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
Support customer advisors, handle customer inquiries via phone and in person, organize and follow up on appointments, identify cross-selling opportunities