Assistenz Private Banking (w/m/d)
Core
Support Private Banking advisors in client meeting preparation and follow-up, manage account and portfolio administration, and process securities orders.
Role type
Administrative Assistant in Private Banking
Builds
Account and portfolio management services for private banking clients
Domain
Banking / Private Banking
Required skills
Bank training, MS Office, securities trading knowledge, accuracy, communication
Preferred skills
Service orientation, teamwork, proactive work style
Responsibilities
Support advisors in pre- and post-meeting preparation, manage account and portfolio administration (account openings, transfers, power of attorney, tax pre-reductions, capital measures), create reports, handle administrative tasks, process securities orders by phone
Seniority
Mid-level, experienced