Job offer
Private Banking Assistant, 80–100%
Hypothekarbank Lenzburg is seeking a Private Banking Assistant (80–100%) to provide support in client services, transaction processing, and digital investments. The position requires basic business training and experience in the financial sector within a dynamic, digitized environment.
Tasks
- Preparation of client documentation, including a portfolio review, and development of investment recommendations
- Settlement of securities transactions, such as stocks, mutual funds, bonds, corporate bonds, and options
- Execution of Foreign Exchange Transactions
- Preparation of customer contracts, account opening, and account reconciliation
- Leverage Contribution Monitoring
- Providing support to team members and customers regarding digital systems and issues
Requirements
- Basic Business Training (Banking or Insurance)
- Interest in and experience with the financial sector (particularly in investments)
- Independent and meticulous work style
- Flexibility and exceptional capacity, even in hectic situations
We offer
- Interesting range of tasks in a dynamic and professional environment
- Attractive employment conditions with a casual, informal work culture
- Development opportunities
- Option to Purchase During Vacation
Job details
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