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Assistant Private Banking(m/w/x)
Operational support for high net worth client portfolios at international private bank, handling appointments and account openings. Banking training with several years of retail banking experience required. International client base.
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
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
Work Experience
- approx. 1 - 4 years
Education
- Vocational certification
Languages
- English – Business Fluent
Not a perfect match?
- LBBWFull-time/Part-timeOn-siteExperiencedDüsseldorf, Köln
- marschner consulting GbR
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Assistant Private Banking(m/w/x)
Operational support for high net worth client portfolios at international private bank, handling appointments and account openings. Banking training with several years of retail banking experience required. International client base.
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
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
Work Experience
- approx. 1 - 4 years
Education
- Vocational certification
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.
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