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About the Role
In the Private Clients Bank division, Deutsche Bank consolidates its expertise in private customer business, operating under the Deutsche Bank and Postbank brands as the market leader in Germany. This division offers a global network, serving high-net-worth clients worldwide, as well as private customers and small to medium-sized enterprises. We aim to be the undisputed, leading private client bank in Germany, leveraging our strong market position, high-quality employees, and broad service portfolio for further growth. We also enhance collaboration with our corporate bank to serve entrepreneurs both personally and professionally. For exceptionally wealthy clients, we operate under the market-leading brand, Deutsche Bank Wealth Management. We strive for a "Culture of Excellence."
Responsibilities
- Advise and manage a dedicated client portfolio within the Wealth Management segment.
- Conduct structured strategy discussions to identify and capitalize on client needs and potentials.
- Provide advice on simple client needs and escalate complex cases to experienced Wealth Management advisors or specialists.
- Offer comprehensive investment advice covering all Wealth Management products and services.
- Utilize sales skills to successfully close deals for simple client needs or refer clients for complex consultations.
- Provide holistic advice, adhering to regulatory requirements for securities business.
- Conduct structured strategy discussions using available tools, processes, and resources.
- Develop client advisory skills through regular exchange and close collaboration with experienced team members, including tandem discussions.
- Maintain personal client relationships to foster long-term client loyalty.
Requirements
- Completed training as a bank clerk (Bankkauffrau/Bankkaufmann).
- Further training and/or a degree are desirable.
- Advisory experience in the private client sector.
- Comprehensive knowledge of MiFID-compliant advisory processes and product spectrum.
- Sound knowledge of investments, including financial market developments.
- Experience in appointment scheduling to maximize client potential.
- High level of customer and service orientation.
- Confident, competent, and friendly demeanor towards clients.
- Enjoy working in a team.
- Demonstrate initiative and assertiveness.
Skills
- Investment advice
- Sales
- Client relationship management
- Financial market analysis
- Appointment scheduling
- Teamwork
- Initiative
- Assertiveness
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid working
Experience Level
- Advisory experience in the private client sector
Education Level
- Training as a bank clerk
- Further training and/or a degree are desirable
Benefits
- Offers covering professional and personal needs.
- Support for mental health and difficult life situations.
- Offers for maintaining personal health.
- Extensive check-up examinations.
- Vaccination offers.
- Advice on healthy living.
- Support through pme Familienservice.
- FitnessCenter Job.
- Flexible working time models (e.g., part-time, job tandem, hybrid working).
- Extensive culture of diversity, equal opportunities, and participation.
- Contribution plans for retirement provision.
- Bank services for employees.
- Company bicycle.
- Deutschlandticket.
About the Company
- Deutsche Bank is Germany's leading bank with a global network, firmly rooted in Europe.
- 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.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.