Senior Berater (d/m/w) Personal Banking Vermögensaufbau & Vorsorge

Deutsche Bank

Not specified; not specified; flexible working mod...
Hybrid
Abschlussorientierte beratung
Vermögensaufbau und vorsorge
Terminvereinbarung und vertrieb
The role is responsible for closing-oriented advisory services focused on wealth building and retirement planning for private banking clients

Job Summary

  • The role is responsible for closing-oriented advisory services focused on wealth building and retirement planning for private banking clients.
  • Candidates must possess specific certifications including AnsFuG for investments and IDD for insurance products to ensure quality standards.
  • The position offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

The role is responsible for closing-oriented advisory services focused on wealth building and retirement planning for private banking clients.

Salary

Not specified; Not specified; Flexible working models and employee benefits included

Skills & Requirements

Must-have

  • abschlussorientierte Beratung
  • Vermögensaufbau und Vorsorge
  • Terminvereinbarung und Vertrieb
  • Investment-Produkte Beratung
  • Digitalisierung im Personal Banking

Nice-to-have

  • Motivation und Weitergabe von Fachwissen
  • Souveränes Auftreten gegenüber Kunden
  • Eigene Kompetenz für Persönliche Kredite

Key Requirements

  • Ausbildung zur Bankkauffrau/zum Bankkaufmann
  • AnsFuG-Zertifizierung (Anlageberatung)
  • IDD-Zertifizierung (Versicherungsvertrieb)

Work Rights

Not specified

Tailored Resume

Cover Letter