Business Partner (Assistant) UHNWI, Philanthropy & Foundations

80% - 100% | Sales and Client Advisory | Zürich | Experienced Professionals

In the UHNWI, Philanthropy & Foundations area, we acquire, support, and advise wealthy and demanding clients with a business volume of over CHF 30 Mio. as well as all foundations. Furthermore, with the ZKB Philanthropie Stiftung, we support the realization of our clients' philanthropic goals.

Our Business Partner teams (assistants) make a significant contribution to strengthening client loyalty and satisfaction through their work. Are you looking for an exciting and diverse role with development opportunities and close client contact? As a Business Partner UHNWI, Philanthropy & Foundations, you will ensure extraordinary customer experiences at the highest level in close cooperation with Relationship Managers and other experts.

Your tasks

• Supporting Relationship Managers in acquisition as well as in individual advisory and support of clients in daily operational business
• Participating in client meetings, ensuring preparation and follow-up, and undertaking all activities for the on-boarding and off-boarding of complex client relationships
• Responsible for 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, competency holders, and processing
• Processing special requests such as the fulfillment of individual product and service wishes that cannot be covered by the standard offering

Your profile

• Banking vocational training or equivalent training as well as completed or ongoing further education (e.g., Bachelor in Banking & Finance or Business Administration, HF Betriebswirtschaft, etc.)
• Several years (at least 4 years) of proven experience as an assistant in Private Banking
• Good financing and/or investment knowledge and high powers of comprehension as well as networked thinking
• Extremely high client orientation and willingness to go the extra mile at any time
• Reliable, independent, proactive, and exact way of working paired with very high discretion
• You score with your communicative, solution-oriented, and proactive nature

Our offer

• Attractive development opportunities at a top employer that places great value on personal and professional development
• An exciting and diverse range of tasks with many networking opportunities ensures that you learn something new every day
• An appreciative culture that promotes respect, cooperation, 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 Zürich

Your contact

Patrik Weymann
looks forward to helping you.
Telephone: +41 44 292 27 65