Investment Advisor – Private Customer Advisory Center

Responsibilities

• You advise clients by phone and video with a clear focus on investments, wealth accumulation, and securities strategies.
• You provide holistic support to clients on all matters related to their assets and give them access to Deutsche Bank's global investment expertise.
• You identify cross-selling opportunities and actively refer them to the appropriate teams.
• You collaborate closely with other departments, strengthening our omnichannel approach.

Requirements

• Completed vocational training in banking.
• Qualification in the insurance sector or a degree in economics/business administration.
• AnsFuG authorization preferred, plus initial experience in processing securities transactions.
• Knowledge of investment advisory and a basic understanding of the securities business across different risk classes.
• Strong sales orientation and a genuine interest in competently guiding people through financial decisions.
• Professional and friendly demeanor — including in digital communication settings.

Core Competencies

Demonstrates expertise in investment advisory and securities strategies, with a strong focus on client engagement and cross-selling opportunities. Possesses a solid foundation in banking and economics, complemented by effective communication skills in both traditional and digital formats.