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Private banking assistants (m/f/d)

Top job offers private banking assistants

Private banking assistants: supporting customer advisers in the banking industry

Private banking assistants work in the service area of banks, performing a broad range of tasks. They support bank advisers and other bank employees with organisational and administrative tasks. Furthermore, they are responsible for the correspondence with customers.

Which opportunities do private banking assistants have on the labour market?

Private banking assistants must have a vocational qualification in the commercial or banking area. They have particularly good chances of finding a job in the banking industry, especially at private banks. Get in touch with your contact person at Hays and find out more about your opportunities as a private banking assistant!

What are the tasks and responsibilities of private banking assistants?

Private banking assistants support customer advisers with their daily business, especially with advising and supporting wealthy private customers and establishing and developing customer relations. Conducting telephone calls with customers and independently processing customer requests and orders forms an essential part of their day-to-day work as well.

Moreover, private banking assistants perform administrative and organisational tasks, including the preparation and follow-up of appointments with customers, the monitoring and approval of national and international payment transactions, the preparation of meetings as well as the preparation of minutes and customer presentations.

  • Support of customer advisers with their daily business
  • Administrative and organisational support of advisers in the private banking area
  • Customer correspondence
  • Management of customer master data and customer appointments
  • Preparation of meetings
  • Preparation of customer presentations, reports and minutes

Which hard skills and soft skills should private banking assistants have?

Private banking assistants should have a high level of customer and service orientation. Besides, they should be familiar with the operational processes of banks and have an excellent command of MS Office as well as very good German and English language skills.

Private banking assistants should also possess certain soft skills, e.g. organisational talent, multitasking ability and good time management skills.

  • A professional appearance
  • An accurate way of working
  • Team spirit
  • Discretion
  • Strong communication skills

What is the average salary of private banking assistants?

Full-time private banking assistants have an average annual salary of approximately EUR 50,000. While the starting salary amounts to about EUR 35,000 per year, experienced private banking assistants may earn up to EUR 63,000 annually.