Job offer
Joint Management of Foundations & Family Offices (all genders)
BTV Vier Länder Bank AG is seeking a full- or part-time Co-Advisor for Foundations & Family Offices to support the team and handle the professional preparation and follow-up of client meetings, as well as organizational tasks. The position requires a completed business apprenticeship, several years of experience in private banking, and a good command of German.
Tasks
- You will be responsible for the professional preparation and follow-up of client meetings, including the creation of presentations and investment proposals.
- You are responsible for organizational and administrative tasks and ensure that day-to-day operations run smoothly.
Requirements
- You have completed a business apprenticeship; a college degree is a plus.
- You have several years of experience in joint account management or client support in private banking and are familiar with the processes involved in serving this demanding client segment.
- You must have a good command of written and spoken German (at least C1).
- You enjoy working with people and place a high value on quality, reliability, and professionalism.
- They are known for their high level of accuracy and strong organizational skills.
- You work independently, in an organized manner, and take responsibility for your own work.
- You have strong communication skills and excellent written and spoken German and English.
We offer
- Fair compensation in line with market rates.
- The minimum salary for this full-time position is €3,710.56 gross per month.
- This position can also be arranged on a part-time basis (19.25 hours).
- An inclusive work environment that is open to everyone.
Job details