Assistant Relationship Manager (Private Banking)

À propos de cette offre

About the role:
You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:

• Client Support & Administration

  • Assist in day-to-day servicing of German-domiciled private banking clients.

  • Prepare account opening documentation, manage KYC/AML updates, and handle administrative requests.

  • Coordinate with internal departments (Compliance, Operations, Investment Advisory).

• Business Development Support

  • Prepare bespoke presentations, proposals, and RFP responses tailored to prospective and existing clients.

  • Support the onboarding of new clients and contribute to internal business development initiatives.

• Investment & Portfolio Support

  • Help monitor client portfolios and prepare investment reports and briefing notes.

  • Assist with trade execution workflows and internal booking processes.

• Operational Excellence

  • Maintain client files and ensure data quality in CRM systems.

  • Prepare meeting agendas, follow-up notes, and documentation for client reviews.

About the candidate:

• 2-4 years of experience in a similar role within private banking or wealth management.

• Solid understanding of banking products, investment concepts, and compliance processes.

• Excellent communication skills in German (native level) and English; additional languages are an asset.

• Strong analytical skills with high attention to detail.

• Proficient with MS Office, especially PowerPoint and Excel.

• Client-oriented, proactive, and able to work both independently and in a team.