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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.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 1 - 4 years
Education
- Vocational certification
Languages
- English – Business Fluent
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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.
Requirements
- 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
Tasks
- 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
Work Experience
- approx. 1 - 4 years
Education
- Vocational certification
Languages
- English – Business Fluent
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
LGT Bank AG, Zweigniederlassung Deutschland
Industry
FinancialServices
Description
The company is a leading international private bank offering comprehensive and integrated investment solutions to high net worth individuals and families.
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