Job offer
Private Banking Assistant
The Client Advisor Assistant position offers the opportunity to support private banking advisors in advising clients and to perform administrative tasks related to investment and advisory activities. The ideal candidate will have a commercial education, experience in the banking world and excellent interpersonal skills.
Job description
We are looking for a dynamic and team-oriented person to support our private banking advisors in advising clients.Tasks
- Assisting and supporting the advisory group for private banking clients and independent asset managers in administrative tasks directly related to investment or advisory activities
- Acceptance and execution of "complex" telephone stock exchange orders and execution-only orders from the Bank's clients
- Ongoing information on changes to guidelines and expanding knowledge of the products and services available for this type of customer
Requirements
- Commercial / banking training
- Excellent interpersonal skills
- Good knowledge of the investment sector
- Dynamic and pragmatic person with a strong sense of initiative
- Team orientation
- Very good IT skills and ability to manage several programs simultaneously
- Skilled in telephone contact
- Ability to set priorities and work independently
- Excellent knowledge of German (C1) and good knowledge of English
We offer
(no explicit benefits mentioned)Job details
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