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Assistent/in private banking externe vermögensverwalter

Luzern
TieTalent
EUR 70’000 pro Jahr
Inserat online seit: 18 August
Beschreibung

Job Overview

Support and deputize for the private banking customer advisor/external asset managers.

Responsibilities include opening/mutations of customer positions, executing trading transactions (stock exchange, derivatives, currencies), handling payments/cards, processing financing requests (primarily mortgages), managing administrative tasks, and communicating with clients.

Requirements

* Completed banking education
* Experience in investment and financing business preferred
* Strong team skills
* Reliable, independent, precise, and conscientious work attitude
* Flexibility, especially during the absence of the customer advisor
* Motivated and resilient
* Appealing demeanor and good manners

What We Offer

Financial Benefits

* Fixed and variable salary components defined by objective criteria
* Good pension benefits
* 16 weeks paid maternity leave
* Discounted lunch

Additional Benefits & Perks

* Discounts on services and products of LUKB and partners
* Full coverage of professional development courses
* Extensive internal training programs

Flexible Work Arrangements

* Up to two days of home office per week, depending on role
* Various working time models available
* Sabbaticals and additional vacation days possible

Company Culture

* Respectful environment
* Flat hierarchy, informal address
* Encouragement to contribute and take responsibility
* Quick decision-making processes
* Focus on physical and mental health

Contact: Rahel Schärli, HR Business Partner

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industries: Technology, Information and Internet

This job posting appears active and relevant.

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