Job offer
Wealth Management Client Sales Assistant, Luxembourg (m/f/d)
DZ PRIVATBANK is seeking a Client Sales Assistant for its Wealth Management division in Luxembourg to ensure a smooth and personalized client and sales process. The position requires completion of a banking training program, several years of professional experience, and a strong commitment to customer service.
Tasks
- Ensuring a seamless and personalized customer and sales process within the "Wealth Management" group
- Independently handling business with private clients, group leaders (e.g., custody accounts), and corporate clients
- Administrative Support for Business and Guest Reviews
- Processing of customer documents
- Editing customer-related statistics
- Monitoring and Follow-up on Regulatory Issues
- General correspondence with customers
What you bring with you
- 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
- Service orientation, initiative, organizational skills, as well as dedication and the ability to work efficiently
We offer
- Company pension scheme
- 39.5 days of vacation
Job details
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