Assistenz Private Banking (m/w/d)
Core
Supporting Private Banking advisors in customer care, communication, and appointment management for a credit institution.
Role type
Support staff for Private Banking
Builds
Customer service and administrative support for Private Banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking training, customer service orientation, structured work, reliability
Preferred skills
Experience in securities or asset management
Responsibilities
Supporting customer advisors in Private Banking client care, telephone and personal communication with clients, planning and organizing appointments, handling customer inquiries, identifying consulting opportunities and cross-selling potential