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Assistant Private Banking Germany

Maerki Baumann & Co. AG

Employment type
Full-time
Location
Zürich
Company
Maerki Baumann & Co. AG, Dreikönigstrasse 6, 8002 Zürich
First posted
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Assistant Private Banking Germany (100%) Private bank Maerki & Co. AG, founded in 1932, has focused for generations on its core competencies in investment advisory and asset management, as well as in the support of independent asset managers. The very solid equity base testifies to the high independence and security of the family-owned company. Furthermore, the modular investment solution and the services in the area of blockchain or crypto underline the innovative strength of the private bank, which was awarded as a "long-standing quality leader" by the business magazine «Bilanz». To strengthen our Private Banking Germany department, we are looking for a committed personality as Assistant Private Banking Germany (100 %) Area of responsibility Active support of the client advisors in all areas of responsibility Opening and administering client relationships Receipt of client inquiries and orders as well as their independent processing Preparation of client visits as well as client reception Client payment transactions, their control and documentation Creation of various lists, tables, statistics and presentations Cross-team support with shipping as well as at client events Education/Experience Completed banking training with proven professional experience as an assistant in Private Banking (at least 3 years) Knowledge of bank processes as well as bank-specific regulations and their implications Market understanding as well as general interest in the financial markets Very good MS Office user skills Very good German and English skills in spoken and written form; further language skills are an advantage Personal characteristics Independent, committed, team-oriented as well as resilient personality High service and service mentality for demanding clients Performance-oriented, structured and reliable way of working Flexibility, sense of responsibility and strong customer orientation Impeccable manners, polished appearance and absolute discretion Please send your complete application documents to our Personnel department, . We look forward to your interest! Apply nowMaerki & Co. AG, Dreikönigstrasse 6, CH-8002 Zürich, T , jpidb03f71ajm jit0834jm jiy26jm

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