Assistenz Private Banking (m/w/d)
Hybrid
Core
Supporting Private Banking advisors in managing high-net-worth clients, handling communications, and organizing schedules.
Role type
Junior Private Banking Assistant
Builds
Client service and administrative support for a credit institution
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking training, customer service, structured work, reliability
Preferred skills
Securities or asset management knowledge
Responsibilities
Support Private Banking advisors in client care, communicate with clients via phone and in person, plan and organize appointments, handle customer inquiries, identify consulting opportunities and cross-selling potential