Job Description
Job Description
- Act as the main point of contact for inquiries in the UHNWI segment and support the Investment Consulting UHNWI Switzerland team with administrative and organisational matters.
- Carry out research and analytical tasks to support high‑quality client service.
- Prepare bespoke investment proposals, concepts, and presentations for UHNWI clients.
- Coordinate and deliver complex Requests for Proposals (RfPs) for sophisticated UHNWI prospects.
- Ensure the efficient operational handling and quality assurance of consolidated reporting across multiple banking relationships.
Requirements
- A recently completed Master’s degree, ideally in Banking & Finance, combined with 1–2 years of experience in the financial sector.
- Strong German and English language skills, both verbal and written; additional languages are considered an asset.
- Advanced MS Office capabilities, particularly in Excel an...