Assistent:in Private Banking (Key Clients) — Zürcher Kantonalbank
NewCHF 79'000 - 134'500
Zürcher Kantonalbank · Zürich (ZH)
- Location
- Zürich
- Contract
- part-time
- Posted
- 5 days ago
SalaryCHF 79'000 - 134'500
Role overview
Assistant: in Private Banking (Key Clients) 80%
We advise them strategically and holistically, taking into account their exciting and individual needs.
Our assistant teams, with their commitment to meeting all customer needs, make a significant contribution to increasing customer loyalty and satisfaction.
- Assistant: in Private Banking (Key Clients) 80%
- We advise them strategically and holistically, taking into account their exciting and individual needs.
Application process
- 100% | Sales and customer service | Zurich | Experienced professionals Apply online now In the Private Banking Key Clients unit, we look after and support our most wealthy customers with assets of CHF 5 million or more.
- If the customer contact is your passion, then we look forward to your application. Your tasks
- Fully support our relationship managers in the acquisition, individual support and day-to-day business
- Participation in customer appointments including preparation and follow-up as well as onboarding of customer relationships
- Responsibility of telephone customer contact in advising on banking services and performing various administrative tasks
- Preparation and coordination of funding requests
- Creation of presentations, offers and asset concepts Commercial banking or equivalent training
- Experience (at least 2 years) as an assistant or assistant in the private banking environment Good financing and/or investment knowledge
Additional details
- If the customer contact is your passion, then we look forward to your application.
- Creation of presentations, offers and asset concepts Commercial banking or equivalent training
- Experience (at least 2 years) as an assistant or assistant in the private banking environment Good financing and/or investment knowledge
- You score with your communicative, solution-oriented and thinking nature. A communication at eye level and superiors who develop you further.
Notes and original content
- Your tasks
- Creation of presentations, offers and asset concepts
- Commercial banking or equivalent training
- Experience (at least 2 years) as an assistant or assistant in the private banking environment
- Good financing and/or investment knowledge
- You score with your communicative, solution-oriented and thinking nature.
- A communication at eye level and superiors who develop you further.
