Kundenvertriebsassistenz Private Banking (m
Core
Administrative and operational support for private banking advisors, handling client onboarding, reporting, and event coordination.
Role type
Private Banking Sales Assistant
Builds
Client accounts, reports, and presentations for private banking customers
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Administrative process management, client onboarding, CRM documentation, presentation creation, regulatory compliance support, MS Office (Excel, PowerPoint)
Preferred skills
Finance background, experience in private banking sales assistance
Technologies
MS Office, CRM systems
Responsibilities
Ensure smooth administrative processes, handle private banking business independently with advisors, prepare and follow up on client meetings, process client documents and presentations, manage standard client processes, maintain CRM and WpHG documentation, handle customer correspondence and mail, support internal and external events