Vertriebsassistenz Private Banking (m/w/d)
Core
You support Private Banking advisors in preparing client appointments, analyzing customer portfolios, and creating individual reports to ensure optimal client care.
Role type
Sales support specialist for Private Banking
Builds
Client appointment schedules, portfolio overviews, and individual reporting documents
Domain
Banking / Private Banking
Deliverable
dashboards & analysis
Required skills
Appointment preparation, portfolio analysis, report creation, process coordination, client acquisition support
Preferred skills
Interest in securities and wealth management, initiative, responsibility, teamwork