For our client, a well-established Swiss Private Bank in Zurich, we are currently seeking an experienced professional to support the Advisory team, with an immediate start on a 12-month contract. The desk delivers tailored investment solutions to Private Banking clients and their advisors across multiple channels. The Advisory Support team ensures that CIO-generated investment ideas reach the right audience, maintaining the highest standards of content and presentation.
Job Profile- Maintenance, management, and further development of databases, tools, and systems used to provide investment information
- Ensuring the timely and high-quality delivery of investment ideas to client advisors and clients
- Close collaboration with the CIO team and other specialist departments
- Supporting the creation and preparation of presentations, reports, and communication materials
- Reviewing and optimizing existing processes, with a focus on efficiency, quality, and automation
- Participation in additional project-specific tasks within the Advisory area
- Commercial Banking apprenticeship or equivalent, with 3-5 years of relevant professional experience
- Strong numerical affinity and enjoyment of working with databases and systems
- Highly precise, structured, and responsible working style
- Confident use of Microsoft Office, especially Excel, PowerPoint, and Word
- Advantageous: experience with various securities (equities, bonds, funds)
- Interest in proactively analyzing and improving processes
- Strong communication skills, team spirit, and a proactive working approach
- Varied tasks in a dynamic, supportive team
- Opportunities for professional and personal development
- Attractive employment conditions, including flexible working hours, 6 weeks of vacation p.a., and additional social benefits
- Prime location in the heart of Zurich
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