DIS AG | Germany | Düsseldorf | Permanent position | Full time / Home office | Published since: 04.03.2025 on stepstone.de
Account Manager Bank (m/w/d) - hybrid working (remote & face-to-face)
You have already gained initial experience in banking and would you like to develop it? Then keep reading! To strengthen the Private Wealth Team with our customer, a renowned investment bank in Düsseldorf, we are looking for a dedicated customer advisor (m/w/d) that supports the team on site in the daily business. You are interested? - Then use this chance to bring your career to the next level and apply today! We look forward to meeting you!
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You have already gained initial experience in banking and would you like to develop it? Then keep reading! To strengthen the Private Wealth Team with our customer, a renowned investment bank in Düsseldorf, we are looking for a dedicated customer advisor (m/w/d) that supports the team on site in the daily business. You are interested? - Then use this chance to bring your career to the next level and apply today! We look forward to meeting you! Coordination and coordination of customer appointments and their preparation and preparation Support in the creation of investment proposals as well as in the processing of requests in compliance with deadlines Creation of contract documents and coordination of account and depot openings at partner banks Processing and monitoring of customer orders in cooperation with external banks Shipment of reports and relevant documents to customers Creation of presentations and research in the context of acquisition processes Continuous optimization of support processes in the team and across companies
Complete training in banking or business administration with experience in Wealth Management Advantageous knowledge of bank processes, financial products and capital markets Safe handling of MS Office as well as a quick understanding for new systems Flowing German knowledge, good English knowledge in word and writing Structured, independent operation with high service orientation Communication strength, team capacity and a sovereign, binding occurrence High level of flexibility, resilience and commitment
Flexible working hours and mobile work Comprehensive health care, including health checks Granted Germany Ticket Occupational pension Beneficiary insurance conditions for employees Grant to the gym and other sports and health services Internal training and support in continuing and continuing training Modern office equipment in a central location with optimal connection
Company location
Location
![]() | DIS AG | |
91555 Düsseldorf | ||
Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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