Senior Experte Investment (d/m/w) Beratungscenter Privatkunden

Deutsche Bank Group

Germany
Not specified; not specified; comprehensive benefi...
Hybrid
Multi-year sales experience in banking
Expertise in securities and investment products
Ansfug authorization for financial advice
The role involves advising a customer portfolio with a focus on the digital, omni-channel private banking segment and expanding securities business

Job Summary

  • The role involves advising a customer portfolio with a focus on the digital, omni-channel private banking segment and expanding securities business.
  • Candidates are expected to utilize modern digital tools such as video counseling and screen sharing to provide comprehensive financial advice.
  • The position offers flexible working hours, hybrid work models, and comprehensive benefits including mental health support and retirement planning.

Matching Summary

The role involves advising a customer portfolio with a focus on the digital, omni-channel private banking segment and expanding securities business.

Salary

Not specified; Not specified; Comprehensive benefits package including pension plans and company bike included

Skills & Requirements

Must-have

  • Multi-year sales experience in banking
  • Expertise in securities and investment products
  • AnsFuG authorization for financial advice
  • IDD certification for insurance distribution
  • Digital advisory skills via video and screen sharing
  • Knowledge of risk classes in investment business

Nice-to-have

  • Strong team collaboration and mentoring abilities
  • Sovereign and friendly customer interaction style
  • Experience with omni-channel work environments
  • Ability to support onboarding of new staff

Key Requirements

  • Banking commercial training or equivalent qualification
  • AnsFuG authorization required
  • IDD certification required
  • Several years of sales experience
  • Deep knowledge of risk classes

Work Rights

Not specified

Tailored Resume

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