Assistenz Private Banking (m/w/d)
Core
Supporting Private Banking advisors in daily operations and managing relationships with affluent private clients.
Role type
Private Banking Assistant
Builds
Client presentations, reports, and documentation for wealth management services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
MS Office, customer data management, professional correspondence, organizational planning, structured work style
Preferred skills
Background in banking or finance, experience in Private Banking/Wealth Management/Family Office, high service orientation (via careerplan.io/jobs/2760301-assistenz-private-banking-mwd-at-pmx-gmbh)