DZ PRIVATBANK
Mitarbeiter Kundenmanagement VR-Private Banking(m/w/x)
Full-timeOn-siteExperienced
Frankfurt am Main
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LGLGT Bank AG, Zweigniederlassung Deutschland
Assistant Private Banking(m/w/x)
Frankfurt am Main
Full-timeOn-siteExperienced
Nejo AI Summary
Processing account openings and compliance tasks for high net worth clients at international private bank. Completed banking training required. Collaborative team setting.
Requirements
- Completion of banking training
- Commitment and high initiative
- High customer orientation and service orientation
- Very good knowledge of systems and IT
- Empathy and very good communication skills
- Strong ability to work in a team
Tasks
- Support team members in business development
- Handle day-to-day business independently
- Prepare and follow up on client appointments
- Manage customer interactions and correspondence
- Process account openings and compliance tasks
- Accept and process orders for securities and payments
- Collaborate on organizing client events with Marketing
- Participate in representative events as needed
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)
Frankfurt am Main
Full-timeOn-siteExperienced
Nejo AI Summary
Processing account openings and compliance tasks for high net worth clients at international private bank. Completed banking training required. Collaborative team setting.
Requirements
- Completion of banking training
- Commitment and high initiative
- High customer orientation and service orientation
- Very good knowledge of systems and IT
- Empathy and very good communication skills
- Strong ability to work in a team
Tasks
- Support team members in business development
- Handle day-to-day business independently
- Prepare and follow up on client appointments
- Manage customer interactions and correspondence
- Process account openings and compliance tasks
- Accept and process orders for securities and payments
- Collaborate on organizing client events with Marketing
- Participate in representative events as needed
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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