Sales Assistant
Private Wealth Management
With more than 88,000 client relationships and assets under management of Euro 171 billion, Deutsche Bank Private Wealth Management (PWM) is one of the world's leading players in the wealth management space. We advise our sophisticated client base in our core competencies of discretionary portfolio management and strategic asset allocation, across all asset classes, including alternative investments. In addition, we cover inheritance, tax and estate planning, art, philanthropic activities, family office solutions and serve financial intermediaries. More than 4,100 employees who operate from 113 offices across 31 countries around the world.
Sales Assistant/Sales Associate
Act as assistant to Client Advisor (CA), assist sales team in all aspects of daily business (other than investment recommendations or solicitation of clients).
Responsibilities include:
• entering client trade orders
• opening accounts
• processing client requests for wires, checks, etc.
• creating client presentations
• assisting with organization of client events
• administrative duties such as answering phones, travel coordination, expense reports
• backing up for other SA when he/she is out or away from desk
Skills Required:
•college degree preferred
•3-5 years related industry experience
•2-3 years as a sales or registered sales assistant
•series 7 and 63/66 registered
•has strong working knowledge of products presented by CA
•ability to communicate with clients regarding products presented by CA and firm's administrative procedures
•ability to support the CA’s sales activities with minimal oversight
Deutsche Bank is an Equal Opportunity/Affirmative Action (M/F/D/V) employer.
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