DZ PRIVATBANK S.A. | Germany | 70xxx Stuttgart | Permanent position | Full time / Home office | Published since: 27.12.2025 on stepstone.de
Sales Assistant – Private Banking (m|f|d) Stuttgart Branch
We are the Competence Center for Private Banking, as well as a major player in fund services and loans in all currencies within the Cooperative Financial Group Volksbanken Raiffeisenbanken. We specialize 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. Our business model is based on close cooperation with the cooperative finance group and our location presence at the international financial centres Luxembourg, Germany and Switzerland. With assets under management of around EUR 25 billion, we are one of Germany's major asset managers and with a held assets of around EUR 200 billion, we underline our market position as a depositary and fund administrator for third-party fund customers in the German-speaking world. For our customers we combine performance and cooperative values and advance what counts. Security, unity and determination form the basis for strength and success. Values we share with customers, partners and employees and express our responsibility. We. More. At the Stuttgart site, we are looking for a Sales Assistant – Private Banking (m|w|d) for our area Private Banking & LuxCredit. .
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Your tasks • Your profile • What we offer
Ensuring a smooth and high-quality process of administrative processes within the branch Support for internal and external events Independent processing of the private customer business in close cooperation with the relevant consultants and branch managers (e.g. depot account opening, customer reporting, presentations) Administrative support of customer advice, including pre- and post-processing of customer appointments including guest hospitality 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 the area of finance is advantageous Multiannual professional experience in a comparable function, ideally as a private banking sales assistant (m/w/d) Quick conception paired with high analytical capability Service orientation, self-initiative, organisational skills and responsibility awareness and high commitment Sovereign handling of current MS Office applications (in particular Excel, PowerPoint) and presentation techniques
Very responsible and exciting work in a professional environment that requires and promotes you A sustainable perspective in the stable environment of one of the most successful banking groups in Europe, the DZ BANK Group An excellent, customer- and performance-oriented operating climate with professional and competent colleagues Very good development prospects in a dynamic growth company in conjunction with exciting digitalization projects Modern working environments including flexible and mobile work options
Location
 | DZ PRIVATBANK S.A. | |
| 70191 Stuttgart | ||
| Germany |
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