Senior Kundenberater Investment (d/m/w) Beratungscenter Privatkunden
Deutsche Bank
Senior Kundenberater (D/M/W)
Gestalte mit uns die Zukunft der digitalen Investmentberatung
Investmentberatung ist deine Leidenschaft? Bei uns kannst du genau das tun, was dich begeistert und gleichzeitig weiterwachsen.
Im RBC Investment der Deutschen Bank arbeitest du an der Schnittstelle zwischen persnlicher Beratung und moderner digitaler Vertriebswelt.
Wir bieten unseren Kunden und Kundinnen einen direkten, flexiblen und ortsunabhngigen Zugang zu professioneller Wertpapierberatung. Egal ob per Telefon oder Video. Du stehst fr erstklassige Beratung, echte Nhe und smarte Lsungen.
Deine Rolle:
Als Senior Kundenberater (d/m/w) bist du zentraler Bestandteil unseres Beratungsteams und trgst dazu bei, unsere Kundinnen und Kunden sicher durch die Welt der Vermgensanlage zu begleiten fachlich berzeugend, verstndlich und stets auf Augenhhe.
Deine Aufgaben:
- Du bertst per Telefon und Video mit klarer Fokussierung auf Investment, Vermgensaufbau und Wertpapierstrategien
- Du begleitest unsere Kunden ganzheitlich bei allen Fragen rund um ihre Vermgenswerte und ffnest ihnen den Zugang zum globalen Investment-Know-how der Deutschen Bank
- Du erkennst Cross-Selling-Potenziale und leitest sie aktiv ber fr eine ganzheitliche Betreuung
- Du arbeitest eng mit anderen Bereichen zusammen (Filialvertrieb, Remote Banking, Vertriebspartner, u. v. m.) und strkst damit unseren Omnikanal-Ansatz
Was du mitbringst:
- Eine abgeschlossene Bankausbildung, Ausbildung in der Versicherungsbranche oder ein wirtschaftswissenschaftliches Studium
- AnsFuG-Berechtigung sowie mehrjhrige Erfahrungen in der Abwicklung von Wertpapiergeschften
- Vertiefende Kenntnisse in der Investmentberatung sowie ein sehr gutes Verstndnis des Wertpapiergeschfts ber verschiedene Risikoklassen hinweg
- Ausgeprgte vertriebliche Strke und echtes Interesse daran, Menschen bei Finanzentscheidungen kompetent zu begleiten
- Sicheres, professionelles und freundliches Auftreten auch in digitalen Gesprchssituationen
Warum wir?
- Arbeiten am Puls der Zeit
- Flexibilitt, die zu deinem Leben passt
- Eine Rolle mit echtem Impact
- Arbeiten mit starkem Netzwerk
- Wachstum, Verantwortung und Teamspirit
Was wir bieten:
Wir bieten dir eine breite Palette von Leistungen, die all deine beruflichen und persnlichen Bedrfnisse abdecken.
Emotional ausgeglichen
Krperlich fit
Sozial vernetzt
Finanziell abgesichert
Die Stelle wird in Voll- und in Teilzeit angeboten.
Da die Benefits je nach Standort geringfgig variieren knnen, wende dich bei konkreten Fragen gerne an deinen Recruiter oder deine Recruiterin.
Bei Fragen zum Rekrutierungsprozess steht dir Julia Lotze gerne zur Verfgung.
Deutsche Bank$170k - $220k
...A global sovereign wealth fund is seeking an AVP for Investment Tax in New York to support tax strategies for investments in the Americas. The role requires at least eight years of tax experience, particularly in international and M&A contexts, along with strong analytical...SeniorRemote workFlexible hours$124k - $155k
...Nuveen in New York is looking for a Portfolio Manager, Private Asset Management to oversee investment portfolios for high net worth clients. This role requires direct interaction with clients and implementation of asset allocation strategies informed by market conditions...Senior- ...role requires over 5 years of relevant experience, strong leadership and analytical skills. Responsibilities include generating investment ideas, coordinating trading activities, and management of projects to improve trading efficiency. The successful candidate will thrive...Senior
- ...TOIGO Foundation in New York City is seeking an experienced Program/Project Manager to lead specialty finance funds and investment platforms. The role includes delivering successful fund launches and operating across internal and external providers while ensuring high...SeniorWork at office3 days per week
- ...A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting...Senior
- AKAM Living Services, Inc. is seeking a Portfolio Property Manager based in New York to oversee a portfolio of high-profile condominiums and cooperatives. The role demands a seasoned property management professional with leadership skills, adept at maintaining operational...Senior
$150k - $185k
...seeking a Portfolio Manager and Trader to join the Fixed Income Separately Managed Account Team. The role involves managing U.S. investment-grade fixed income SMAs, collaborating with various teams, and ensuring compliance with investment strategies. Candidates should...Senior- ...Initio Capital is looking for Certified Investment Quality Reviewers to engage in independent contractor roles. You will evaluate investment quality materials and support investors in making informed decisions. This role offers immediate earning potential based on your...SeniorFor contractorsImmediate start
- ...A Global, Prestigious Investment Firm is seeking an experienced Executive Assistant/Investment Coordinator. The role involves providing administrative support to senior executives, managing complex calendars, and leading the coordination of investment processes. Ideal...Senior
- ...Goldman Sachs Bank AG seeks a Vice President in New York to lead the Securitized investment team specializing in Agency Mortgages. The role demands at least 5 years of experience in Agency MBS, risk decision-making, and exceptional communication skills to drive investment...Senior
