CareerPlan

Assistentin Private Banking (m/w/d)

München, BAYERNFull-time2025-02-17 → 2026-11-11

Core

Administrative and operational support for the Private Banking team, including securities and credit processing, account openings, and document handling.

Role type

Administrative Assistant in Private Banking

Builds

Administrative support for a major German insurance and financial services group's private banking division

Domain

Financial Services / Private Banking

Required skills

Administrative processing, Securities and credit processing, Account opening, Document handling, Calendar and payment monitoring, Event and meeting coordination

Preferred skills

Commercial training or economics degree, Banking sector experience, MS Office proficiency

Responsibilities

Support the Private Banking team with administrative and processing tasks, Assist in securities and credit processing and account openings, Process documents and correspondence related to customer business, Monitor deadlines, payments, and outstanding documents, Plan and coordinate events, meetings, and conferences