Dein persönlicher KI-Karriere-Agent
Assistant Private Banking(m/w/x)
Independent handling of daily operations and client appointment management for high net worth individuals at an international private bank. Banking training with several years of retail banking experience required. Direct support for high net worth client portfolios.
Anforderungen
- Completion of banking training with several years of experience in retail banking
- Commitment and high level of initiative
- High customer orientation and service orientation
- Very good knowledge of systems and IT
- Empathy, cultivated manners, and very good communication skills
- Strong ability to work in a team
Aufgaben
- Support team members in business development
- Handle day-to-day business operations independently
- Prepare and follow up on client appointments
- Manage customer interactions and pending cases
- Conduct correspondence and account openings
- Ensure compliance and process orders
- Process transactions in securities, foreign exchange, and payments
- Organize and prepare client events with Marketing
- Participate in representative events selectively
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Abgeschlossene Berufsausbildung
Sprachen
- Englisch – verhandlungssicher
Noch nicht perfekt?
- DJE Kapital AGVollzeitnur vor OrtBerufserfahrenKöln
- HypoVereinsbank - UniCredit Bank GmbH
Vermögenskundenberater(m/w/x)
Vollzeit/Teilzeitnur vor OrtSeniorKöln - A3 Personaldienstleistungen GmbH
Bankkaufmann(m/w/x)
Vollzeitnur vor OrtBerufserfahrenKöln - RSM Ebner Stolz
Teamassistenz für die Wirtschaftsprüfung / Steuerberatung / Rechtsberatung(m/w/x)
Vollzeit/Teilzeitnur vor OrtBerufserfahrenFrankfurt am Main, Karlsruhe, Köln, München, Stuttgart - SIGNAL IDUNA
Fachberater Vermögensmanagement(m/w/x)
Vollzeitnur vor OrtBerufserfahrenKöln
Assistant Private Banking(m/w/x)
Independent handling of daily operations and client appointment management for high net worth individuals at an international private bank. Banking training with several years of retail banking experience required. Direct support for high net worth client portfolios.
Anforderungen
- Completion of banking training with several years of experience in retail banking
- Commitment and high level of initiative
- High customer orientation and service orientation
- Very good knowledge of systems and IT
- Empathy, cultivated manners, and very good communication skills
- Strong ability to work in a team
Aufgaben
- Support team members in business development
- Handle day-to-day business operations independently
- Prepare and follow up on client appointments
- Manage customer interactions and pending cases
- Conduct correspondence and account openings
- Ensure compliance and process orders
- Process transactions in securities, foreign exchange, and payments
- Organize and prepare client events with Marketing
- Participate in representative events selectively
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Abgeschlossene Berufsausbildung
Sprachen
- Englisch – verhandlungssicher
Über das Unternehmen
LGT Bank AG, Zweigniederlassung Deutschland
Branche
FinancialServices
Beschreibung
The company is a leading international private bank offering comprehensive and integrated investment solutions to high net worth individuals and families.
Noch nicht perfekt?
- DJE Kapital AG
Assistent der Niederlassung(m/w/x)
Vollzeitnur vor OrtBerufserfahrenKöln - HypoVereinsbank - UniCredit Bank GmbH
Vermögenskundenberater(m/w/x)
Vollzeit/Teilzeitnur vor OrtSeniorKöln - A3 Personaldienstleistungen GmbH
Bankkaufmann(m/w/x)
Vollzeitnur vor OrtBerufserfahrenKöln - RSM Ebner Stolz
Teamassistenz für die Wirtschaftsprüfung / Steuerberatung / Rechtsberatung(m/w/x)
Vollzeit/Teilzeitnur vor OrtBerufserfahrenFrankfurt am Main, Karlsruhe, Köln, München, Stuttgart - SIGNAL IDUNA
Fachberater Vermögensmanagement(m/w/x)
Vollzeitnur vor OrtBerufserfahrenKöln