Wealth Management Assistant (Full-Time)

Tasks

Administrative Processes and Customer Service:

• Processing customer-related processes and documentation
• Ensuring smooth administrative support

Support for customer service:

• Preparation and follow-up with clients
• Assistance with the preparation of
• Contributing to complex client solutions (e.g., insurance solutions, etc.)
• Assisting with customer meetings as well as
• Monitoring and Processing of Investment Orders

Interface Management and Regulato:

• Collaboration with internal departments
• Support and monitoring of internal

Communication and Organization:

• Correspondence with customers and partner banks
• Processing daily incoming mail, as well as prioritizing and assigning tasks within the team
• Minute-taking and coordination of department meetings

Requirements

• What you bring with you

We offer

• What we offer you