• Prepare visits to clients
  • Elaborate investment recommendations
  • Receive, execute and control clients' orders
  • Handle stock exchange transactions
  • Contact clients as well as general correspondence
  • Create analyses and reports
  • Create documentations
  • Open deposits as well as other administrative tasks
  • Support the customer consultant
  • Operate accounts

Current jobs for Private banking assistant

  • Zürich
2 days ago

Assistant Private Banker (m/f)

Robert Walters Financial Services
  • Zürich
5 days ago
  • Zurich
  • Temporary
13 days ago
  • Vaduz
  • 80 - 100 %
22 days ago