Assistant Private Banking Germany

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