Business Partner (Assistent:in) UHNWI, Philanthropy & Foundations

Stellenbeschreibung

Join a dynamic team in Zurich, specializing in UHNWI and philanthropy. This role offers great opportunities and a supportive work environment. Tasks Support Relationship Managers in client acquisition and consulting. Coordinate onboarding and offboarding for complex client relationships. Handle client inquiries and administrative tasks independently. Skills Banking qualification with at least 4 years in Private Banking. Strong financial knowledge and proactive communication skills. High customer orientation and attention to detail. This job ad was AI-translated from German. See original About the job 80% - 100% | Sales and Client Advisory | Zurich | Experienced Professionals In the area of UHNWI, Philanthropy & Foundations, we acquire, support and advise wealthy and discerning clients with a business volume of over CHF 30 million as well as all foundations. Furthermore, we support the realisation of our clients’ philanthropic goals through the ZKB Philanthropy Foundation. Our Business Partner teams (assistants) make a significant contribution to strengthening client loyalty and satisfaction. Are you looking for an exciting and varied role with development opportunities and close client contact? As a Business Partner UHNWI, Philanthropy & Foundations, you ensure exceptional client experiences at the highest level in close collaboration with Relationship Managers and other experts. Your Responsibilities Supporting Relationship Managers in acquiring and individually advising and caring for clients in day-to-day operations Participating in client meetings, ensuring preparation and follow-up, and handling all tasks related to onboarding and offboarding complex client relationships Managing telephone client contact, independently conducting consultations and completing administrative tasks Creating individual and comprehensive presentations, offers and wealth concepts, coordinating content with Relationship Managers and ensuring quality Accompanying complex financing requests between Relationship Managers, Middle Office, specialists and processing Handling special requests such as fulfilling individual product and service wishes that cannot be covered by the standard offering Your Profile Banking qualification or equivalent education as well as completed or ongoing further education (e.g. Bachelor in Banking & Finance or Business Administration, HF Business Management etc.) Several years (at least 4 years) of proven experience as an assistant in Private Banking Good knowledge of financing and/or investments and a high capacity for comprehension as well as interconnected thinking Extremely high client orientation and willingness to always go the extra mile Reliable, independent, proactive and precise working style combined with very high discretion You score with your communicative, solution-oriented and proactive approach Our Offer Attractive development opportunities at a top employer who places great value on personal and professional development An exciting and varied range of tasks with many networking opportunities ensures you learn something new every day A appreciative culture that promotes respect, collaboration and performance – with committed colleagues who support you and look forward to working with you An attractive overall package and a modern workplace at our headquarters on Bahnhofstrasse in Zurich Patrik Weymann is happy to assist you. Phone: +41 44 292 27 65