Job offer
Team Assistant (m/f/d) Relationship Manager in Private Banking
As a team assistant in private banking, you will support relationship managers in serving discerning private clients and contribute to the success of the location through your structured and service-oriented approach to work. Your tasks will include processing account and custody account instructions, maintaining client data, and coordinating with internal departments.
Job description
Team Assistant (m/f/d) Relationship Manager in Private BankingTasks
- Processing account and custody account instructions and reviewing account management and identification 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 communication skills and a confident manner
We offer
No explicit benefits mentioned, but the opportunity to be part of an international wealth management company and help shape the future of wealth management.Job details
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