Job offer
Customer Sales Assistant (m/f/d)
DZ PRIVATBANK is seeking a Client Sales Assistant (m/f/d) to support client and sales processes 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 a smooth and target-group-oriented customer and sales process within the "Wealth Management" group
- Independent handling of matters related to private clients and group leaders (e.g., portfolio contacts) and administrative tasks
- Administrative Support for Management
- Processing of customer documents
- Editing customer-related statistics
- Monitoring and following 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
- Company pension scheme
- 35.5 vacation days
Job details
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