Advisor For Corporate Clients (Middleoffice) // Berater Kundensupport Firmenkunden
Zürich Und Umgebung, Schweiz
Support of several relationship managers (Private Banking and corporate clients) in all matters relating to finance, also in attending and leading client meetings. We check the possibilities of giving any kind of credits to corporate and private clients (loan on overdraft, mortgages, leasing, guarantees, trading limits, etc.). Moreover this position includes handling with complaints (internally and externally) and leading the relationship managers through the whole process of financing. Furthermore we provide individualized investment proposals for clients.The aim is providing customized solutions which meet the client's needs as well as paying attention to all relevant policies.------------------ Prüfung, Beurteilung und Beantragung von Finanzierungen aller Art (v.a. Immobilienfinanzierungen)- Führen und leiten von Beratungsgesprächen mit Private Banking-Kunden sowie Firmenkunden (KMU)- Konditionsverhandlungen sowie Ausarbeitung von Vertragsdokumenten