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TEAM MEMBER INVESTMENT AND CLIENT SERVICES 50-60% (min. 4 days)

bewerten
Bewertung abgegeben
26.03.2024 50% - 60% Festanstellung
Dara Capital AG

Dara Capital is an alternative investment advisory boutique for wealthy individuals and family offices with offices in Zurich and Miami. Our firm is owned and managed by its founding partners and is an asset manager regulated by the Swiss Financial Market Supervisory Authority (FINMA). Our working language is English. For the reinforcement of our team in Zurich, we are looking to fill the following vacancy:

TEAM MEMBER INVESTMENT AND CLIENT SERVICES 50-60% (min. 4 days)

Tasks and responsibilities

  • Monitor client accounts and transactions
  • Prepare periodic investor reporting
  • Maintain and update investor database
  • Assist client services team
  • Handle various administrative tasks
  • Support client-related and internal projects

Qualifications

  • Native or proficient English speaker, German is an added advantage
  • Min. 10 years of experience in the finance sector
  • Flexibility due to fluctuating workload
  • Customer-centric mindset
  • Proactive and well-organized team player
  • Good IT skills (MS office, in particular Excel)
  • Permanent Swiss resident (permit C)
  • Provide holiday cover as required

We offer

  • A dynamic professional environment
  • Motivated small team
  • Offices in the heart of Zurich
  • Excellent working conditions
  • Flexible working hours

Please send a brief motivation letter in English plus CV. Kindly note that only direct applications will be considered, no agencies.

Kontakt

Isabelle Kessler

Isabelle Kessler

HR & Accounting Manager

Write an email


Über die Firma
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