Wealth Management Assistant (Full-Time)

Tasks

Administrative processes and customer service:

• Handling customer-related processes (e.g., documentation)
• Ensuring smooth administrative processes

Support for customer service:

• Preparation and follow-up for customer and
• Assistance with the creation of and
• Assistance with complex customer situations (e.g., insurance-related)
• Attending client meetings as well as
• Monitoring and Processing of Investment Orders

Interface Management and Regulatory Affairs:

• 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
• Minuting and coordinating department meetings

What you bring with you

No specific requirements mentioned.

We offer

No specific benefits mentioned.