Senior Experte Wertpapiere (d/m/w) Beratungscenter Privatkunden, Essen, Köln, Wuppertal

Deutsche Bank Group

Essen, Germany
Not specified; not specified; benefits include fle...
Hybrid
Banking apprenticeship or equivalent qualification
Multi-year sales experience in wealth management
Ansfug authorization for securities trading
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 digital media including telephone, video counseling, and screen sharing for professional client interactions.
  • The position offers flexible working hours, job security, and comprehensive benefits covering mental health, physical fitness, and financial 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; Benefits include flexible working models, health checks, and retirement plans

Skills & Requirements

Must-have

  • Banking apprenticeship or equivalent qualification
  • Multi-year sales experience in wealth management
  • AnsFuG authorization for securities trading
  • IDD certification for insurance and pension products
  • Expertise in digital omni-channel advisory methods

Nice-to-have

  • Sovereign and friendly demeanor in complex situations
  • Strong team collaboration and communication skills
  • Experience mentoring new employees
  • Deep knowledge of various risk classes
  • Commitment to modern hybrid work culture

Key Requirements

  • Banking apprenticeship or comparable qualification
  • AnsFuG authorization required
  • IDD certification mandatory
  • Several years of sales experience
  • Regulatory compliance expertise

Work Rights

Not specified

Tailored Resume

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