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Assistant Private Banking (Key Clients)

Zürcher Kantonalbank

Employment type
Full-time
Location
Zürich
First posted
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80% - 100% | Sales and Customer Advisory | Zürich | Experienced Professionals In the Private Banking Key Clients unit, we support and accompany our wealthiest clients with assets from CHF 5 Mio. 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 through their commitment to fulfilling all customer needs. If customer contact is your passion, then we look forward to receiving your application. Your Tasks • Full support for our Relationship Managers in acquisition, individual support, and day-to-day business • Participation in customer meetings, including preparation and follow-up, as well as onboarding of customer relationships • Responsibility for telephone customer contact in the advisory of banking services as well as completion of various administrative tasks • Preparation and coordination of financing requests • Creation of presentations, offers, and wealth concepts Your Profile • Completed commercial banking apprenticeship or equivalent training/further education • Experience (min. 2 years) as an assistant in the Private Banking environment • Good financing and/or investment knowledge • Enjoyment of customer contact and willingness to go the extra mile for it • Your way of working is reliable, precise, and proactive • You score with your communicative, solution-oriented, and proactive manner Our Offer • Communication at eye level and supervisors who develop you further. • An appreciative, dynamic, and performance-oriented culture with committed and highly motivated team colleagues who are looking forward to meeting you and will support you. • An exciting and diverse range of tasks with many networking opportunities within ZKB ensures that you learn something new every day. • Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world. Your Contact Patrik Weymann looks forward to helping you. Telephone: 044 292 27 65

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