Schroders, with headquarters in London, employs over 6’000 talented people worldwide, operating in 38 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Schroders in Switzerland is a renowned Financial Institution with around 350 employees located in Zurich and Geneva. For our private clients we provide tailor made investment solutions and complementary financial services. On behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, we invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.
For our Key Account Desk within Wealth Management at Schroder Co Bank AG in Zurich we are looking for a new team member as
Family Office Support with Database and VBA skills
The Key Account Desk, a small, highly qualified team responsible for servicing a large client mandate consisting of trusts and companies, is looking for a Client Support Specialist who will support the team with an extensive Microsoft Access / SQL Server knowledge and a general IT affinity.
Job Specification
Execution of clients’ orders, payments and trades ensuring complete adherence to client specifications, compliance, internal rules and all relevant regulationsPrepare and execute investments into private equityMaintenance and usage of VBA-run Access databases to support the reporting to the clientsOverseeing projects to modernize our reporting infrastructure for compatibility with Temenos T24, collaborating closely with teams on redesigns, support, and testingPreparation of bespoke reporting and handling of information requests by the clientSupporting and executing daily client cash management tasksConfirmation of order execution and handling of the document management / electronic archivingDaily administrative tasks of the deskRequired profile
Banking apprenticeship or degree in finance/economics and ideally at least 3 years of work experience in a similar roleExperience in taking care of UHNWI clientele and committed to apply a high client- and service- orientation towards the client lifecycleAdvanced MS Excel skills Extensive Microsoft Access / SQL Server knowledge and a general IT affinityVBA programming skills is a key requirement for this roleFluency in English, German knowledge highly desirableTeam player, supportive, with the ability to deal in a transparent and collegiate mannerPositive, empathetic personality and a flexible can-do attitude. Able to handling multiple assignments at the same time and work accurately under time pressure.What we offer
We offer an appealing job, a diverse and supportive working environment as well as modern employment conditions in an international, dynamic and entrepreneurial business. The office is located only 10 minutes from Zurich main station (HB) at Talstrasse 11 in Zurich. If you like making an impact within a highly motivated team as well as flexibly working from home, then apply online with your complete application.
Schroder Co Bank AG
People Culture / Talent Acquisition
Talstrasse 11, 8001 Zurich, Switzerland
www.schroders.com
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
Schroders, with headquarters in London, employs over 6’000 talented people worldwide, operating in 38 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Schroders in Switzerland is a renowned Financial Institution with around 350 employees located in Zurich and Geneva. For our private clients we provide tailor made investment solutions and complementary financial services. On behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, we invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.
For our Key Account Desk within Wealth Management at Schroder Co Bank AG in Zurich we are looking for a new team member as
Family Office Support with Database and VBA skills
The Key Account Desk, a small, highly qualified team responsible for servicing a large client mandate consisting of trusts and companies, is looking for a Client Support Specialist who will support the team with an extensive Microsoft Access / SQL Server knowledge and a general IT affinity.
Job Specification
Execution of clients’ orders, payments and trades ensuring complete adherence to client specifications, compliance, internal rules and all relevant regulationsPrepare and execute investments into private equityMaintenance and usage of VBA-run Access databases to support the reporting to the clientsOverseeing projects to modernize our reporting infrastructure for compatibility with Temenos T24, collaborating closely with teams on redesigns, support, and testingPreparation of bespoke reporting and handling of information requests by the clientSupporting and executing daily client cash management tasksConfirmation of order execution and handling of the document management / electronic archivingDaily administrative tasks of the deskRequired profile
Banking apprenticeship or degree in finance/economics and ideally at least 3 years of work experience in a similar roleExperience in taking care of UHNWI clientele and committed to apply a high client- and service- orientation towards the client lifecycleAdvanced MS Excel skills Extensive Microsoft Access / SQL Server knowledge and a general IT affinityVBA programming skills is a key requirement for this roleFluency in English, German knowledge highly desirableTeam player, supportive, with the ability to deal in a transparent and collegiate mannerPositive, empathetic personality and a flexible can-do attitude. Able to handling multiple assignments at the same time and work accurately under time pressure.What we offer
We offer an appealing job, a diverse and supportive working environment as well as modern employment conditions in an international, dynamic and entrepreneurial business. The office is located only 10 minutes from Zurich main station (HB) at Talstrasse 11 in Zurich. If you like making an impact within a highly motivated team as well as flexibly working from home, then apply online with your complete application.
Schroder Co Bank AG
People Culture / Talent Acquisition
Talstrasse 11, 8001 Zurich, Switzerland
www.schroders.com
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.