Zurich, Zurich, Switzerland · On-site
True Wealth ist die Schweizer Pionierin der Online-Vermögensverwaltung. 50'000 Kundinnen und Kunden vertrauen ihr Vermögen unserer Anlagelösung an. Mit einem motivierten Team und viel Enthusiasmus entwickeln wir unsere P…
Skills: Customer Service, Digital Onboarding, Anti-Money Laundering (AML) Compliance, Financial Planning, Wealth Management
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Guide customers through the digital onboarding process and ensure correct documentation according to money laundering regulations. Handle customer inquiries via phone and email while coordinating with custodian banks and internal departments to improve the customer experience.
Requires knowledge in finance or pension sectors, such as a banking apprenticeship or university degree. Proficiency in German and English is required, with French being a plus, along with a friendly demeanor and attention to detail.
True Wealth ist die Schweizer Pionierin der Online-Vermögensverwaltung. 50'000 Kundinnen und Kunden vertrauen ihr Vermögen unserer Anlagelösung an. Mit einem motivierten Team und viel Enthusiasmus entwickeln wir unsere Plattform ständig weiter, um Geldanlegen einfacher, transparenter und zugänglicher zu machen. Die Vorteile der Digitalisierung geben wir unseren Kunden weiter, um ihnen eine möglichst effiziente Geldanlage und Vorsorge zu ermöglichen.
Unseren Kundinnen und Kunden stehen wir auch im persönlichen Kontakt zur Verfügung. Aufgrund der wachsenden Beliebtheit unserer Anlagelösung wollen wir unser Client-Service-Team erweitern.
Verantwortung
Profil
Was wir bieten
Spricht dich die Herausforderung an? Dann sende uns Deinen Lebenslauf/CV online.
Eine Schweizer Arbeitsbewilligung ist Voraussetzung. Wir ersuchen keine Bewerbungen über Drittparteien und Agenturen.
The leading digital wealth manager from Switzerland. No management fee on Pillar 3a assets.
True Wealth AG is the leading digital wealth management platform based in Zurich, Switzerland. We offer transparent and cost-effective investment strategies for private investors domiciled in Switzerland who are looking for a state-of-the-art digital wealth management solution. Pillar 3a included with 0% management fee. Read more on our blog: https://www.truewealth.ch/blog Disclaimer: True Wealth Inc. is an independent asset manager incorporated in Switzerland • True Wealth Inc. does not offer tax or investment advice and is offering its services to investors domiciled in Switzerland who intend to enter into a discretionary wealth management contract according to Swiss law • Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where True Wealth Inc. is not registered • Investments entail material risk of loss. • The information provided here may contain advertising.
Offices: Grubenstrasse 18, Zurich, ZH 8045, CH
The leading digital wealth manager from Switzerland. No management fee on Pillar 3a assets.
True Wealth AG is the leading digital wealth management platform based in Zurich, Switzerland. We offer transparent and cost-effective investment strategies for private investors domiciled in Switzerland who are looking for a state-of-the-art digital wealth management solution. Pillar 3a included with 0% management fee. Read more on our blog: https://www.truewealth.ch/blog Disclaimer: True Wealth Inc. is an independent asset manager incorporated in Switzerland • True Wealth Inc. does not offer tax or investment advice and is offering its services to investors domiciled in Switzerland who intend to enter into a discretionary wealth management contract according to Swiss law • Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where True Wealth Inc. is not registered • Investments entail material risk of loss. • The information provided here may contain advertising.
Offices: Grubenstrasse 18, Zurich, ZH 8045, CH
