Teamassistent (m/w/d) im Private Banking
Core
Supporting the Private Banking advisory team in managing relationships with wealthy private clients and handling administrative and operational tasks.
Role type
Senior administrative assistant in Private Banking
Builds
Client documentation, presentations, and operational support for the advisory team
Domain
Banking, Private Wealth Management
Required skills
Administrative task management, Client interaction, Contract documentation, Presentation creation, MS Office proficiency, Account management knowledge, Securities trading knowledge, Asset management knowledge
Preferred skills
Private Banking specialization, agree® BAP 21 system experience
Responsibilities
Manage and support the advisory team proactively, Handle administrative and operational tasks independently, Create presentations and client documentation, Manage client correspondence and account openings, Organize and execute client events
Seniority
Mid-level, hands-on IC