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

Deutsche Bank

Hamburg, Germany
Hybrid
Client advisory and sales
Investment potential development
Digital services promotion
In your role, you will be responsible for advising clients on wealth building and retirement planning, as well as other personal banking products

Job Summary

  • In your role, you will be responsible for advising clients on wealth building and retirement planning, as well as other personal banking products.
  • You will actively engage clients to identify needs, close deals, or refer them to specialists, while also promoting digital services.
  • The bank offers comprehensive benefits covering professional and personal needs, including emotional, physical, social, and financial well-being.

Matching Summary

In your role, you will be responsible for advising clients on wealth building and retirement planning, as well as other personal banking products.

Skills & Requirements

Must-have

  • Client advisory and sales
  • Investment potential development
  • Digital services promotion
  • Team motivation and knowledge sharing

Nice-to-have

  • Proactive initiative and collaboration
  • Commercial thinking and responsibility
  • Empowered to excel daily
  • Positive attitude and resilience

Key Requirements

  • Bankkauffrau/Bankkaufmann qualification
  • AnsFuG-Zertifizierung for wealth building
  • IDD-Zertifizierung for retirement planning
  • Personal loan expertise desirable

Work Rights

Not specified

Tailored Resume

Cover Letter