Not specified; not specified; benefits include fle...
Hybrid
Digital banking advisory experience
Personal loans and insurance sales
Omni-channel customer service skills
Deutsche Bank Group is seeking a Senior Expert in Advisory Services for Private Clients to provide personalized digital consultations on banking products, particularly personal loans and retirement planning. The role emphasizes a hybrid work model, flexible hours, and a culture that promotes collaboration, customer orientation, and continuous professional development
Job Summary
The role involves advising private customers on accounts, personal loans, and pension products via digital media such as phone, video, and email.
Candidates are expected to manage a customer pool, identify needs using standardized processes like FinanzCheck, and refer complex cases to specialists.
The position offers flexible working hours, hybrid work models, and comprehensive benefits including mental health support and retirement planning.
Matching Summary
Match Score: 85
Deutsche Bank Group is seeking a Senior Expert in Advisory Services for Private Clients to provide personalized digital consultations on banking products, particularly personal loans and retirement planning. The role emphasizes a hybrid work model, flexible hours, and a culture that promotes collaboration, customer orientation, and continuous professional development.
Salary
Not specified; Not specified; Benefits include flexible hours, health checks, and pension plans
Skills & Requirements
Must-have
Digital banking advisory experience
Personal loans and insurance sales
Omni-channel customer service skills
IDZ certification in financial services
Standardized financial check processes
Nice-to-have
Mentoring junior team members
Hybrid work environment adaptability
Strong relationship building skills
Continuous professional development mindset
Key Requirements
Banking commercial training or equivalent qualification
IDZ certification required for credit and pension business
Proven expertise in digital advisory and sales
Deep knowledge of personal loans and insurance products