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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
Vacancy posted 4 days ago
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