CH10 - BJB Bank Julius Baer & Co. Ltd.
University Graduate – Wealth Planning Solutions Analyst(m/w/x)
Full-timeOn-siteJunior
Zürich
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LGLGT Bank (Schweiz) AG
Junior Investment Consultant UHNWI(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Supporting UHNWI clients with bespoke investment proposals and research at a family-owned private banking group. Master's degree and 1-2 years' financial sector experience required. Great Place To Work award, additional languages a plus.
Requirements
- Master’s degree in Banking & Finance
- 1–2 years of experience in financial sector
- Strong German language skills
- Strong English language skills
- Additional languages are an asset
- Advanced MS Office capabilities
- Advanced Excel capabilities
- Advanced PowerPoint capabilities
- Strong affinity for new technologies
- Highly accurate working style
- Independent working style
- Organized working style
- Ability to work under pressure
- Ability to grasp new concepts quickly
- Excellent analytical skills
- Excellent communication skills
- Strong team-player attitude
Tasks
- Respond to UHNWI client inquiries
- Support administrative and organizational tasks
- Conduct research and analysis
- Prepare bespoke investment proposals
- Develop investment concepts
- Create client presentations
- Coordinate complex RfPs
- Deliver RfPs to UHNWI prospects
- Handle consolidated reporting
- Ensure reporting quality
- Manage multiple banking relationships
Work Experience
- 1 - 2 years
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
- PowerPoint
Benefits
Informal Culture
- Great Place To Work award
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) AG 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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LGLGT Bank (Schweiz) AG
Junior Investment Consultant UHNWI(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Supporting UHNWI clients with bespoke investment proposals and research at a family-owned private banking group. Master's degree and 1-2 years' financial sector experience required. Great Place To Work award, additional languages a plus.
Requirements
- Master’s degree in Banking & Finance
- 1–2 years of experience in financial sector
- Strong German language skills
- Strong English language skills
- Additional languages are an asset
- Advanced MS Office capabilities
- Advanced Excel capabilities
- Advanced PowerPoint capabilities
- Strong affinity for new technologies
- Highly accurate working style
- Independent working style
- Organized working style
- Ability to work under pressure
- Ability to grasp new concepts quickly
- Excellent analytical skills
- Excellent communication skills
- Strong team-player attitude
Tasks
- Respond to UHNWI client inquiries
- Support administrative and organizational tasks
- Conduct research and analysis
- Prepare bespoke investment proposals
- Develop investment concepts
- Create client presentations
- Coordinate complex RfPs
- Deliver RfPs to UHNWI prospects
- Handle consolidated reporting
- Ensure reporting quality
- Manage multiple banking relationships
Work Experience
- 1 - 2 years
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
- PowerPoint
Benefits
Informal Culture
- Great Place To Work award
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank (Schweiz) AG 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
LGT Bank (Schweiz) AG
Industry
FinancialServices
Description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group.
Not a perfect match?
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