Vertriebsassistenz (m/w/d) Privatkunden
Core
Sales assistant for private banking customers, acting as the interface between customers and advisors to support the sales process.
Role type
Sales support specialist (private banking)
Builds
Sales support for private banking products
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Customer service, sales support, appointment scheduling, needs analysis, cross-selling, telephone communication, organizational skills
Responsibilities
Support customer advisors in daily operations, process customer inquiries independently, schedule and coordinate meetings with potential clients, prepare advisory conversations, identify customer needs, and pass on cross-selling opportunities.