Completed training as a fiduciary or equivalent qualification., Fluency in German and English, both written and spoken., Strong analytical skills and attention to detail., Experience in financial reporting and client management..
Key responsibilities:
Manage client portfolios and provide fiduciary services.
Prepare and present financial reports to clients.
Conduct regular meetings with clients to discuss their financial needs.
Ensure compliance with relevant regulations and standards.
Report This Job
Help us maintain the quality of our job listings. If you find any issues with this job post, please let us know.
Select the reason you're reporting this job:
Are you a candidate? Apply for jobs and training courses in Switzerland.Are you a company? Post job ads and training courses and select the best talents with innovative technologies: time-deferred video interviews, video CVs and psychometric tests.JobCourier is developed and managed by Arca24.