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Assistant Private Wealth Management 100% (w/m)

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ODDO BHF (Schweiz) AG

ODDO BHF (Schweiz) AG is part of the independent German-French financial group ODDO BHF, which is one of the leading addresses for international wealth management in German-speaking countries.

To strengthen our organization at the Zurich location, we are looking for an

Assistant Private Wealth Management 100% (w/m)

Your main tasks:

  • Supporting Relationship Managers in organizing and executing the acquisition process as well as in servicing existing customers
  • Preparation and review of account opening documents and internal forms. Coordination with internal departments (Compliance, Account Management Team, Portfolio Management) and Relationship Managers
  • Support in the preparation/follow-up and execution of strategic product and sales promotions
  • Participation in projects to further develop the service offering
  • Receiving and implementing customer orders (foreign exchange and securities transactions, fiduciary investments, payment orders, loan applications, etc.)
  • Processing of correspondence arising
  • Deputy Relationship Manager (wherever possible) for the defined sub-tasks

Your profile:

  • Administrative experience in private wealth management and working with national and international (U)HNWI clients
  • Willingness for personal and professional development
  • Ability to prioritize tasks in a goal-oriented manner
  • High level of commitment and role model function in daily conduct
  • Compliance with regulatory requirements in the performance of the designated functions
  • Collective thinking and ability to work in a team
  • Distinct willingness to serve customers, colleagues and superiors
  • Confident application of common MS Office applications as well as bank-relevant systems
  • Good English and German skills, both written and spoken; additional foreign language skills (Scandinavian and French) if required

Our offer

  • A challenging and diverse job
  • A central work location in the city of Zurich
  • Starting immediately for a period of three months

Are you looking for a perspective with room for creativity in the dynamic environment of a private bank with many years of experience?

Then we look forward to receiving your complete application by e-mail to Click to send email.

Address

ODDO BHF (Schweiz) AG
Frau Mireille Brown
Human Resources
Schulhausstrasse 6
8002 Zürich

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