Vertriebsassistenz Private Banking (m/w/d)
Hybrid
Core
Supporting Private Banking advisors in customer care, appointment management, and identifying cross-selling opportunities.
Role type
Sales support specialist (Private Banking)
Builds
Customer service and sales support for a financial institution
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Customer service, appointment scheduling, cross-selling, independent work, telephone communication
Preferred skills
Securities or asset management knowledge
Responsibilities
Supporting customer advisors, handling customer inquiries, recognizing consulting needs, managing appointments