Job offer
Wealth Management Client Sales Assistant, Luxembourg (m/f/d)
DZ PRIVATBANK is seeking an experienced client sales assistant for its Wealth Management division in Luxembourg to support client advisors with administrative tasks and client interactions. The position requires a completed banking training program, several years of professional experience, a strong service orientation, and analytical skills.
Tasks
- Ensuring a smooth and service-oriented workflow within the Group Wealth Management Business Unit
- Independently managing the private banking client database and group correspondence (e.g., brokerage accounts, forms, etc.)
- Provide administrative support to customer service representatives in their day-to-day work (e.g., preparing documents, managing and organizing customer records)
- Monitoring and follow-up on customer-related tasks; managing and organizing the work of customer service representatives
- Managing customer records and data backup in the
What you bring with you
- 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 combined with strong analytical skills
- Service orientation, initiative, organizational skills, a strong sense of responsibility, a high level of dedication, and the ability to work efficiently
We offer
- flat hierarchies and a work environment based on trust
- A varied position with plenty of
- Employee Articles
- Comprehensive benefits (company pension plan, travel allowance, etc.)
- Excellent opportunities for professional development and continuing education
Job details