Job offer
Customer Sales Assistant (m/f/d)
DZ PRIVATBANK is seeking a Client Sales Assistant (m/f/d) for its "Wealth Management" and "Investment Banking" divisions to assist with client and visitor interactions and handle administrative tasks. The position requires a completed banking apprenticeship, several years of professional experience, and a service-oriented personality.
Tasks
- Ensuring the smooth flow of client and guest traffic within the Wealth Management and Investment Banking groups
- Independent management of day-to-day client and group business (e.g., custody account contacts)
- Administrative support for customer and guest services
- Processing of customer documents
- Editing customer-related statistics
- Monitoring and follow-up on regulatory issues
- General correspondence with customers
Requirements
- Successful completion of a banking apprenticeship or comparable business training; relevant continuing education in finance is a plus
- 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
- 34.5 vacation days per year
Job details