Customer Sales Assistant (m/f/d)

Tasks

• Ensuring smooth customer and business operations within the Wealth Management Group
• Independent management of client and group matters (e.g., portfolio contacts 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

• Company pension scheme
• 34.5 days of vacation per year