Teamassistent im Private Banking (m/w/d)
Core
Supporting the Private Banking advisory team in managing relationships with affluent clients and handling administrative operations.
Role type
Senior administrative assistant in Private Banking
Builds
Client documentation, presentations, and operational support for wealth management services
Domain
Banking / Wealth Management
Required skills
Client relationship management, administrative task execution, presentation creation, contract documentation, independent client interaction, event organization, MS Office proficiency, core banking system knowledge
Preferred skills
Private Banking or securities trading specialization, experience with agree® BAP 21 system
Responsibilities
Proactively manage and support the advisory team in business development, handle administrative and technical daily tasks, create presentations and statistics, manage client contract documentation, interact directly with clients for account openings and inquiries, organize client events
Seniority
Mid-level, hands-on IC