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