging and forward-looking environment
• A dynamic and supportive team that works together to overcome challenges
• Creative freedom and the opportunity to take on responsibility
• A centrally located, modern workplace in the heart of Zurich with flexible working models
• An attractive compensation package with extensive additional benefits and employee perks