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

Deutsche Bank Group

Germany
Not specified; not specified; benefits include fle...
Hybrid
Banking apprenticeship or equivalent qualification
Multi-year sales advisory experience
Independent securities trading competence
Deutsche Bank Group is seeking a Senior Expert in Securities for its Private Customer Consulting Centers in Germany, focusing on providing individualized advisory services in a hybrid work environment. The ideal candidate will possess extensive experience in securities and investment products, demonstrating strong customer orientation and teamwork skills

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 video counseling and screen sharing for professional and consistent advisory services.
  • The position offers flexible working hours, hybrid work models, and comprehensive benefits covering mental and physical health as well as financial security.

Matching Summary

Match Score: 85

Deutsche Bank Group is seeking a Senior Expert in Securities for its Private Customer Consulting Centers in Germany, focusing on providing individualized advisory services in a hybrid work environment. The ideal candidate will possess extensive experience in securities and investment products, demonstrating strong customer orientation and teamwork skills.

Salary

Not specified; Not specified; Benefits include flexible working models, health check-ups, and pension plans

Skills & Requirements

Must-have

  • Banking apprenticeship or equivalent qualification
  • Multi-year sales advisory experience
  • Independent securities trading competence
  • AnsFuG authorization required
  • IDD certification for insurance products
  • Deep knowledge of risk classes in investments

Nice-to-have

  • Expertise in digital omni-channel advisory
  • Strong team collaboration and mentoring skills
  • Sovereign and friendly customer interaction style
  • Experience with personal loans and credit products

Key Requirements

  • Banking apprenticeship or comparable qualification
  • AnsFuG authorization (German Securities Trading Act)
  • IDD certification for investment advice
  • Several years of sales advisory experience
  • Compliance with regulatory and quality standards

Work Rights

Not specified

Tailored Resume

Cover Letter