Kundenbetreuer/Kundenassistent (m/w/d) Niederlassung Nürnberg
Core
Customer service and onboarding support for high-net-worth private clients, SMEs, and institutional investors at an independent private bank.
Role type
Customer Service Associate (Private Banking)
Builds
Customer onboarding, contract preparation, and client event execution
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer relationship management, contract administration, event planning, MS Office proficiency, German (fluent), English (good)
Responsibilities
Collaborate with relationship managers for client onboarding and consultation, handle customer interactions via phone, email, and in-person, organize regional client events, support new customer acquisition efforts