BELVÉDÈRE ASSET MANAGEMENT

Family Office Assistant

"Fascinated by people, enthusiasm for the markets."

Are you looking for a new challenge in a dynamic company with a flat hierarchy and short decision-making processes? Then you’ve come to the right place!

We are a nationally active asset management and multi-family office for Swiss and international clients and are looking for a person of integrity and loyalty for our Zurich office, with immediate effect or by arrangement, as a

Family Office Assistant (80 - 100%)

Your area of responsibility

Supporting the team leader in organizational and administrative matters
Participation in asset management and asset monitoring
Development of customized solutions, consolidations and investment proposals
Preparation of performance analyses, evaluations and specific family office reports
Communication with various interfaces such as customers, banks, consultants and cooperation partners
Independent handling of customer administration
Management and monitoring of our customer dossiers
Responsibility for the entire document management and filing system
Preparation and follow-up of customer visits and business trips
Coordinating appointments for team members and customers

Your profile

Successfully completed banking apprenticeship and ongoing or planned further training (e.g. higher technical college or university degree in economics/finance)
Professional experience in an asset management company or bank, preferably in a comparable position
Interest in and sound understanding of financial markets and instruments
Confident handling of MS-Office (especially Excel), Bloomberg knowledge an advantage
Native German speaker, very good written and spoken English skills
High customer and service orientation paired with a strong interest and pleasure in dealing with people
Independent and structured way of working as well as flexibility to take on ad hoc tasks, also outside your own area of activity
Well-groomed appearance and a friendly and professional demeanor
Discretion and credibility

We offer you an exciting, varied job as well as a responsible and diverse range of tasks. You will have the opportunity to help shape and develop a growing company with a great deal of initiative and commitment.

You can expect a competitive salary and generous pension benefits, attractive working conditions and good development prospects.

Does this appeal to you? Take the first step and contact us. Stephanie Wyler looks forward to receiving your complete application documents including a letter of motivation, CV and references.

Belvédère Asset Management AG
Stephanie Wyler | Head of HR & Training, Zurich

E-mail to: moc.ma-eredevlebobfsctd-5a4b32@gnubreweb

Note for recruiters: Only direct applications will be considered.