Job Description:

In the advisory centers of Private Client Bank Germany, we combine a modern, digital, and hybrid working environment with personal advice for our customers at various locations. We live a contemporary and modern working and advisory world, consistently align ourselves with the needs of our customers, and are thus among the most modern teams in private customer consulting.

Our customers appreciate digital channels as much as personal exchange and expect competent, individual advice on all banking topics. Here you can contribute your strengths and actively shape the future of consulting.

And for that, we are looking for you!

Do you want to enjoy flexible working hours and a secure employment relationship in a great team?

Then come to us!

Your Responsibilities

• You advise our private customers digitally (telephone, video consulting, CoBrowsing, and email) on account, service, personal loans, and retirement products, tailored to their needs.

• With your experience and seniority, you are responsible in the team for managing a customer pool, acquiring customers for the digital, omnichannel private customer segment, and continuously developing customer relationships.

• You identify needs through the use of standardized advisory processes (e.g., FinancialCheck) and competently refer customers to specialist areas for topics outside your own expertise.

• You excel in telephone appointment setting and conduct sales-oriented and high-quality advisory discussions.

• You actively contribute to the team, promote the advisory performance of your colleagues, and motivatingly share your expertise.

• You support the RBC managers in onboarding new employees and take on deputy tasks in daily management.

Your Skills and Experience

• You have a banking apprenticeship or comparable qualification, and you have a certified qualification as an investment advisor and can prove this with a suitable document, or ensure that the certification is completed before starting advisory activities.

• You bring special expertise in digital consulting and in the sale of personal loans (incl. security) and retirement products and complement this with comprehensive knowledge of the entire private customer product range.

• You master the professional use of digital media (telephony, video consulting, screen sharing) and use the possibilities of the omnichannel workplace safely and efficiently.

• You have sound competence in personal loans, are IDD-certified, and reliably meet all regulatory requirements and quality standards in credit and retirement business.

• You possess in-depth know-how in financing and retirement planning and continuously develop your technical, sales, process, and digitalization knowledge.

• You appear confident, experienced, friendly, and competent, you also have pronounced sales skills and convince with a high level of customer orientation.

What we offer

We offer you a wide range of benefits that cover all your professional and personal needs.

• Emotionally balanced A positive attitude helps you master the challenges of everyday life – professionally and privately. Benefit from offers such as advice in difficult life situations and offers to promote your mental health.

• Physically fit With our offers to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. You benefit from extensive check-up examinations, vaccination offers, and advice on healthy living.

• Socially networked Exchanging ideas with others opens up new perspectives, helps you advance professionally and personally, and strengthens your self-confidence and well-being. Benefit from offers such as support from pme Familienservice, the FitnessCenter Job, flexible working time models (e.g., part-time, job tandem, hybrid working) as well as an extensive culture of diversity, equal opportunities, and participation.

• Financially secure The bank secures you financially not only during your active career but also for the future and supports your flexibility and mobility – whether privately or professionally. Benefit from offers such as contribution plans for old-age provision, bank services for employees, company bicycle, or the Deutschlandticket.

As the benefits may vary slightly depending on the location, please contact your recruiter for specific questions.

The position is offered in full-time and part-time.

For questions about the recruitment process, Andrea Lehmann will be happy to help.

Contact Andrea Lehmann: 069/910-47703

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.