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Assistant Private Banking (Key Clients)

Zürcher Kantonalbank

Employment type
Full-time
Location
Zürich
First posted
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80% - 100% | Sales and Client Advisory | Zürich | Experienced Professionals In the Private Banking Key Clients unit, we care for and accompany our wealthiest clients with assets starting from CHF 5 Mio. We advise them strategically and holistically, taking their exciting and individual needs into account. With their commitment to fulfilling all client needs, our assistant teams make a significant contribution to increasing client loyalty and satisfaction. If client contact is your passion, then we look forward to your application. Your Tasks • Comprehensive support for our Relationship Managers in acquisition, individual support, and day-to-day business • Participation in client meetings, including preparation and follow-up, as well as onboarding of client relationships • Responsibility for telephone client contact in advising on banking services, as well as performing various administrative tasks • Preparation and coordination of financing requests • Creation of presentations, offers, and wealth management concepts Your Profile • Completed commercial banking apprenticeship or equivalent training/further education • Experience (min. 2 years) as an assistant in the Private Banking environment • Good financing and/or investment knowledge • Enjoyment of client contact and willingness to go the extra mile for it • Your way of working is reliable, precise, and proactive. • You score with your communicative, solution-oriented, and proactive manner. Our Offer • Communication at eye level and supervisors who develop you further. • An appreciative, dynamic, and performance-oriented culture with committed and highly motivated team colleagues who look forward to meeting you and will support you. • An exciting and diverse range of tasks with many networking opportunities within ZKB ensures that you learn something new every day. • Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world. Your Contact Lucie Kulhanek looks forward to helping you. Telephone: 044 292 27 62

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Posted 6 weeks ago

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