Job offer
Sales Assistant - Funds
The position as Sales Assistant - Funds in the Private Banking division in Luxembourg involves providing support for internal and external sales enquiries, performing administrative tasks and processing customer documents. The ideal candidate will have completed banking training and have several years of experience in wealth management.
Job description: Sales Assistant - Funds
Tasks
- Ensuring smooth and timely execution
- Support with internal and external sales inquiries
- Independent processing of product and information material in private banking (presentations)
- Administrative support for customer and sales acquisition
- Preparation of customer documents
- Processing of customer-related statistics
- Monitoring and post-processing internal and external sales and marketing materials
- General correspondence with customers
Requirements
- Successfully completed banking training, ideally with a specialization in private banking (m/f/d)
- Several years of professional experience in wealth management with strong analytical skills
- Quick comprehension paired with high analytical skills
- Service orientation, initiative, organizational skills, awareness of change and a high level of commitment
- Proficient use of common MS Office applications (including Excel, PowerPoint) and presentation media
We offer
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