Assistenz Backoffice Private Banking (m/w/d)
Core
Administrative support for Private Banking advisors, handling client account processing, order entry, and online banking assistance for high-net-worth individuals.
Role type
Senior IC back-office assistant (private banking)
Builds
Client account records, transaction logs, and online banking support workflows
Domain
Banking / Wealth Management
Required skills
Account administration, order entry, online banking support, MS Office, wealth management basics, high-net-worth client interaction
Preferred skills
Multi-year back-office experience, structured work style, service orientation
Technologies
MS Office
Responsibilities
Prepare and follow up on client consultations, process client accounts (deposits, funds, cross-selling), record phone orders, assist clients with online banking, manage asset management agreements
Seniority
Mid-level, hands-on IC