Assistant and Receptionist (f/m/d), 50–60%
Core
Supporting client advisors with administrative tasks, client meeting preparation, portfolio monitoring, and reception duties in a private banking environment.
Role type
Assistant and Receptionist (Private Banking)
Builds
Client meeting support, portfolio monitoring, order processing, and reception services for wealthy private clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking apprenticeship or commercial vocational training, experience assisting client advisors in private banking, Microsoft Office proficiency, German (fluent)
Preferred skills
French, English
Responsibilities
Supporting client advisors with correspondence, documentation, and calendar management; preparing and following up on client meetings; monitoring client portfolios for maturities; processing securities and payment orders; welcoming clients and visitors; handling calls and mail.