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From the employer's careers site First seen 3 Nov 2026

Private Customer Consultant

The employer hasn't listed a salary.

Apply on Deutsche Bank

Description

We are seeking a Private Customer Consultant to join our team in Wuppertal. As a consultant, you will work in our advisory centres, connecting modern, digital, and hybrid work environments with personal customer advice.

Your tasks will include:

  • Providing demand-driven advice to customers via digital media (telephone, video consultation, co-browsing, and email) on topics such as accounts, service, digitalisation, and exploiting the entire standardised product range for our customers.
  • Your expertise lies in digital consulting and sales of personal loans (including insurance) as well as securities products, complemented by your knowledge of the entire private customer product range.
  • You have excellent telephone appointment-making skills and are experienced in conclusion-oriented customer consulting.
  • You contribute significantly to the team's success with your pronounced sales and communication skills and complement them with your ambition.
  • You promote the consulting performance of the team through motivation and sharing your specialist knowledge with colleagues.

Requirements:

  • You have experience in advising customers in a team with a focus on developing customers for the digital, omnichannel-supported private customer segment.
  • You are responsible for intensive and demand-driven consulting, sales via digital media of banking products, and especially consulting-intensive products such as consumer financing and securities products.
  • You actively approach customers on digital services (e.g., online/mobile banking) and request opt-ins.
  • You master the use of digital media (including telephony, video consultation, screen sharing) safely and consistently use all available aids at your omnichannel-capable workstation.
  • You have your own competence for personal loans, are IDD and AnsFuG certified, and meet the requirements for quality in credit and securities business with the associated regulatory requirements and approvals.
  • You awaken customer needs using standardised consulting processes (e.g., financial check) and qualify leads beyond your own competence.
  • You have in-depth knowledge of financing and securities business and continuously develop your specialist, sales, process, and digitalisation know-how.
  • You appear sovereign, routine, competent, and friendly in consulting, have pronounced sales skills, and high customer orientation.

We offer:

  • A wide range of benefits that cover all your professional and personal needs.
  • Emotional balance: offers such as counseling in difficult life situations and offers to promote mental health.
  • Physical fitness: offers such as extensive check-up examinations, vaccination offers, and counseling on healthy living.
  • Social networking: support through pme family service, fitness center job, flexible working time models, and a comprehensive culture of diversity, equal opportunities, and participation.
  • Financial security: the bank secures you financially not only during your active career but also for the future and supports your flexibility and mobility.

The position is offered full-time and part-time.

Skills

Required

  • digital consulting
  • sales
  • communication skills
  • IDD certification
  • AnsFuG certification
  • securities products
  • personal loans
Apply on Deutsche Bank