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KKKKR

Associate/ AVP Wealth Investor Relations - International Servicing(m/w/x)

Zürich
Full-timeOn-siteExperienced

Managing investor relations for international wealth clients, including onboarding and ad hoc query response. 3+ years financial services experience required. Support for application and interview process.

Requirements

  • 3+ years industry experience
  • Strong relationship development skills (phone, global teams)
  • Relevant financial services/investment management experience
  • Client management/onboarding experience
  • Positive attitude and willingness to help
  • Excellent PowerPoint and Excel skills
  • Very strong attention to detail
  • Team-oriented
  • Quick learner, intellectually curious, self-motivated
  • Manage multiple demands in fast-paced environment
  • Maturity, presence, sound judgment, effective opinion expression
  • Excellent written/verbal English and German communication

Tasks

  • Work closely with Head of International Wealth IR
  • Ensure seamless platform partner and client experience
  • Manage onboarding processes for new clients
  • Respond to ad hoc investor queries
  • Formalize and institutionalize client experience
  • Improve efficiency and information flow
  • Create and improve external client reporting templates
  • Standardize reporting across democratized product suite
  • Ensure consistency across GWS business units
  • Assist in onboarding and maintaining client relationships
  • Implement and refine onboarding procedures
  • Support distribution of K-Series investment strategies
  • Prepare presentations and meetings
  • Provide marketing support
  • Handle platform onboarding
  • Offer end-to-end client servicing
  • Act as gateway for global product teams
  • Interact with multiple stakeholders across KKR

Work Experience

  • 3 years

Education

  • High school diploma

Languages

  • EnglishNative
  • GermanNative
  • ItalianBasic
  • FrenchBasic

Tools & Technologies

  • PowerPoint
  • Excel

Benefits

Other Benefits

  • Reasonable accommodations for application/interview process
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of KKR and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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