Newsletter:

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