Vertriebsunterstützung Private Banking (m/w/d)
Core
Supporting Private Banking advisors with customer appointment preparation, handling customer inquiries, and identifying cross-selling opportunities.
Role type
Sales support specialist (Private Banking)
Builds
Customer appointment schedules and inquiry responses for a financial institution
Domain
Banking / Private Banking
Deliverable
product features
Required skills
Customer inquiry handling, Appointment scheduling, Cross-selling identification, Internal collaboration on credit topics
Preferred skills
Securities or wealth management knowledge
Technologies
N/A
Responsibilities
Support advisors in Private Banking, Prepare and organize customer appointments, Process customer inquiries independently, Collaborate with internal departments on credit topics, Identify and pass on consulting opportunities and cross-selling potential