Job offer
Customer Sales Assistant (m/f/d)
DZ PRIVATBANK is seeking a Client Sales Assistant (m/f/d) to support client sales within the Wealth Management Group and handle administrative tasks. The position requires completion of a banking apprenticeship, several years of professional experience, and a service-oriented personality.
Tasks
- Ensuring smooth and high-quality customer sales within the Wealth Management Group
- Independent management of retail banking operations and team leader (e.g., custody account contacts)
- Administrative Support for Business and Guest Consulting
- Processing of customer documents
- Editing customer-specific statuses
- Monitoring and Follow-up on Regulatory Issues
- General correspondence with customers
Requirements
- Successfully completed banking training or comparable commercial training, relevant further training in the field of finance is an advantage
- Several years of professional experience in a similar role
- Quick comprehension paired with high analytical skills
- Service orientation, initiative, organizational skills, a strong commitment, and the ability to work efficiently
We offer
- 35.5 vacation days
- Company pension scheme
Job details