Staff Member Customer Consulting and Process Optimization (80% - 100%)

Zürich

Key information

Publication date:19 June 2025
Workload:80 – 100%
Contract type:Unlimited employment
Place of work:Zürich

Job summary

Join our independent private bank in Zurich, a trusted advisor since 1750. Embrace a supportive work culture with growth opportunities.

Tasks

Support customer advisory and wealth planning leaders with tasks.
Analyze and optimize processes for continuous improvement.
Coordinate projects and manage interfaces across departments.

Skills

Commercial banking education plus further training in management.
Experience in project and process management is essential.
Strong communication skills and team collaboration are key.

Is this helpful?

For generations, we have been advising our clients as independent private bankers in a long-term and conflict-free manner right in the heart of the city of Zurich. We commit ourselves every day to the care of our demanding Swiss private clientele. Since 1750. To strengthen our customer consulting team, we are looking for an experienced personality as a staff member for customer consulting and process optimization (80% - 100%) Your area of responsibility:

Staff tasks: Advisory, planning, and controlling activities to support management in the areas of customer consulting and wealth planning
Process analysis & optimization: Continuous identification of improvement potentials in processes as well as implementation of quality adjustments involving relevant stakeholders
Project representation & interface management: Representation of customer consulting in front-oriented projects and coordination between different departments
Documentation: Creation and maintenance of process documentation and application manuals in collaboration with the organization department
System support & support: Line responsible contact person for tools in customer consulting and wealth planning; participation in system and application optimizations including testing in collaboration with the responsible departments
Knowledge transfer: Planning and conducting workshops as well as internal training for process users
Coordination & quality assurance: Minutes taking in operational meetings, derivation and allocation of tasks as well as monitoring of timely implementation
Substitution: Support for the team in IKS topics and quality management What convinces us:
Education / Experience
Commercial basic training in banking, supplemented by further training in business administration, project management, or a comparable field.
Several years of activity in the financial sector with sound knowledge of internal banking processes
Proven experience in project and process management as well as in moderating meetings and workshops.
Very good MS Office skills, experience with common AI tools; knowledge of Avaloq and Eligamo is an advantage
Very good German language skills, both spoken and written. Person
Professional appearance, cross-team collaboration, and clear, convincing communication
Solution orientation, networked thinking, teamwork, resilience, good manners, and willingness for occasional special assignments
Structured, efficient, and independent working style with a pronounced organizational talent Please send your complete application documents by email directly to Peter Wissmann, HR Management, peter.wissmann@rahnbodmer.ch Zurich, June 2025