Holistic Advice Analyst (m/f)

REFERENZNUMMER:

359797/4

IHRE AUFGABEN:

-Support adoption of Your Wealth Holistic Advice among Risk Managers
-Develop Wealth Overviews using the Wealth Overview Tool
-Develop client proposals following guidance of Risk Managers
-Liaise with solution experts throughout the bank
-Use of custom-developed tool to produce holistic wealth overview for high net worth clients
-Preparation of highly professional client pitch presentations bringing content from different specialists together
-Meetings/calls with Risk Managers to receive feedback on Wealth overviews and proposals presented to clients and prospects
-Liaise with product specialists to collect client relevant product and services information

IHRE QUALIFIKATIONEN:

-Experience in the Wealth Management industry
-High attention to detail and output quality and trustworthy for handling sensitive data
-Service excellence mindset
-High level of MS PowerPoint and Excel knowledge
-Ability to report and deliver to different stakeholders
-German on a native speaker level
-Business fluency in English, excellent written command
-French, Italian and Spanish skills are optionally desirable

WEITERE QUALIFIKATIONEN:

Business analyst