Assistant Client Advisor 80-100%

Assistant Client Advisor 80-100% Passion, excellence, responsibility and down-to-earthness. These values are at the center of Zugerberg Finanz. We are an owner-managed company with an excellent reputation and domicile in Zug. Our core competence is active, independent asset management adapted to the market situation. For our growing company, we are looking for an engaged, resilient and proactive personality as Assistant Client Advisor 80-100% per immediately or by arrangement Your area of responsibility: Support of the Relationship Managers in daily acquisition, advisory and service activities (administration, preparing presentations, reportings etc.) in all segments Co-management of clients and sales partners for inquiries via telephone and e-mail Coordination with internal interfaces (back office and compliance) Collaboration on projects for Relationship Management and the management board Support in the implementation of events as well as other sales activities Processing of complaint and liquidation management Ensuring data quality in customer data management Independent correspondence handling Participation in various events of Zugerberg Finanz AG including support for clients and business partners as well as support in the follow-up Creation of simple analyses Implementation of ad hoc orders and inquiries You bring: Commercial basic training (EFZ) and/or Business Administration HF Further training in finance is an advantage Sound practical experience in the finance or capital market environment Proficient German skills in speaking and writing as well as very good English skills; other languages are an advantage Proficient use of common MS-365 applications (Excel, Word, PowerPoint) We offer: A varied activity in a motivated team Good social benefits and interesting fringe benefits Cross-departmental cooperation with other departments A unique, modern workplace in Lüssihof in Zug Structured, individual induction program for a successful start Curious? Us too! And we look forward to receiving your complete application dossier. Only direct applications will be considered. jpid5e9fde1jm jit0729jm jiy26jm