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Assistant Private Banking(m/w/x)
Description
In this role, you will actively support the team in expanding business with high net worth clients, manage daily operations, and engage directly with customers while also helping to organize client events.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Completed 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
Education
Work Experience
approx. 1 - 4 years
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 for securities
- •Process foreign exchange and payment transactions
- •Organize and prepare client events with Marketing
- •Participate in representative events as needed
Languages
English – Business Fluent
- LBBWFull-time/Part-timeOn-siteExperiencedDüsseldorf, Köln
- marschner consulting GbR
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Assistant Private Banking(m/w/x)
The AI Job Search Engine
Description
In this role, you will actively support the team in expanding business with high net worth clients, manage daily operations, and engage directly with customers while also helping to organize client events.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Completed 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
Education
Work Experience
approx. 1 - 4 years
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 for securities
- •Process foreign exchange and payment transactions
- •Organize and prepare client events with Marketing
- •Participate in representative events as needed
Languages
English – Business Fluent
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.
- LBBW
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