Team Assistant (m/f/d) Relationship Manager in Private Banking

Tasks

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. Your tasks will include:

• Processing account and custody account applications and supporting conceptual 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, cost, and expense reports

Requirements

For this position, we are looking for a person with:

• 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 styles and a confident manner

We offer

The opportunity to work in a dynamic and service-oriented environment and contribute to the success of our location.