Assistant Private Banking 100% (f/m/d)

LGT Crestone Wealth Management Limited

Cologne, Germany
Client interaction and task management
Handling client orders
Preparation and follow-up of client meetings
Proactive support of the team in developing and expanding our business with high-net-worth private clients

Job Summary

  • Proactive support of the team in developing and expanding our business with high-net-worth private clients.
  • Independent handling of day-to-day business and preparation and follow-up of client meetings.
  • Handling and execution of client orders in the area of securities as well as in foreign exchange and payments.

Matching Summary

Proactive support of the team in developing and expanding our business with high-net-worth private clients.

Skills & Requirements

Must-have

  • client interaction and task management
  • handling client orders
  • preparation and follow-up of client meetings
  • proactive support of the team

Nice-to-have

  • strong focus on sustainable investments
  • entrepreneurial commitment
  • independent expertise

Key Requirements

  • Completed banking apprenticeship
  • Several years of experience in private client business
  • Excellent command of written and spoken German
  • Good knowledge of English

Work Rights

Not specified

Tailored Resume

Cover Letter