Assistent (m/w/d) - mit Entwicklungsperspektive Führungskraft / Finanzberater
Core
Assist two area managers in the private banking market, preparing materials, organizing leadership meetings, and coordinating with branch managers.
Role type
Senior IC private banking assistant (pathway to financial advisor or leadership)
Builds
Internal presentations, meeting agendas, and coordination for private banking leadership teams
Domain
Banking / Private Financial Services
Deliverable
dashboards & analysis
Required skills
Financial analysis, presentation creation, meeting organization, stakeholder coordination, MS Office (PowerPoint), digital tools
Preferred skills
Career development in private banking, leadership potential
Technologies
MS Office, OSPlus_neo
Responsibilities
Analyze topics for the private banking sector, create target-group appropriate presentations, plan and lead digital exchange rounds for leadership, coordinate with branch managers, perform general secretarial tasks
Seniority
Junior to Mid-level, hands-on IC with development path