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Advisor - Wealth Management
Eingestellt von RM IT Professional Resources AG
Gesuchte Skills: Client, Net, Support
Projektbeschreibung
Advisor - Wealth Management wanted for our Zurich based client in the banking sector.
YOUR EXPERIENCE/SKILLS:
- Background in the wealth management industry
- Proficiency of MS PowerPoint and Excel
- Competent handling of sensitive data along with high attention to detail and output quality
- Qualification to deliver and report to different stakeholders
- Languages: fluent German and English both written and spoken, French, Italian or Spanish are an advantage
YOUR TASKS:
- Delivering holistic wealth overview for high net worth clients with use of custom-developed tool
- Preparing highly professional client pitch presentations with content from different specialists
- Collaborating with Relationship Managers for feedback on wealth overviews and proposals for clients and prospects
- Supporting adoption of your wealth holistic advice among Relationship Managers as well as developing wealth overviews with the wealth overview tool
- Cooperating with solution experts from the bank as well as product specialists for collecting client relevant services and product information
START: 01/2018
DURATION: 6MM+
LOCATION: Zurich, Switzerland
REF.NR.: BH12079
Does this sound like an interesting and challenging opportunity to you? Then take the next step by sending us your CV as a Word document and a contact telephone number.
DUE TO WORK PERMIT RESTRICTIONS WE CAN UNFORTUNATELY ONLY CONSIDER APPLICATIONS FROM EU OR SWISS CITIZENS AS WELL AS CURRENT WORK-PERMIT HOLDERS FOR SWITZERLAND.
GOING THE EXTRA MILE
NEW TO SWITZERLAND?
In case of successful placement, we support you with:
- All administrative questions
- Finding an apartment
- Health - and social insurance
- Work permit and much more
YOUR EXPERIENCE/SKILLS:
- Background in the wealth management industry
- Proficiency of MS PowerPoint and Excel
- Competent handling of sensitive data along with high attention to detail and output quality
- Qualification to deliver and report to different stakeholders
- Languages: fluent German and English both written and spoken, French, Italian or Spanish are an advantage
YOUR TASKS:
- Delivering holistic wealth overview for high net worth clients with use of custom-developed tool
- Preparing highly professional client pitch presentations with content from different specialists
- Collaborating with Relationship Managers for feedback on wealth overviews and proposals for clients and prospects
- Supporting adoption of your wealth holistic advice among Relationship Managers as well as developing wealth overviews with the wealth overview tool
- Cooperating with solution experts from the bank as well as product specialists for collecting client relevant services and product information
START: 01/2018
DURATION: 6MM+
LOCATION: Zurich, Switzerland
REF.NR.: BH12079
Does this sound like an interesting and challenging opportunity to you? Then take the next step by sending us your CV as a Word document and a contact telephone number.
DUE TO WORK PERMIT RESTRICTIONS WE CAN UNFORTUNATELY ONLY CONSIDER APPLICATIONS FROM EU OR SWISS CITIZENS AS WELL AS CURRENT WORK-PERMIT HOLDERS FOR SWITZERLAND.
GOING THE EXTRA MILE
NEW TO SWITZERLAND?
In case of successful placement, we support you with:
- All administrative questions
- Finding an apartment
- Health - and social insurance
- Work permit and much more
Projektdetails
Geforderte Qualifikationen
-
Kategorie:
IT Entwicklung, Sonstiges