Berater Investment (d/m/w) Beratungscenter Privatkunden - Berlin, Schkeuditz, Essen
Deutsche Bank · BE, DE
3 days agoImpress employers and recruiters.
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About the Role
As a Customer Advisor (d/m/w) at RBC Investment, 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 provide investment advice via phone and video, support clients with their assets, identify cross-selling opportunities, and collaborate with various departments to enhance 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, insurance industry apprenticeship, or a degree in economics.
- Preferred AnsFuG qualification and initial experience in processing securities transactions.
- Knowledge of investment advisory services and a fundamental understanding of securities business across various risk classes.
- Sales strength and genuine interest in competently guiding individuals through financial decisions.
- Professional and friendly demeanor, including in digital communication settings.
- Openness to new technologies and utilization of digital applications, including AI-powered tools, for daily work, with responsible handling of data and information.
Skills
- Investment advisory
- Wealth building
- Securities strategies
- Digital sales
- Omnichannel approach
- AI-powered tools
Location
- Remote
- Hybrid
Work Type
- Full-time
- Part-time
Experience Level
- Entry-level
- Mid-level
Education Level
- Apprenticeship in Banking
- Apprenticeship in Insurance
- Economics Degree
Benefits
- Support for emotional well-being, including counseling and mental health promotion.
- Support for physical fitness, including check-ups, vaccinations, and healthy lifestyle advice.
- Social networking opportunities, including family service support, fitness center access, flexible working hours, and diversity/inclusion programs.
- Financial security, including retirement plans, employee banking services, company bicycle options, Deutschlandticket, and exclusive employee conditions.
- Flexible working time models (e.g., part-time, job tandem, hybrid working).
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.