Job offer
Private Banking Assistant (HNWI)
As a Private Banking Assistant (HNWI), you will support relationship managers in looking after wealthy clients and contribute to an inspiring client experience. Your tasks will include providing support in day-to-day business, advising clients, managing client contacts and preparing presentations and offers.
Job description
Private Banking Assistant (HNWI)
Your tasks
- Comprehensive support for our relationship managers in acquisition, individual support and day-to-day business
- Participation in customer appointments including preparation and follow-up as well as onboarding of customer relationships
- Management of telephone customer contact in advising on banking services and handling various administrative tasks
- Preparation and coordination of financing requests
- Preparation of presentations, offers and asset concepts
Your profile
- Completed commercial banking apprenticeship or equivalent training/further education
- Experience (at least 3 years) as an assistant in the HNWI environment is an advantage
- Good financing and/or investment knowledge
- Enjoy customer contact and be prepared to go the extra mile
- The working method is reliable, precise and proactive
- You score points with your communicative, solution-oriented and proactive nature
Our offer
- Communication at eye level and superiors who will develop you!
- An appreciative, dynamic and performance-oriented culture with committed and highly motivated team colleagues who look forward to meeting you and supporting you!
- An exciting and varied range of tasks with many networking opportunities within ZKB ensures that you learn something new every day!
- Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
Job details
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