Investment Advisory Assistant

Tasks

As an Asset Management Assistant, you will play a key role in helping us remain the leading bank in Freiburg in the field of asset management. Your responsibilities will include:

• Administrative implementation of client agreements, special terms, and other activities related to the recording of assets
• Supporting our clients with their administrative needs throughout all stages of life
• Become a trusted point of contact for clients and wealth management advisors
• Promotion of the bank and its entire range of products and services
• Preparing for client meetings, particularly with regard to compliance requirements, but also from a commercial perspective
• Contributing to the continuous improvement of services and processes
• Establishing and maintaining good relationships with internal partners to ensure optimal collaboration
• Contribute to the success of the entire team
• Performing administrative tasks and conducting quality controls in accordance with the dual-control principle
• Opportunities for career development in private client advisory services or wealth management

Requirements

We are looking for someone who wants to advance their career in asset management support. You should:

• Be able to perform administrative tasks with precision and speed
• Have completed basic business training or possess an equivalent qualification or experience
• Possess strong analytical and organizational skills, a keen eye for detail, a meticulous approach to work, and a solution-oriented mindset
• Adaptability and the ability to handle stress and prioritize tasks
• Initiative and the ability to contribute constructively through innovative ideas and active participation in internal meetings and projects
• Be proficient in using common IT applications (Microsoft Office) and have an interest in digital innovations
• Excellent written and spoken French; knowledge of German is a plus

We offer

A dynamic and positive work environment, opportunities for professional growth, and an outstanding customer experience.