Junior Investment Consultant UHNWI; f​/m​/d

Job Description

• Act as the main point of contact for inquiries in the UHNWI segment and support the Investment Consulting UHNWI Switzerland team with administrative and organisational matters.
• Carry out research and analytical tasks to support high‑quality client service.
• Prepare bespoke investment proposals, concepts, and presentations for UHNWI clients.
• Coordinate and deliver complex Requests for Proposals (RfPs) for sophisticated UHNWI prospects.
• Ensure the efficient operational handling and quality assurance of consolidated reporting across multiple banking relationships.

• A recently completed Master’s degree, ideally in Banking & Finance, combined with 1–2 years of experience in the financial sector.
• Strong German and English language skills, both verbal and written; additional languages are considered an asset.
• Advanced MS Office capabilities, particularly in Excel and PowerPoint, and a strong affinity for new technologies.
• A highly accurate, independent, and organised working style.
• The ability to work well under pressure and grasp new concepts quickly.
• Excellent analytical and communication skills with a strong team‑player attitude.