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

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