# Private Customer Consultant

**Company**: Deutsche Bank
**Location**: Munchen, Klaus-Mann-Platz 1
**Work arrangement**: hybrid
**Experience**: senior
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Munchen-Klaus-Mann-Platz-1/Senior-Experte-Vorsorge--d-m-w---Beratungscenter-Privatkunden--Mnchen_R0439834?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_98739c3a-39d

## Description

In our private customer centres in Germany, we combine modern, digital, and hybrid work environments with personal advice for our customers.

We are looking for a Private Customer Consultant to join our team in Munchen, Klaus-Mann-Platz 1.

**Your Tasks**

- You will advise our private customers according to their needs through digital media (phone, video consultation, co-browsing, and email) on topics such as accounts, service, personal loans, and precautionary products.

- You will be responsible for managing a pool of customers with your experience and seniority, acquiring new customers for the digital, omnichannel private customer segment, and continuously developing customer relationships.

- You will identify needs through the use of standardized consulting processes (e.g., financial check) and refer customers to specialized areas for topics outside your own competence.

- You will convince customers when scheduling phone appointments and conduct high-quality, goal-oriented consulting conversations.

- You will actively contribute to the team, promote your colleagues' consulting performance, and motivate them with your expertise.

- You will support RBC executives in the induction of new employees and take on deputy tasks in daily control.

**Your Skills and Experience**

- You have completed a banking-related education or equivalent qualification and hold a certified certificate as an investment advisor, which you can prove with a suitable document.

- You have particular expertise in digital consulting and sales of personal loans (including security) and precautionary products, complemented by comprehensive knowledge of the entire private customer product range.

- You master the professional use of digital media (telephony, video consulting, screen sharing) and safely and efficiently use the possibilities of the omnichannel-capable workstation.

- You have profound competence in personal loans, are IDD-certified, and reliably fulfill all regulatory requirements and quality standards in credit and precautionary business.

- You possess in-depth know-how in financing and precautionary areas and continuously develop your specialist, sales, process, and digitalization knowledge.

- You appear confident, routine, friendly, and competent, and you also have pronounced sales skills and convince through high customer orientation.

**What We Offer**

- 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 advice on healthy living.

- Social networking: Offers such as support through the pme family service, the Job fitness center, flexible working time models, and a comprehensive culture of diversity, equal opportunities, and participation.

- Financial security: Offers such as contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket.

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

## Skills

### Required
- banking
- investment advice
- digital media
- personal loans
- precautionary products
- IDD certification

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Munchen-Klaus-Mann-Platz-1/Senior-Experte-Vorsorge--d-m-w---Beratungscenter-Privatkunden--Mnchen_R0439834?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)