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Private Banking Assistant 80 - 100%

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Employment type
Full-time
Location
Lenzburg
First posted
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• 11 August 2026 • 80 - 100% • Indefinite duration • Lenzburg ## Hypothekarbank Lenzburg (HBL) is an innovative and agile financial institution, with a strong affinity for digitalization and Open Banking culture. Would you like to actively support us in realizing all our projects? Are you a committed person with a flair for the financial sector and motivated to actively support our Private Banking advisors in their daily tasks? Then join our motivated and dynamic team and contribute with us to shaping the future of HBL. Your tasks ## • Support to client advisors in daily operations, both administrative and front-office • Processing client requests on-site as well as by telephone • Preparation of client files including portfolio monitoring as well as the creation of investment proposals • Execution of stock market transactions such as shares, funds, bonds, corporate actions, new issues as well as options transactions • Execution of foreign exchange transactions • Preparation of client contracts, opening and closing of accounts • Follow-up of pending tasks • Support to team members as well as to clients for digital questions and problems. What you bring ## • Basic commercial training (banking or insurance) • Interest and experience in the financial sector (notably regarding investment) • Autonomous and precise work • Flexibility and composure even in stressful situations • Very good knowledge of Word and Excel • Strong client and service orientation Our offer ## • An interesting range of tasks in a dynamic and professional environment • Attractive employment conditions with a simple informal culture • Development possibilities • Possibility to purchase leave   Have we aroused your interest? Then apply online today - we look forward to receiving your complete application file. We only accept direct applications. Your contact ## Heinz Sandmeier, Responsable Private Banking, Tel. 062 885 11 30 Claudia Feusi, HR Business Partner, Tel. 062 885 13 91

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