Business Front Support (m/w/d) im Private Banking

Kurz zusammengefasst

The role of Business Front Support (m/w/d) in Private Banking involves being the primary contact for high-net-worth clients, managing their inquiries, and ensuring smooth service delivery. This includes preparing account documentation, coordinating with relationship managers, and handling client onboarding and transactions. The position also involves maintaining accurate records in CRM and compliance systems, and identifying opportunities to improve the client experience. The main responsibilities include managing inbound client inquiries, preparing account documentation, and coordinating with relationship managers. The role also involves processing transactions, maintaining accurate records, and proactively identifying opportunities to enhance the client experience. Candidates must have at least 2 years of experience in private banking or wealth management support, strong analytical and organizational skills, and fluency in English and German. A solid understanding of regulatory and AML requirements is also essential. What the role asks for: - At least 2 years of experience in private banking or wealth management support - Strong analytical and organizational skills - Fluency in English and German - Solid understanding of regulatory and AML requirements