Assistant Wealth Management

Détail de l'annonce

As Assistant Wealth Management, you will work closely with our client’s CIO, supporting client relationships and ensuring smooth execution of daily banking and investment activities. In this dynamic role, you will take on a variety of responsibilities ranging from client service to portfolio support and operational tasks.

Your Responsibilities

Provide comprehensive support to the CIO in all client-related matters

Monitor and implement model portfolios

Independently process and execute stock exchange and payment orders

Prepare payments and monitor incoming funds

Handle client instructions including securities and FX transactions, account/deposit openings, closures, and updates

Maintain direct client contact (phone, email, in person) and act as first point of contact, including reception and hosting

Prepare and follow up on client meetings and organize business trips

Create presentations and reporting materials

Occasionally support with switchboard and general office duties

Your Profile

Several years of relevant professional experience within Wealth Management in Switzerland

IT affinity and proficiency with MS Office (Finnova knowledge is an advantage)

Fast learner with strong analytical skills and proactive mindset

Independent, reliable, and solution-oriented with an “allrounder” mentality

Able to stay calm and effective in a fast-paced environment

Professional and confident appearance, businesslike yet approachable

Friendly, positive, and service-oriented personality with strong team spirit

Fluent in German and English; French or other languages are a plus

Ideal age: 40+

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