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

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