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

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