Assistant (m/f/d) RM

Tasks

• Provide immediate support to customer service representatives in preparing and implementing sales initiatives
• Organizational and administrative support for the private banking team
• Coordinating and preparing for client meetings, as well as assisting with follow-up tasks
• Preparation of presentations, vegetation surveys, and reports
• Processing of account and securities account documents, as well as assistance with account openings and identity verification processes
• Maintenance of customer data in our systems and reliable document management
• Coordination with internal departments (e.g. back office, compliance, product management)
• Organization of trips, appointments and events
• Reception and hospitality for customers and business partners
• Travel and expense reports

Requirements

• Completed business training in banking or a comparable degree
• Several years of professional experience in an assistant role in private banking or wealth management
• A sales-oriented individual with a keen sense of customers' needs and the motivation to support them in an active, solution-oriented manner, driven by a passion for success
• Strong organizational skills and a structured way of working
• High level of service orientation, discretion and professionalism in customer contact
• Team spirit, strong communication skills, and a confident demeanor
• Excellent written and spoken German; knowledge of English is a plus
• Excellent knowledge of MS Office