Wealth Management Analyst (f/m) Holistic Advice

April 2018

April 2019

CH-Großraum Zürich

nicht angegeben

13.04.2018

4395

Projektbeschreibung
A Swiss private bank is looking for a Holistic Advice Analyst.

Start Date: asap
End Date: April / May 2019
Workplace: Zurich
Workload: 100%
Reference Number: 4395

Tasks:

• Develop Wealth Overviews using the Wealth Overview Tool.
• Use of custom-developed tool to produce holistic wealth overview for high net worth clients.
• Preparation of highly professional client pitch presentations bringing content from different specialists together.
• Develop client proposals following guidance of Relationship Manager.
• Meetings/calls with Relationship Manager to receive feedback on Wealth overviews and proposals presented to clients and prospects.
• Liaise with solution experts and product specialists throughout the bank to collect client relevant product and services information.

Requirements:

• Experience in the wealth management industry.
• High attention to detail and output quality.
• Trustworthy for handling sensitive data.
• Service excellence mindset.
• High level of MS PowerPoint and Excel knowledge.
• Independent worker, able to commit to deadlines.
• Ability to report and deliver to different stakeholders.
• Advanced Excel and PowerPoint skills
• Knowledge of wealth management industry.

Soft Skills:

• Quick learner, good communication skills.
• Ability to network internally and find practical solutions
• German language as native language.
• Business fluency in English, excellent written command.
• French, Italian and Spanish are optionally.
Kontaktdaten

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