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Assistant Advisory Desk 100% (temporary)

HELP

kessler.vogler gmbh

Beschreibung: Assistant Advisory Desk 100% (temporary)
Stadt: Zürich, Schweiz
Firma: kessler.vogler gmbh - Firma bewerten
Datum: 2026-03-04
Beschäftigung: bis 100%
Salär: zu verhandeln CHF - 40 Std/Woche
Arbeitsort: Schweiz
BEWERBEN

Tasks: Assistant Advisory Desk 100% (temporary)

For our client, a well-established Swiss Private Bank in Zurich, we are currently seeking an experienced professional to support the Advisory team, with an immediate start on a 12-month contract. The desk delivers tailored investment solutions to Private Banking clients and their advisors across multiple channels. The Advisory Support team ensures that CIO-generated investment ideas reach the right audience, maintaining the highest standards of content and presentation.

Job Profile
  • Maintenance, management, and further development of databases, tools, and systems used to provide investment information
  • Ensuring the timely and high-quality delivery of investment ideas to client advisors and clients
  • Close collaboration with the CIO team and other specialist departments
  • Supporting the creation and preparation of presentations, reports, and communication materials
  • Reviewing and optimizing existing processes, with a focus on efficiency, quality, and automation
  • Participation in additional project-specific tasks within the Advisory area
  • Requirements
  • Commercial Banking apprenticeship or equivalent, with 3-5 years of relevant professional experience
  • Strong numerical affinity and enjoyment of working with databases and systems
  • Highly precise, structured, and responsible working style
  • Confident use of Microsoft Office, especially Excel, PowerPoint, and Word
  • Advantageous: experience with various securities (equities, bonds, funds)
  • Interest in proactively analyzing and improving processes
  • Strong communication skills, team spirit, and a proactive working approach
  • Why Us?
  • Varied tasks in a dynamic, supportive team
  • Opportunities for professional and personal development
  • Attractive employment conditions, including flexible working hours, 6 weeks of vacation p.a., and additional social benefits
  • Prime location in the heart of Zurich
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