Job offer
Assistant Onshore
The position as Assistant Onshore at LGT Bank Switzerland in Basel involves independently preparing and following up on appointments with clients, coordinating projects, and handling standard inquiries. The ideal candidate will have completed training in banking or business and have 3-5 years of professional experience in private banking or in managing a consulting team.
Job description: Assistant Onshore
Tasks
- Independent preparation and follow-up of appointments with customers, coordination of projects (information gathering, preparation of documents, preparation of documentation).
- Collaborating on the monitoring of client portfolios (investment proposals, preliminary and final calculations) in close cooperation with relationship managers.
- Independent processing of standard inquiries (payment transactions, simple transactions in securities and foreign exchange) in compliance with internal guidelines, regulatory requirements, and quality standards.
Requirements
- Completed banking or commercial training, supplemented by 3-5 years of professional experience in a comparable position in private banking or in managing a consulting team.
- Good MS Office skills and confidence in using banking systems.
We offer
Your health
- Flexible working models
- Sabbaticals
- At least 25 days of annual leave, depending on age
- Options for paid special leave
- Maternity and paternity leave (if possible) within twelve months
- Additional childcare allowance (one-time) for the first three children
Job details
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