Assistent:in Private Banking (Key Clients)

Description du poste

This job ad was AI-translated from German. See original Job summary Show Join our Private Banking Key Clients team in Zurich, helping affluent clients. Enjoy a supportive work environment with development opportunities. Tasks Support Relationship Managers in client acquisition and care. Participate in client meetings and onboarding processes. Handle phone consultations and administrative tasks. Skills Completed commercial banking training or equivalent experience. Minimum 2 years in a Private Banking assistant role. Strong communication and proactive problem-solving skills. About the job 80% - 100% | Sales and Client Advisory | Zurich | Experienced Professionals In the Private Banking Key Clients unit, we look after and accompany our wealthiest clients with assets from CHF 5 million. We advise them strategically and holistically, taking into account their exciting and individual needs. Our assistant teams make a significant contribution to increasing client loyalty and satisfaction through their commitment to fulfilling all client needs. If client contact is your passion, we look forward to receiving your application. Your Tasks Comprehensive support of our Relationship Managers in acquisition, individual client care, and daily business Participation in client meetings including preparation and follow-up as well as onboarding of client relationships Responsibility for telephone client contact in advising on banking services and handling various administrative tasks Preparation and coordination of financing requests Creation of presentations, offers, and asset concepts Your Profile Completed commercial banking apprenticeship or equivalent education/training Experience (at least 2 years) as an assistant in the private banking environment Good knowledge of financing and/or investments Enjoyment of client contact and willingness to go the extra mile Your working style is reliable, precise, and proactive. You score with your communicative, solution-oriented, and thoughtful manner. Our Offer Communication on equal terms and supervisors who support your development. A appreciative, dynamic, and performance-oriented culture with committed and highly motivated team colleagues who look forward to supporting you. An exciting and varied range of tasks with many networking opportunities within ZKB ensures you learn something new every day. Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world. Lucie Kulhanek is happy to assist you. Phone: 044 292 27 62