Job offer
Team Assistant (m/f/d) Relationship Manager in Private Banking
The Julius Baer Group is looking for a team assistant (m/f/d) for its Private Banking division in Kiel to support advisors in serving high-net-worth clients. The position requires completed banking training, initial professional experience in an assistant role, and strong organizational skills.
Job description
As a team assistant (m/f/d), you will support our advisors in providing comprehensive support to our wealthy clients and, with your structured and service-oriented approach, make a significant contribution to the success of our location.Tasks
- Processing account and securities account transfers and supporting consolidation and authentication processes
- Maintenance of customer data in our systems and reliable document management
- Coordination with internal departments (e.g. back office, compliance, product management)
- Organization of trips, appointments and events
- Responsibility for smooth office operations in day-to-day business
- Reception and evaluation of customers and business partners
- Travel and expense reports
Requirements
- Completed banking training
- First professional experience in an assistant function, preferably in the financial environment or private banking
- Strong organizational skills and a structured way of working
- High level of service orientation, discretion and professionalism in customer contact
- Team-oriented, communicative, and with a confident manner
We offer
No information available.Job details
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