Junior Relationship Manager

Tätigkeiten :

  • Actively handle investment Advisory within the group and present proposals to clients
  • Produce Marketing pitches in Power Point
  • Monitor Net New Money flows and prepare presentations for Senior Management in that respect
  • Produce tailor-made monthly reports for important family clients with all necessary follow ups
  • Have the ability to check performances, establish consolidations and see when figures seem to be wrong
  • Gain knowledge of investment offering (Investment Department, Private Equity and others) and organize database of investment products
  • Follow-up of the reports for the investments done and establish an easy-to-use guide / directory thereof
  • Preparation of reports and client visits, follow-up of special report for Family clients to be done on time and execute timeley delivery
  • Participate in client meetings to together with his superior
  • Support his superior in managing client legal entities' administrative matters by liasing with corporate directors / trust officers
  • Follow-up client administrative matters (Mifid II, CRS, FATCA, Qulified Investors Status, Suitability & Appropriateness Questionnaires / Client Classification, legal power of attorneys to act on the accounts for all contact persons)
  • Execute client orders (payments, trades, forex)
  • Handling Investment orders in illiquid securities (private equity fund deals)
  • Up-date electronic client data (i.e. Client Relationship Manager system, qCRM, inputs, addresses, phones, Limited and General Power of Attorneys and other) with CAD
  • Anforderungen :

  • Extensive experience in assistant and operational task
  • Very good organizational skills
  • Knowledge about banking
  • Careful way of working
  • Good communication skills
  • Ability to work and integrate into a team
  • Resilient and pro-active character and personality
  • Inter-connected mind-set
  • Diligence and reliability
  • Interested? We look forward to receiving your complete applicationdocuments. We are happy to check them and get back to you.

    Absolute discretionis a matter of course for us.

    Kind regards

    Your teamkessler.vogler

    Schifflände22 8001 Zurich

    Tel. +4143 305 00 30

    Schon seit 02.06.2021

    Geschlossen 10.09.2021

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