Assistant: Private Banking External Asset Managers

Assistant: Private Banking External Asset Managers (m/w/d) As an experienced assistant, you ensure professional and top-class customer service together with the entire team. You support customer advisors in their daily cooperation with external asset managers and take on a central role in day-to-day business. Together, you care for the same customer portfolio, ensuring close cooperation and mutual representation. Thanks to your experience, you also keep an overview in demanding situations, work foresightedly, and act responsibly. The position offers a broad and varied range of tasks in the areas of basic services, investments, and financing. You feel comfortable in a demanding assistant function and want to bring your experience and strengths to this position in the long term. Our lived service culture and professional environment offer you the opportunity to actively contribute your experience and develop professionally and personally. Assistant: Private Banking External Asset Managers (m/w/d) Your job at a glance What you achieve with us Support and representation of the customer advisor/private banking external asset manager: Opening/mutations of customer positions Trading transactions (stock exchange, derivatives, foreign exchange) Payment transactions/cards Processing of financing requests, in particular mortgages Processing of various administrative tasks Correspondence with our customers What you bring Completed banking training Several years of experience in private banking or in a comparable assistant function Good knowledge in investment and financing business High service orientation and enjoyment of customer contact Independent, structured, and reliable working method Resilient, discreet, and responsible personality Outstanding team skills and a winning and professional appearance Flexibility and willingness to take on responsibility in representation Interest in long-term cooperation in an established team Your benefits with us More time for you With us, cantonal and regional holidays are paid. Additionally, you can expect sabbaticals and extra vacation days for your service anniversary. Flexible working Choose an individual work model and organize your working time yourself. Family-friendly Benefit from a generous maternity or paternity leave and additional family allowances. Strong pension provision With our company pension fund, you are on the safe side. Individual development We support you in your internal and external training and further education, so you stay up to date. Exclusive benefits Staff conditions on LUKB products and many external discounts save your wallet. Rahel HR Business Partner jpidf5051d5jm jit0625jm jiy26jm