Wealth Management Assistant (m/w/d)

Reference number: 16484 - Location: Berlin - Company: BW Bank - Functional area: Wealth Management - Full time / part time: 100

LBBW is one of Germany's leading banks and is an innovative company in the financial sector. In addition to traditional banking services, we focus on the areas of digitalization, sustainability and international markets. We offer an environment that promotes personal and professional development. With more than 10,000 employees, we shape the future of the financial world - Together #NeuesSchaffen

Organisational and administrative activities and support of consultants in customer care Responsible handling and coordination of the daily business, including telephone and personal customer communication Pre- and post-processing of customer appointments by supporting consultants in the handling of investment and credit topics Participation in new customer acquisition and creation of internal and external correspondence Processing of documents required for customer advice and support Policy-compliant work and compliance with all regulatory requirements Care and management of customer data

Completed banking training with further qualification Embossed organizational skills combined with high commitment, flexibility and self-responsibility High resilience in challenging situations as well as experience and joy in dealing with demanding and wealthy clientele Strong contact, communication and team capability Safe handling of consulting tools such as OSPlus Knowledge of securities and financial products Very good expressiveness in word and writing

Modern talent management for career development Active promotion of a good reconciliation of work and private life (including flexible working hours, sabbaticals and the possibility to work in part on a mobile or home office) Attractive occupational pensions Comprehensive health management (e.g. cooperation with gyms, occupational medical service, preventive examinations) Interesting leasing possibilities, e.g. Job-Rad, Tablet, Smartphone JOBV1_EN