Wealth Planning - Business Support
Wealth Planning - Business Support
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Job Description
Key Responsibilities:
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Ensure data accuracy and integrity in the Wealth Planning client management system; identify and resolve discrepancies.
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Collect and compile data from various sources to generate timely and accurate business reports.
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Design and prepare visually compelling PowerPoint presentations aligned with organizational branding guidelines.
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Manage and update internal Wealth Planning web pages by uploading/removing documents and content as required.
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Collaborate with senior stakeholders to align deliverables with business needs.
Required Skills & Qualifications:
Professional & Technical:
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Proficient in Microsoft Excel and PowerPoint; familiarity with related tools is a plus.
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Experience in business support project coordination or reporting within a financial services or global corporate environment.
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Strong organizational skills with the ability to multitask and meet deadlines.
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Experience working in virtual teams; flexibility to align with Swiss working hours as needed.
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Fluency in English; additional languages are an asset.
Personal & Social:
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Self-starter with a solution-oriented mindset.
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High attention to detail with a strong commitment to data accuracy and quality.
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Strong interpersonal and communication skills to collaborate with global teams.
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Client-focused approach with a positive and professional attitude.
Employment Type
Full-time
