• Review and acceptance of incoming contract documents from partner banks in VR-PrivateBanking in accordance with applicable anti-money laundering and due diligence obligations, including the necessary internal coordination.
• Managing customer relationships from account opening to settlement, as well as handling day-to-day business (top-ups, customer correspondence, contract adjustments) in VR Private Banking.
• Initiation of the creation of customer master data and subsequent forwarding of orders to portfolio management. 
• Support and guidance for the private banking advisors of the Volksbanken Raiffeisenbanken and the private banking managers regarding questions relating to asset management.
• Continuous review of process flows, including implementation of optimization opportunities.
• Taking on project tasks and responsibilities in the area 
• Execution of all assigned tasks in compliance with all relevant legal, regulatory and internal provisions.
• Technical definition and conceptualization including feasibility study of process requirements as well as independent implementation of process and systemic adjustments
• Close collaboration with the sales units, platform and process management, and portfolio management

What you bring

• Successfully completed studies in economics, finance or comparable fields of study. 
• Experience in the financial industry is desirable.
• Strong interest in banking processes
• Good communication skills and a confident demeanor when dealing with internal clients. 
• Entrepreneurial thinking and strong sales orientation
• High motivation and a systematic way of working 
• Technically skilled, resilient, team-oriented and willing to work independently and responsibly
• They communicate confidently in German, both spoken and written.
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