Job content

• Support of several relationship managers in all matters of customer advice and support:
• Completion of all administrative work in connection with the customer care of external asset managers
• Independent processing of customer orders such as stock exchange and foreign exchange transactions, opening of accounts/securities accounts as well as offsetting and changes
• Preparation and follow-up of customer visits and acquisition discussions
• Answer general customer inquiries by email and phone
• Representation of other assistants

Requirements

• Commercial (bank) training
• Several years of experience in the same function
• Knowledge of private banking products and services
• Interest in the financial markets and in current world events
• Enjoys engaging with customers and impeccable manners
• High degree of independence and proactivity
• Balanced personality with a positive attitude to life
• Good organizational skills, exact working methods, team players
• Good knowledge of MS Office
• Stylish German and very good knowledge of Hebrew and English, both spoken and written