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Assistant Private Client Advisory 60 - 80%

Müntener & Thomas Personal- und Unternehmensberatung AG

Employment type
Part-time
Location
Werdenberg · Remote possible
First posted
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Organized in the background, present for customers? Strengthen our private client team. ####

In a customer-oriented banking environment, you combine organizational talent with banking competence and ensure that advisory and customer care function smoothly.

What you can look forward to ####

  • Support client advisory teams in administrative customer care and day-to-day business
  • Process financing, investment, pension, and payment transactions
  • Prepare, follow up on, and arrange customer appointments by telephone
  • Coordinate interfaces with internal specialist departments
  • Take the next step in client advisory if interested

What you bring to the role ####

  • Banking apprenticeship and/or initial practical experience in a banking environment
  • Enjoyment of professional customer contact
  • Strong communication skills and a strong team orientation
  • Organizational talent, initiative, and a precise way of working
  • Interest in active participation and professional development

What you can count on ####

  • Part-time, home office, and flexible holiday planning for more leeway in everyday life
  • Targeted training and further education
  • Flexible options for personal pension provision

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Posted 5 days ago

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