Vertriebsassistenz Private Banking (Kundenservice) in Voll- oder Teilzeit (m/w/d)
Core
Sales assistant for private banking providing customer service, managing existing client portfolios, and scheduling appointments for potential clients.
Role type
Sales support specialist (private banking)
Builds
Financial solutions and banking products for healthcare professionals
Domain
Banking / Healthcare
Deliverable
client delivery
Required skills
Appointment scheduling, portfolio management, cross-selling, independent problem solving, credit topic coordination, needs analysis
Preferred skills
Securities and asset management knowledge, interest in healthcare, fluent communication, telephone customer interaction, detail-oriented work
Technologies
Banking software (implied)
Responsibilities
Support customer advisors as first point of contact, proactively schedule meetings with potential clients, resolve customer inquiries independently, identify cross-selling opportunities, coordinate credit topics with the financing sales team
Seniority
Entry-level to Junior