Junior Investment Consultant UHNWI (f/m/d), Zürich (Kreis 11)

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 and PowerPoint, and a strong affinity for new technologies.A highly accurate, independent, and organised working style. The ability to work well under pressure and grasp new concepts quickly. Excellent analytical and communication skills with a strong team‑player attitude.

#J-18808-Ljbffr