Assistent*in Private Banking 80 - 100%

Jobup; Sankt Gallen; Vor Ort; CHF 70.000 - 100.000; Vollzeit

Zusammenfassung

Jobup’s St. Gallen branch seeks an Assistant Private Banking (80–100%). You will support wealthy private clients by phone, help advisors prepare meetings, and craft investment proposals to strengthen client care.

You will also ensure smooth admin support in advisor absences and actively contribute to market development efforts to optimise processes and service. Fluent German and a polished professional presence are essential.

Qualifikationen

• Completed banking apprenticeship or equivalent financial sector training.
• Initial banking experience and interest in expanding investment knowledge.
• Confident and respectful client interaction.
• Very good German skills and strong communication abilities.
• Confident appearance and reliable work style.

Aufgaben

• Act as first point of contact, professionally support wealthy private clients via phone.
• Assist client advisors in preparation and follow-up of meetings for better advisory outcomes.
• Create convincing investment proposals to support client care.
• Provide smooth administrative support during advisor absences.
• Participate in office activities to improve processes and customer orientation.

Kenntnisse

Banking apprenticeship

German language

Strong communication

Client interaction

Ausbildung

University of applied sciences (advantage)

Jobbeschreibung

Our team of nearly 20 people at the St. Gallen branch lives Private Banking with heart and commitment. We accompany wealthy private clients individually and personally and want to be their first bank. As an assistant, you are a central support of our team. Are you looking for a dynamic environment where your contribution counts, you can take responsibility and develop further? Then you are exactly right with us!

Assistant Private Banking 80 – 100%

What you will achieve

• As the first point of contact, you professionally and competently support our wealthy private clients and answer their telephone enquiries.
• You assist our client advisors in the preparation and follow-up of client meetings, thus contributing to optimal advice.
• With your expertise, you create convincing investment proposals and thus make a valuable contribution to the successful care of our clients.
• During the absence of our client advisors, you ensure smooth administrative support and continuity.
• Through your active participation in office activities related to market development, you help to make our processes efficient and customer-oriented.

What you bring

• A completed banking apprenticeship or a comparable commercial training in the financial sector forms your professional basis. A started or completed further education at a university of applied sciences or university of applied sciences is an advantage.
• You have initial experience in banking and a strong interest in further expanding your knowledge in investment business.
• Respectful and confident interaction with clients is natural for you.
• With very good German skills and strong communication abilities, you convince in personal and telephone contact.
• Your confident appearance and reliable working style make you a valuable addition to our team.

Information
Blerina Shala, Head of Front Support Private Banking St. Gallen, will be happy to answer your questions by phone at 071 227 96 31.