Client Sales Assistant Wealth Management Luxembourg (m|f|d)

The DZ PRIVATBANK is the Competence Centre for Private Banking as well as a major player in fund services and loans in all currencies within the Cooperative Financial Group Volksbanken Raiffeisenbanken. The DZ PRIVATBANK specialises in demanding, individual solutions for private banking customers with a range of services from classic asset management to asset structuring, asset consulting, financial and preventive planning to foundation consulting. Customer Sales Assistant Wealth Management Luxembourg (m|w|d) Activity field: Sales Private Banking & LuxCredit Area: Sales PB & LC Place of use: Luxembourg Career level: Professional Employment: Full time, unlimited Start date: at the next possible time

Ensuring a smooth and high-quality process of administrative processes within the group ''Wealth Management Luxembourg'' Self-employed processing of the private customer business in close cooperation with the relevant consultants and group managers (e.g. depot account opening, customer reporting, presentations) Administrative support of customer advice, including pre- and post-processing of customer appointments including guest hosting Working up customer documents and creating presentations Edit customer-related standard processes (account opening, balances etc.) Monitoring and reworking of CRM and WpHG documentation and support in other regulatory issues General correspondence with customers and partner banks; Editing the daily inbox

Successfully completed banking training or comparable commercial training, corresponding further training in finance is advantageous Multiannual professional experience in a comparable function Quick conception paired with high analytical capability Service orientation, initiative, organisational skills and sense of responsibility, high commitment and efficient work Sovereign handling of current MS Office applications (in particular Excel, PowerPoint) and presentation techniques You are very good German (C1/C2) and English (C1/B2) in word and writing; French and/or any other language is advantageous

Occupational pension 34,5 Holiday days p. a. Flexible working time models Border-close bank locations Wide range of training Compatibility of work and family Free parking EGYM Well Pass Job ticket Social events Beneficiary operating restaurant Benefits for employees Benefits may vary according to location and employment relationship. .