Private Banking Relationship Associate

☞ Akbank AG

Aussicht: 187

Update Tag: 24-10-2024

Ort: Eschborn Hesse

Kategorie: Finanzen / Bank / Aktien Der Umsatz

Industrie: Banking

Position: Associate

Jobtyp: Full-time

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Jobinhalt

COMPANY DESCRIPTION Akbank AG is headquartered in Eschborn, Germany, and its core business areas include corporate banking, trade finance and retail banking. Akbank AG is the successor institution of the German branch of Akbank T.A.Ş. It received its full banking license on 5 April 1998 from the German Federal Financial Supervisory Authority (BaFin) and started providing retail and corporate banking services in Germany. On November 23, 2005, the branch was converted into an Aktiengesellschaft (AG) and registered with the commercial register of Frankfurt am Main. In May 2007, Akbank AG’s shares were transferred to Akbank N.V., a wholly-owned subsidiary of Akbank T.A.Ş. established in 2001 as a Dutch bank under the banking law and regulations of the Netherlands. As a result of the strategic decision to reorganize the European operations of Akbank Group, in particular to use capital and other resources more efficiently, Akbank N.V. was merged into Akbank AG, with the discontinuation of Akbank N.V.’s activities effective from June 15, 2012. Upon this merger, Akbank T.A.Ş. became the sole shareholder of Akbank AG. The merger between Akbank AG and Akbank N.V. led to a substantial growth in Akbank AG’s lending and deposit business, triggering a continuous positive trend in the post-merger period. The Bank is a voluntary member of the Deposit Protection Fund of the Association of German Banks, Einlagensicherungsfonds des Bundesverband Deutscher Banken, and offers protection to both corporate and retail deposit holders up to a level of 15 % of its shareholders’ equity on an individual basis. Akbank AG relocated its head office from Frankfurt am Main to Eschborn in June 2020.

Aufgaben

The Private Banking Relationship Associate within Akbank AG Private Banking team will be primarily responsible for assisting specific private bankers in managing relationships with High Net Worth customers by mainly handling all the operational aspects related to Private Banking client servicing. The incumbent will liaise with the respective departments/ units within Akbank AG to ensure priority processing of customer needs/ requests.

Key Responsibilities
  • Managing all the back office processes within Private Banking.
  • Gathering the necessary documents of the clients for new account opening process, preparing the KYC documents and opening the account at the system.
  • Updating the critical information of the clients whenever it is needed.
  • Filing and archiving the contracts and documents of the clients both physically and digitally.
  • Tracking the missing documents of the clients and timely informing Private Banker to maintain completion process.
  • Maintain client’s files up to date with new/additional information on client’s lifecycle within Akbank AG.
  • Making the system entries for the transactions executed by clients in Private Banking (current and term deposits, Eurobond, stock, ETF and DCD transactions).
  • Tracking money inflows and outflows of the customers as well as money transfer processes on a daily basis.
  • Ensuring the Private Banker is up to date on all important client related matters.
  • Generating client reports (account movement statements and security statements) as requested by the Private Banker.
Profil

Minimum Profile Requirements
  • Bachelor’s/University degree, Master’s degree preferred.
  • Extensive experience of the financial industry.
  • Extensive investment and banking product knowledge.
  • Minimum 2 years of experience in a relevant position.
  • Fluent Turkish and English skills (German will be a plus)
  • Ability to use Microsoft Office programs especially Microsoft Excel and Word.
  • Ability to work under pressure while maintaining attention to detail and high quality standards.
  • Analytical thinking, problem solving and multitasking skills.
  • Strong interpersonal and organizational skills.
  • Professional behavior, diplomacy skills and willingness to learn.
Wir bieten
  • Monthly Salary, 12 times a year
  • If the bank realizes its KPIs and the employee realizes the targets above the given specified level, a bonus payment can made once a year. The bonus distribution decision is made according to the decision of the supervisory board and remuneration committee.
  • Akbank AG supports private pension insurance which is paid of 3,5% of monthly salary per month. 2/3 of this amount will be paid by Akbank AG, 1/3 of this amount will be paid by himself. (It is not mandatory)
  • Akbank AG personnel have 15 x 6,50 EUR restaurant checks per month.
  • Transportation Costs will be supported 65 EUR / month for Deutsche Bahn / RMV “Named / Transferrable adult annual / monthly ticket.
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Frist: 08-12-2024

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