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 its 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 our portfolio management team in the heart of the city of Zurich, we are looking for a committed, proactive and experienced personality in the position of
How you will advance yourself and swisspartners
- Supporting the Portfolio Managers in all matters (preparation of the client list, performance checks, security master data, etc.)
- Preparation, implementation and post-processing of stock exchange orders for all traded asset classes and currencies in collaboration with the Portfolio Managers
- Helping to process front-office enquiries from client advisors and assisting them, as well as processing internal administrative enquiries
- Assist in the continuous updating of investment proposals and other client presentations (portfolio update letter, reporting presentation and others)
- Administrative tasks in support of the Investment Committee
- Updating all documents relevant to marketing within Investment Management & Solution
- Collaboration on internal as well as group-wide projects
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 benefits of the occupational pension scheme.
These are your qualifications and strengths
- University or technical college degree in banking | finance or comparable completed further education
- Professional experience in portfolio management or asset management as an assistant
- Well-versed in Bloomberg and MS Office applications as well as flair for creative work
- Very good communicative and customer-oriented appearance
- High degree of reliability and ability to work under pressure
- Organised, team-oriented and motivated personality with a good head for business
- Fluent in written and spoken German and English, any other language would be an advantage
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