Your Challenge
- Professional and independent verbal and written support for all day-to-day tasks
- Preparation and follow-up of account openings for private and company accounts
- Handling and timely execution of payment instructions
- Preparing and follow-up of documentation for client meetings or business trips
- Pre- and post-processing of credit card requests
- Supporting in KYC and Compliance topics
- Independent processing of customer inquiries, complaints & general correspondence
- Timely execution of items recurrent task list
- E-banking hotline support
- Support during client meetings, e.g. assistance for account opening/ telephone correspondence with clients
- Monitoring of corporate actions, maturities, entering term deposits and loans and FX trades / Receipt and handling of security orders (via Avaloq)
- Handling of all AppWay tools: Update, Onboarding, Offboarding, Credit Application
- Support in special projects/tasks and client events.
Your Profile
- You have completed a bank apprenticeship and at least three years of work experience as Private Banking Assistant or studies in the financial field
- You passed the MiFID II Certification (mandatory)
- You are self-organized, trustworthy and keep an overview even in stressful situations
- You feature a friendly and customer-oriented way of service
- You have a high sense of responsibility and you are able to set priorities
- Teamwork is just as important to you as it is to us
- You have profound knowledge in Private Banking Assistant tasks, in MS Office package (Word, Excel) and ideally also in the AppWay and Avaloq systems
- You have fluent written and spoken language skills in English. Language skills in Danish or Baltic language are an advantage.
Your contact person
Throughout your application process, you will be accompanied by
Anna Wiemer
Senior People & Culture Consultant
