The swisspartners Group is an independent Swiss financial services provider that has been dedicated to the needs of its international private clients for over 30 years. "Assets in trustworthy hands" was already the motto at the time of its foundation. At the locations in Zurich, Vaduz and Rapperswil, a good 100 employees develop and distribute individual and tailor-made solutions in classic asset management and comprehensive asset structuring.
To strengthen and support three client advisors | partners in asset management in the heart of Zurich, we are looking for a committed, proactive and experienced personality in the position of
How to advance yourself and swisspartners
- Administrative and client-related assistance to three client advisors | partners
- Independent handling of client administration in the area of account openings, account transfers and account balancing as well as updating of client data in "PM1
- Execution and monitoring of client orders as well as independent client care in the absence of our client advisors (payment, stock exchange, foreign exchange, trust and fiduciary orders)
- Pre- and post-processing of client visits and business trips
- Handling general correspondence in German und English
- Telephone contact with clients, custodian banks and third parties
What we offer you
The consistent orientation of our daily work towards the well-being of our clients only works with a lot of team spirit, great commitment and appreciation. As a small, globally active company, swisspartners cultivates a family-like corporate culture with a flat hierarchy and a rapid flow of information, supported by team spirit.
swisspartners offers all employees the freedom to contribute and implement their interests and skills. Entrepreneurial thinking, personal development meetings and constant professional development help to achieve further career goals. Working hours and the use of the IT infrastructure can be flexibly used, also with the possibility of a home office.
Work - leisure - balance is a priority at swisspartners and is supported with six weeks' holiday per year. Various measures are offered to promote health awareness as well as extra-mandatory occupational pension benefits.
These are your qualifications and strengths
- Completed commercial training in the finance, banking or insurance industry
- At least 2 years of professional experience in an assistant function in the financial industry
- Good knowledge of MS Office applications and a flair for creative work
- Very good communication skills, customer-oriented behaviour and discreet manners
- High degree of independence and willingness to work hard
- Networked way of thinking and precise way of working
- Organisational talent, doer type and team player
- Fluent in written and spoken German and English
Ready for a new challenge? Ms Vanessa Burkart is looking forward to receiving your application!
For this position, please submit your letter of motivation, your CV and all relevant references online via the applicant button - ideally summarised in one file.
Kontakt
Vanessa Burkart
Head of Human Resources & Marketing | Partner
+41 58 200 06 30 vanessa.burkart@swisspartners.com Applyswisspartners AG
Am Schanzengraben 23
CH-8002 Zurich