Assistent:in Private Banking (Key Clients) — Zürcher Kantonalbank

Full description

• Assistant:in private banking (key clients)

80% - 100%, Sales and Customer Service, Zurich, Professionals

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In the Private Banking Key Clients unit, we support and support our most wealthy customers with a net asset of 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 customer loyalty and satisfaction with their commitment to meeting all customer needs. If customer contact is your passion, then we look forward to your application.

Your Tasks

• Full support for our business partners 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 for telephone contact in the consulting of banking services and completion of various administrative tasks
• Preparation and coordination of financing requests
• Creation of presentations, offers and asset concepts
• Completed commercial banking apprenticeship or equivalent training
• Experience (min.

2 years) as an assistant in the private banking environment

• Good financing and/or investment skills
• Pleasure with customer contact and willingness to go an extra mile
• Your working method is reliable, accurate and proactive
• You score points with your communicative, solution-oriented and co-thinking way
• A communication at eye level and superiors who develop you.
• An esteemed, dynamic and performance-oriented culture with committed and highly motivated teammates who look forward to you and support you.
• An exciting and diverse range of tasks with many network opportunities within the ZKB ensures that you learn new things every day.
• Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world.