Customer sales assistance

Tasks

Your future responsibilities will include:

• Ensuring smooth and timely mail delivery
• Support for internal and external information and communication processes
• Independent processing of incoming mail for private banking (including priorities)
• Administrative support for customer service representatives
• Preparation of customer documents
• Processing of customer-related statuses
• Monitoring and processing internal and external mail
• General correspondence with customers

Requirements

As a person and a professional, you should meet the following requirements:

• Successfully completed banking training or relevant training related to private banking or wealth management (at least 2 years)
• At least 2 years of professional experience in sales, ideally in the field of private banking, fund or securities transactions
• Quick comprehension paired with high analytical skills
• Service orientation, initiative, organizational skills, awareness of change and a high level of commitment
• Proficient use of common MS Office applications (including Excel, PowerPoint) and print media

We offer

The offering includes sophisticated and customized solutions for private banking clients, with a range of services from traditional asset management to asset succession, financial and pension planning, and foundation consulting.