Business Partner (Assistant) UHNWI, Philanthropy & Foundations

In the area of UHNWI, Philanthropy & Foundations, we acquire, support and advise wealthy and discerning clients with a business volume of over CHF 30 million as well as all foundations. Furthermore, we support the realisation of our clients’ philanthropic goals through the ZKB Philanthropy Foundation.

Our Business Partner teams (assistants) make a significant

contribution to strengthening client loyalty and satisfaction. Are you looking for an exciting and varied role with development opportunities and close client contact? As a Business Partner UHNWI, Philanthropy & Foundations, you ensure exceptional client experiences at the highest level in close collaboration with Relationship Managers and other experts.

• Supporting Relationship Managers in acquiring and individually advising and caring for clients in day-to-day operations
• Participating in client meetings, ensuring preparation and follow-up, and handling all tasks related to onboarding and offboarding complex client relationships
• Managing telephone client contact, independently conducting consultations and completing administrative tasks
• Creating individual and comprehensive presentations, offers and wealth concepts, coordinating content with Relationship Managers and ensuring quality
• Accompanying complex financing requests between Relationship Managers, Middle Office, specialists and processing
• Handling special requests such as fulfilling individual product and service wishes that cannot be covered by the standard offering

• Banking qualification or equivalent education as well as completed or ongoing further education (e.g. Bachelor in Banking & Finance or Business Administration, HF Business Management etc.)
• Several years (at least 4 years) of proven experience as an assistant in Private Banking
• Good knowledge of financing and/or investments and a high capacity for comprehension as well as interconnected thinking
• Extremely high client orientation and willingness to always go the extra mile
• Reliable, independent, proactive and precise working style combined with very high discretion
• You score with your communicative, solution-oriented and proactive approach

• Attractive development opportunities at a top employer who places great value on personal and professional development
• An exciting and varied range of tasks with many networking opportunities ensures you learn something new every day
• A appreciative culture that promotes respect, collaboration and performance – with committed colleagues who support you and look forward to working with you
• An attractive overall package and a modern workplace at our headquarters on Bahnhofstrasse in Zurich