Client Sales Assistant Private Banking

DZ PRIVATBANK is looking for a client sales assistant for Private Banking. You ensure smooth administrative processes at the location and support the advisors in private client business.

• Ensuring smooth, high-quality administrative processes at the location
• Independently handling private client business in close cooperation with the responsible advisors and location manager (e.g. securities account/account opening, client reporting, presentations)
• Administrative support of client advisory, including preparing and following up client appointments including hosting guests
• Preparing client documents and creating presentations
• Processing standard client-related processes (account opening, balancing, etc.)
• Monitoring and following up CRM and WpHG documentation and supporting other regulatory topics
• General correspondence with clients and partner banks; handling daily incoming mail
• Support at internal and external events

• Successfully completed banking apprenticeship or comparable commercial training (further training in finance is an advantage)
• Several years of professional experience in a comparable role, ideally as a Private Banking sales assistant (m/f/d)
• Quick grasp combined with strong analytical skills
• Service orientation, initiative, resilience, organizational skills, sense of responsibility and high commitment
• Confident use of common MS Office applications (especially Excel, PowerPoint) and presentation techniques
• Very good German (C1 level) and good English