Bank Julius Baer & Co. Ltd.
Client Investment Reporting Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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KKKKR
Wealth Investor Relations - International Servicing(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Investor relations for KKR's international wealth management platform. Client onboarding and query management essential. Hybrid work, reasonable accommodations.
Requirements
- 3+ years of industry experience
- Strong relationship development skills
- 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 with intellectual curiosity and self-motivation
- Manage multiple demands in fast-paced environment
- Maturity, sound judgment, and ability to express opinions
- Excellent written/verbal communication in English and German
- Proficiency in Italian and/or French (asset)
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
- Prepare presentations
- Support meeting preparation
- Provide marketing support
- Handle platform onboarding
- Offer end-to-end client servicing
- Act as gateway for global product teams
- Access and share information on European client base
- Interact regularly with multiple KKR stakeholders
Work Experience
- 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
- Italian – Basic
- French – Basic
Tools & Technologies
- PowerPoint
- Excel
Benefits
Other Benefits
- Reasonable accommodations
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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KKKKR
Wealth Investor Relations - International Servicing(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Investor relations for KKR's international wealth management platform. Client onboarding and query management essential. Hybrid work, reasonable accommodations.
Requirements
- 3+ years of industry experience
- Strong relationship development skills
- 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 with intellectual curiosity and self-motivation
- Manage multiple demands in fast-paced environment
- Maturity, sound judgment, and ability to express opinions
- Excellent written/verbal communication in English and German
- Proficiency in Italian and/or French (asset)
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
- Prepare presentations
- Support meeting preparation
- Provide marketing support
- Handle platform onboarding
- Offer end-to-end client servicing
- Act as gateway for global product teams
- Access and share information on European client base
- Interact regularly with multiple KKR stakeholders
Work Experience
- 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
- Italian – Basic
- French – Basic
Tools & Technologies
- PowerPoint
- Excel
Benefits
Other Benefits
- Reasonable accommodations
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.
About the Company
KKR
Industry
FinancialServices
Description
KKR is a leading global investment firm offering alternative asset management, capital markets, and insurance solutions. It aims to generate attractive investment returns through a disciplined approach, skilled people, and support for portfolio companies and communities.
Not a perfect match?
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