DJE Kapital AG
Assistent der Niederlassung(m/w/x)
Full-timeOn-siteExperienced
Köln
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LGLGT Bank AG, Zweigniederlassung Deutschland
Assistant Private Banking(m/w/x)
Köln
Full-timeOn-siteExperienced
Nejo AI Summary
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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank AG, Zweigniederlassung Deutschland and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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LGLGT Bank AG, Zweigniederlassung Deutschland
Assistant Private Banking(m/w/x)
Köln
Full-timeOn-siteExperienced
Nejo AI Summary
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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank AG, Zweigniederlassung Deutschland and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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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