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About the Role

As a Senior Customer Advisor (d/m/w) in RBC Investment at Deutsche Bank, you will be a key part of our advisory team, guiding clients through the world of asset management with expertise, clarity, and a focus on partnership. You will advise clients via phone and video, focusing on investments, wealth building, and securities strategies, providing holistic support for their assets and access to global investment knowledge. You will also identify and pursue cross-selling opportunities and collaborate closely with other departments to strengthen our omnichannel approach.

Responsibilities

Advise clients via phone and video with a clear focus on investment, wealth building, and securities strategies.
Holistically support clients with all questions regarding their assets and provide access to Deutsche Bank's global investment expertise.
Identify and actively pursue cross-selling potentials for comprehensive client support.
Collaborate closely with other departments (branch sales, remote banking, sales partners, etc.) to strengthen our omnichannel approach.

Requirements

Completed banking apprenticeship, apprenticeship in the insurance industry, or a degree in economics.
AnsFuG authorization and several years of experience in processing securities transactions.
In-depth knowledge of investment advisory services and a very good understanding of securities business across various risk classes.
Strong sales skills and a genuine interest in competently guiding people through financial decisions.
Confident, professional, and friendly demeanor, even in digital communication settings.

Skills

Investment advisory
Wealth building
Securities strategies
Cross-selling
Omnichannel approach
Sales
Financial decision guidance
Digital communication

Location

Remote
Hybrid

Work Type

Full-time
Part-time

Experience Level

Senior
Several years of experience

Education Level

Completed banking apprenticeship
Apprenticeship in the insurance industry
Degree in economics

Benefits

Support for difficult life situations
Offers for promoting mental health
Offers for maintaining personal health
Extensive check-up examinations
Vaccination offers
Advice on healthy living
Support from pme Familienservice
Job FitnessCenter
Flexible working time models (e.g., part-time, job tandem, hybrid working)
Comprehensive culture of diversity, equal opportunity, and participation
Contribution plans for retirement provision
Banking services for employees
Company bicycle
Deutschlandticket

About the Company

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.