Junior Client Advisor Banking for Professionals (EAM & Fonds)

At Kaiser Partner, we encourage new thinking so that wealth can navigate successfully on the right side of global change. It is important to us that you share your knowledge, experience and talents in order to provide our clients with comprehensive advice, thus preserving their assets for the long term and creating new ones.

Do you want to set new standards in the financial industry together with us and actively help shape their future? We look forward to receiving your application.

Description

  • Advising existing external asset managers and screening of potential external asset managers in collaboration with the line manager
  • Advising existing clients in the area of external asset managers / family offices / funds
  • Preparation and follow-up of client meetings
  • Preparation of presentations and individual client documents
  • Support in administrative matters and collaboration in projects

Requirements

  • Completed banking apprenticeship or degree, ideally with initial professional experience
  • Very good knowledge of the English language
  • Interest in the financial markets and knowledge of Avaloq an advantage
  • Communication skills, ability to work in a team, commitment, willingness to learn and reliability
  • Holistic thinking and acting, focussing on the needs of the client

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