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.

Requirements

• 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 an...