Client Sales Assistant Wealth Management Frankfurt (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 Frankfurt (m|w|d) Field of activity: Wealth Management Area: Sales PB & LC Location: Frankfurt am Main Career level: Professional Employment: Full time, unlimited Start date: at the next possible time

Administrative support of the supervisor and the team members in customer consulting, including by preparing and preparing customer visits, preparing and compiling customer documents and creating presentations Editing customer-related standard processes (e.g. account openings, balances, mutations), preparing customer documents (account opening documents, VV contracts, balance letters to other banks, etc.), forwarding the required documents, monitoring the cash receipt Ensure internal management, including the commissioning and control of external service providers and the procurement and management of work material General correspondence with customers and partner banks, e.g. by the daily processing of the mailing and mailing output Organisation and follow-up of missions and events (service travel and hosting accounts) Granting of information on financial instruments, structured deposits, securities services or side services to customers performing all assigned activities in compliance with all relevant legal, supervisory and internal regulations (e.g. regulatory requirements, organisational manuals/ instructions and work instructions)

Successfully completed bank-specific training or economic studies First professional experience in private banking or first knowledge of banking processes, structures and systems Fun and joy in contact with customers, interested parties and cooperation partners

Occupational pension Food aid Job ticket Jobrad EGYM Well Pass Wide range of training 30 days holiday p.a. Childcare allowance Social events Benefits for employees Flexible working time models Benefits may vary according to location and employment relationship. .