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
• 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