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