Auf einen Blick
- Aufgaben: Betreue Kunden bei ihren Investitionen und begleite sie auf ihrer finanziellen Reise.
- Unternehmen: Ethisches Investment-Club mit Fokus auf halal Investitionen in der Schweiz.
- Vorteile: Flexible Arbeitszeiten, stundenlohn von 30 bis 65 CHF und Remote-Arbeit möglich.
- Weitere Informationen: Karrierechancen in der Leitung von Kundenbeziehungen und Investitionen.
- Warum dieser Job: Gestalte die finanzielle Zukunft unserer Kunden und arbeite in einem dynamischen Umfeld.
- Qualifikationen: Bachelor in Finanzen oder Wirtschaft, Kenntnisse in islamischer Finanzwirtschaft und ausgezeichnete Französischkenntnisse.
Das prognostizierte Gehalt liegt zwischen 30 - 65 € pro Stunde.
ALG Club, an ethical and halal investment club based in Switzerland, is looking for a Client Relationship Manager to support its clients with their investments and their entire financial and wealth journey, in line with its internal standards and the OMÉGA investment system developed by its founders.
Follow-up takes place mainly by video call, with the possibility of meeting at our premises.
- Main responsibilities
- Conduct follow-up and client relationship calls, mainly by video, with the possibility of meeting on site.
- Ensure follow-up between calls: messaging, notes, questions and Whats App 5 days a week.
- Track each client's progress through the programme and on the Espace Patrimoine.
- Check the application of the OMÉGA investment system: allocation, adherence to the strategy.
- Support clients across every financial and wealth matter.
- Document client follow-up, and handle reporting and administration.
Essential qualifications
- Excellent command of investing: stock markets, crypto and precious metals.
- Bachelor's degree (BSc) in finance or economics, or IAF in finance.
- Excellent people skills: a good teacher, calm, able to build trust.
- Willingness to train in ethical and Islamic finance.
- Knowledge of Islamic finance.
- Certification in Islamic finance (AAOIFI or other).
- Perfect command of French, written and spoken.
- Conditions and benefits
- Working time of 20 % to 60 %, scalable up to 100 %.
- Pay of 30 to 65 CHF an hour.
- Location: Switzerland — Biel/Bienne, Geneva, Zurich or remote.
- Gradual ramp-up as clients are transferred.
- Career prospects
- Head of client relations and investments / Lead.
- Management of the OMÉGA portfolio investments.
- Hosting group live sessions and collective coaching.
- Creating educational content and videos on finance and investing.
- Business development and representation within the sales department.
Bachelor's degree (BSc) in finance or economics, or IAF in finance.
Excellent command of stock markets, crypto and precious metals.
Perfect command of French, written and spoken.
Knowledge of Islamic finance and certification in Islamic finance (AAOIFI or other).
Client Relationship Manager in Zürich Arbeitgeber: Algclub
Algclub bietet eine unterstützende Arbeitsumgebung, die auf ethischen Werten basiert. Mitarbeiter profitieren von flexiblen Arbeitszeiten und der Möglichkeit zur beruflichen Weiterentwicklung in einem wachsenden Sektor.
