Banking & Finance
Part-time Student / Working Student in Sales Support – Asset Management (60–80%)
Fisch Asset Management
Machine-translated from German ·
Key facts
What you bring
- Master’s student at a Swiss university or university of applied sciences with a focus on business administration, economics, banking and finance
- Participation in the CFA Program, AZEK or CAIA is a plus
- Strong communicator with a passion for direct exchange and proactively reaching out to others
- Strong interest in financial and capital markets
- High motivation to independently familiarize oneself with new topics
- Strong service orientation with high quality standards
Your tasks
- Support for account management and client service
- Preparation, organization and attendance of customer meetings
- Processing and documentation of customer inquiries and meetings in the CRM (Salesforce)
- Maintenance, further development and optimization of Salesforce, including suggestions for efficiency improvements
- Creation and further development of informative customer presentations and sales support materials
- Support in reporting, analyses and decision-making bases for sales
What they offer
- Flexible support within the team at the Zurich location in the Sales Support department within Asset Management
- Structured onboarding and insights into the entire value chain of asset management, including direct customer and partner contact
- Modern office space in Zurich right by the lake (Bahnhof Tiefenbrunnen)
- Entrepreneurial spirit, co-determination and independence as core values of the company culture
- Active promotion of the further development of each individual employee and the unique company culture
About the role
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