Beschreibung

In this role, you will be at the heart of private banking, ensuring smooth operations by processing trade orders and payments, engaging with clients, and supporting onboarding efforts. Your day will involve coordinating meetings and creating impactful materials that enhance client relationships.

Anforderungen

• •Completed commercial education or higher education
• •Previous experience in the financial industry advantageous
• •Strong interest and knowledge in financial markets and asset allocation
• •Fluency in English and German (written and spoken)
• •Proficiency in MS Office and digital tools
• •Excellent communication skills and collaborative mindset
• •Proactive attitude with focus on continuous improvement and high-quality standards
• •Meticulous attention to detail and ability to follow instructions precisely
• •Reliability, conscientiousness, and professionalism in interactions
• •Strong organizational and prioritization skills to manage multiple tasks effectively

Aufgaben

• •Process, verify, and track trade orders
• •Handle payments and client requests with precision
• •Engage with clients and their representatives
• •Manage calls and emails professionally
• •Support client onboarding and documentation workflows
• •Stay current on regulatory requirements
• •Prepare and manage internal and external meetings
• •Organize conference calls and take detailed meeting notes
• •Develop presentations and tailored client documents

Tools & Technologien

Benefits