- ...Zoetis Spain SL is looking for a Sr. Analyst in Investor Relations based in Parsippany, NJ, to support company engagement with the investment community. This role involves developing key investor materials, maintaining IR databases, and providing analytics on stock...Senior
- ...experience in high yield and leveraged loans, focusing on specific industries. Responsibilities include conducting bond research, making investment recommendations, and maintaining financial models. Join a leading team in corporate credit, driving innovation in a dynamic...Senior
$225k - $250k
...Group L.P. is looking for a Principal for their Credit Team in New York. This role involves leading the sourcing and underwriting of investments, including high-yield bonds and leveraged loans. Candidates should have over 5 years of experience in fields such as investment...Senior$175k - $200k
...Insight Investment Group is looking for a Portfolio Manager to join its Structured Credit team in New York. The ideal candidate should possess structured finance experience, strong skills in Excel, Intex, and Bloomberg, and a background in mathematics, finance, or economics...Senior- ...services firm in New York is seeking an experienced Sr. Fixed Income Credit Analyst to evaluate fixed income securities and provide investment recommendations. This role involves analyzing financial structures and sector dynamics while collaborating with traders and...Senior
$200k - $250k
...NTT Global Data Centers Americas, Inc. is seeking a Senior Global Legal Counsel with 6-9 years of experience to support investment initiatives and real estate transactions globally. The role involves drafting and negotiating agreements, advising on global investment issues...SeniorRemote work- ...Liberty Mutual Insurance is seeking a Senior Counsel and Director for Capital Solutions in New York, NY. This pivotal role requires driving legal support for complex investment transactions, emphasizing legal excellence and stakeholder management. Major responsibilities...Senior
- ...Muzinich & Co in New York is looking for an experienced High Yield Credit Analyst to join their investment team. The role requires 5-10 years of experience in high-yield investing with responsibilities including conducting market research, leading analysis across industries...Senior
- ...A leading global trading and investment firm is seeking an experienced Portfolio Manager specializing in Equity Long/Short strategies. This role involves managing capital allocation, conducting market research, and implementing stringent risk management alongside a collaborative...Senior
$200k - $250k
...Virtus Investment Partners, Inc is seeking an experienced Emerging Markets Sovereign Debt Portfolio Manager to join its investment team in New York City. This senior role involves managing hard currency sovereign debt portfolios while contributing to asset allocation...Senior$150k - $185k
...and Trader for their Fixed Income Separately Managed Account Team in New York. This role involves managing and trading taxable US investment grade fixed income SMAs while overseeing various investment mandates. Candidates should have 5–7+ years of experience in asset...Senior$190.5k - $297.4k
...Bank of Montreal is seeking a Senior Legal Advisor based in New York City. This role involves managing legal advice for investment banking, complying with regulatory requirements, and problem-solving complex legal issues. Candidates should have a degree in law and typically...Senior- ...VC Stack in New York seeks an investment professional to support the co-investment strategy, focusing on diverse company investing. This role involves evaluating investment opportunities, monitoring the portfolio, and collaborating with various teams. The ideal candidate...Senior
$200k - $250k
...This role requires a minimum of 10 years in emerging markets fixed income and includes responsibilities in portfolio management, investment research, and risk management. The ideal candidate will have a strong track record in portfolio management, technical expertise in...Senior$200k - $250k
...A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 10-15 years of relevant experience, particularly in tax...Senior$114.73k - $155.22k
...A financial services firm is looking for a senior Lending Manager to lead the strategy and execution of advisor lending programs. The role requires 8+ years of relevant experience and a Bachelor's degree in Finance or related fields. Responsibilities include overseeing...Senior$70k
...services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience, strong analytical...Senior- ...A leading investment bank in New York seeks an experienced portfolio manager for Agency Mortgages. This role requires over 5 years of experience in Agency MBS with a focus on generating investment ideas, coordinating trading activities, and strong analytical skills. The...Senior
$125k - $290k
...Team. This role involves the oversight and management of ETF portfolios, including rebalancing, cash management, and developing new investment strategies. The ideal candidate will have a bachelor's degree and 5-6 years of relevant experience in portfolio management....Senior- ...Ternus, Inc in the United States is seeking a Senior Account Executive to drive growth in Business Purpose Lending. The ideal candidate... ...to a cutting-edge platform designed to enhance productivity and success in the fast-paced investment lending market. #J-18808-Ljbffr...SeniorRemote work
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