Supporting private banking advisors in their demanding daily business and in the management of wealthy private clients.
Independent preparation and follow-up of customer appointments and customer meetings
Creation and preparation of presentations, reports, analyses and other customer-related documents
Maintenance and management of customer master data as well as careful documentation and filing
Professional correspondence with customers, business partners, and internal and external contacts.
Taking on diverse organizational tasks related to the care of a demanding clientele
Your profile
Completed commercial training, ideally in banking, finance or a comparable qualification
Several years of professional experience as an assistant in private banking, wealth management, family office or a comparable demanding financial environment
Proficient use of MS Office, especially Excel, Word and Outlook
A strong understanding of the requirements and processes in private banking.
Excellent organizational skills as well as a structured, meticulous and independent work style.
Strong service and customer orientation as well as excellent communication skills
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