Holistic Advice Analyst

  • Negotiable
  • Zurich, Switzerland
  • Contract, Full time
  • Huxley APAC
  • 06 Dec 17 2017-12-06

Holistic Advice Analyst Keywords: wealth management, analysis, support, HNWI, UHNWI, PowerPoint, Excel, data management Our client is currently looking for an individual with developed experience within the wealth management industry to join their team in Zurich as an advice analyst for client advisors and/or relationship managers. Their role will be to collect and present relevant data and information for high net worth clients and pass it onto RMs to present to the client. This is a contract position (6 months).

Holistic Advice Analyst

Keywords: wealth management, analysis, support, HNWI, UHNWI, PowerPoint, Excel, data management

Our client is currently looking for an individual with developed experience within the wealth management industry to join their team in Zurich as an advice analyst for client advisors and/or relationship managers. Their role will be to collect and present relevant data and information for high net worth clients and pass it onto RMs to present to the client. This is a contract position (6 months).

Tasks

  • Use in-house custom-developed tool to produce holistic wealth overviews for high net worth clients
  • Prepare professional presentation for pitches to clients, including content collected from different specialist sources within the company
  • Meeting with RMs to discuss presentations and information presented to the clients for feedback purposes
  • Regular contact with product specialists to collect all relevant information on client products and services information

Requirements

  • Prior experience in the wealth management industry
  • High attention to detail and high caliber output quality
  • Capable and trustworthy with handling sensitive data (from both client and company side)
  • Extremely strong skills in MS Office programs (particularly Excel and PowerPoint)
  • Ability to report and deliver to different stakeholders
  • Fluency in both German and English a must

This is an interesting opportunity for the possibility to work on an ambitious project within the Banking & Financial Services industry.

Location: Zurich

Start date: 15.01.2018

End Date: 13.07.2018

To find out more about Huxley, please visit www.huxley.com