We are looking for a Private Banker Assistant 100%, for a family office.
The role requires the capacity to deal with multiple stakeholders across various teams under time constraints. Investment and compliance knowledge are required.
Mains tasks:
• Support of Private Banker with their daily business and all client related matters, respond to client inquiries promptly and accurately, ensuring a high level of client satisfaction
• Coordinate, schedule and prepare client meetings, including client presentations (bank statements, client reports) as requested by the Private Banker and follow-up on action items
• Handle incoming and outgoing correspondence with external banks or partners, ensuring timely and
professional communication
• Guide the relationship managers in KYC related matters