Wealth Management Client Sales Assistant, Frankfurt (m/f/d)

Tasks

• Provide administrative support to the Wealth Management sales team, including preparing and following up on client documents and creating invoices and outgoing
• Processing customer-related preparatory documents, customer documents from other banks, etc., and forwarding the
• Ensuring internal processing procedures and service providers, as well as the collection of information
• General Correspondence with Customers: Incoming and Outgoing Mail
• Organizing and Following Up on Meetings/Settlements
• Providing information about financial or ancillary services in exchange for
• Performance of all assigned tasks in accordance with regulatory requirements and internal organizational manuals and guidelines

Requirements

• Successful completion of a banking-specific training program or a degree in economics
• Initial professional experience in private banking or a basic understanding of banking processes, structures, and systems

We offer

• meal allowance