Assistant Private Banking (f/m/d)

LGT – Private Banking und Asset Management; München; Vor Ort; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

A leading private banking firm in Munich seeks an experienced professional to support a dedicated team focusing on wealthy clients. Responsibilities include managing client appointments, customer interactions, and collaborating on client events. Requirements include banking training, experience in private banking, and fluency in German and English. The company offers competitive compensation and a supportive work culture.

Leistungen

Competitive compensation

Comprehensive social benefits

Modern office space

Ongoing training opportunities

Supportive team culture

Qualifikationen

• Several years of experience in private banking.
• Very high level of initiative.
• Strong ability to work in a team.

Aufgaben

• Support team members in developing business with wealthy clients.
• Handle day-to-day business and prepare follow-ups for client appointments.
• Manage customer interactions including account opening and compliance.

Kenntnisse

Fluent in German

Fluent in English

Customer orientation

Service orientation

Teamwork

Communication skills

IT knowledge

Ausbildung

Completed banking training

Jobbeschreibung

Overview

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Responsibilities

• Proactive support of team members in the development and expansion of our business with wealthy private clients

• Independent and proactive handling of day-to-day business including preparation and follow-up of client appointments

• Independent customer interaction (pending case management, correspondence, account opening, compliance, etc.) as well as order acceptance and processing (in the areas of securities, foreign exchange and payment transactions)

• Collaboration in the organization and preparation of client events in cooperation with Marketing as well as selective participation in representative events

Requirements

• Completed banking training with several years of experience in private banking

• Commitment and a very high level of initiative

• High customer orientation and service orientation with the highest standards of quality and reliability

• Very good knowledge of systems and IT

• Empathy and cultivated manners as well as very good communication skills

• Strong ability to work in a team

• Fluent in German and English (both in written and speaking)

We provide:

• A contemporary workplace and the flexibility to work collaboratively within the team

• Competitive compensation and comprehensive social benefits

• Modern, centrally located office space with state-of-the-art infrastructure

• Ongoing opportunities for training and professional growth

• A supportive team culture and a company that value its employees

Discover a work environment where your solution-driven mindset is both valued and encouraged. Be part of a motivated and supportive private banking team.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

LGT Bank AG

Human Resources

Marjana Hrkac