Assistant Private Banking (Key Clients)
- Employment type
- Full-time
- Location
- Zürich
- First posted
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