Job offer
Customer Sales Assistant (m/f/d)
DZ PRIVATBANK is seeking a Client Sales Assistant (m/f/d) to ensure the smooth operation of the Wealth Management group and to handle administrative tasks such as processing client documents and monitoring regulatory matters. The position requires a completed banking apprenticeship or comparable commercial training, as well as several years of professional experience in a similar role.
Tasks
- Ensuring smooth operations within the Wealth Management group
- Independently managing one's own range of responsibilities and tasks (e.g., pharmacy technicians and group leaders)
- Administrative support for customer and guest services
- 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 finance is an advantage
- Several years of professional experience in a similar role
- Quick comprehension paired with strong analytical skills
- Customer focus, initiative, organizational skills, a sense of responsibility, a strong work ethic, and the ability to work efficiently
We offer
- Customized solutions for individual customers and businesses
- A range of services spanning financing and asset management, structuring, investment advice, and financial planning, through to corporate pension plans
- Company pension scheme
- 34.5 vacation days per year
Job details
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