Cso - Other

**Position Tasks**:

- Support the clients and the CRO in the daily business activities
- Active client contact in written and spoken German and English
- Execution of client account openings, closures and updates (internet search, provide corroborative documents)
- Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
- Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
- Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
- Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
- Promote paperless accounts and e-banking usage
- Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management

Positions Skills:

- Commercial apprenticeship in a Bank or similar banking-related education and further education in the financial sector
- Minimum 3 years of previous experience in a private banking or intermediary environment
- Good understanding of financial instruments (equities, bonds, structured products, derivatives)
- Good knowledge of Compliance / AML topics
- Good Windows office skills (excel, power point, outlook, etc.)
- Ability to cope with pressure, deadlines and flexible working hours
- Proficient in written and spoken German and English essential