Client Service Expert - Private Banking International

Client Service Expert - Private Banking International

Are you curious and eager to seize new opportunities? Do you go the extra mile and have an open, communicative personality with a strong client and solution orientation? Then let's exceed our clients' expectations together and continue the success story of VP Bank. With us, you'll find space for bold ideas and the opportunity to actively shape the future.

Your Challenge

• Providing professional and proactive support for all day-to-day tasks
• Preparing and following-up on account openings for private and company accounts
• Processing payment instructions and other banking transactions accurately and in a timely manner
• Preparing client meetings, business trips and related documentation, including follow-up activities
• Supporting KYC, AML and Compliance processes in close collaboration with colleagues
• Acting as a trusted point of contact for client inquiries, requests and correspondence, always delivering exceptional service
• Providing support for e-banking, credit card services and other client-related banking needs
• Monitoring of corporate actions, maturities, entering term deposits and loans and FX trades / Receipt and handling of security orders (via Avaloq)
• Managing AppWay workflows, including onboarding, offboarding, reviews and credit applications
• Contributing to special projects, client events and continuous process improvements.

Your Profile

• You have completed a bank apprenticeship or a degree in the financial field combined with at least three years of work experience as Private Banking Assistant
• You have a MiFID II Certification which is mandatory for this role
• You have a strong client focus and share a genuine passion for delivering an outstanding client experience
• You show excellent organizational skills with a high level of attention to detail and the ability to prioritize effectively. You remain calm, structured and efficient, even when managing multiple priorities.
• You demonstrate a strong sense of ownership and responsibility
• Teamwork is just as important to you as it is to us
• You possess excellent communication and interpersonal skills, combined with a professional, friendly and service-oriented approach
• 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 German or Baltic language are an advantage.

In the event of an Employment we will ask you to present a criminal record.