Beschreibung

In this role, you will support wealth planners by managing complex client cases and preparing tailored meeting materials, ensuring private banking operations run smoothly and effectively.

Anforderungen

• •Degree in Banking, Business, or related
• •2-3 years experience in relevant areas
• •Strong organizational skills and detail orientation
• •Proactive and self-motivated entrepreneurial spirit
• •Strong analytical and conceptual thinking abilities
• •Excellent interpersonal and communication skills
• •Service-oriented mindset and client support dedication
• •Systematic, precise, and resilient working style
• •Proficiency in Excel, PowerPoint, and Office
• •Independent work and cross-functional collaboration
• •Self-starter with solution-oriented mindset
• •Fluency in English, Portuguese, or Spanish
• •Eligibility to work in Switzerland

Aufgaben

• •Act as the primary contact for stakeholders
• •Manage calendars and organize travel arrangements
• •Facilitate meetings and coordinate corporate events
• •Screen phone calls, emails, and postal inquiries
• •Prepare tailored and engaging client meeting decks
• •Research client cases and wealth planning issues
• •Administer complex client profiles and updates
• •Compile data and generate comprehensive reports
• •Support wealth planners during client and prospect meetings
• •Contribute to the overall case management process

Tools & Technologien

Benefits