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

Tasks

• Ensuring that services within the group (Wealth Management Luxembourg, IIPConcept) meet customer needs, and providing credit services at all member institutions, such as the Volksbanken and Raiffeisenbanken
• Independent management of the private banking and group portfolio (e.g., brokerage accounts)
• Administrative Support for Customer Service
• Processing of Customer Documents
• Customizing Customer-Specific Stationery
• Answers to FAQs
• Help shape the expansion in Luxembourg by

Requirements

• Successful completion of a banking apprenticeship or comparable business apprenticeship; initial work experience in the field of finance is a plus
• Several years of professional experience in a similar role
• Quick comprehension combined with strong analytical skills
• A service-oriented mindset, initiative, organizational skills, a strong sense of responsibility, the ability to handle high-pressure situations, a confident demeanor, and a passion for working independently and in a customer-focused manner are additional requirements.
• Proficiency in spoken and written German and English, as well as a basic knowledge of the Luxembourgish language, is an asset

We offer

• Top locations in Luxembourg's capital, right next to the shipping canal
• Flexible work hours, work-time accounts, and optional remote work