# Private Banking Advisor

**Company**: Deutsche Bank
**Location**: Regensburg
**Work arrangement**: onsite
**Experience**: senior
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Regensburg-Maximilianstrae-9/Senior-Berater-Portfolioberatung--d-m-w-_R0436488?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_bad99224-00f

## Description

We are seeking a Private Banking Advisor to join our team in Regensburg, Maximilianstraße 9. As a Private Banking Advisor, you will be responsible for managing a portfolio of clients with complex investment needs. Your primary goal will be to provide excellent customer service, develop and implement customized investment strategies, and identify new business opportunities.

**Key Responsibilities:**

- Manage a portfolio of clients with intensive investment advisory needs

- Develop and implement customized investment strategies based on the bank's investment process

- Identify cross-selling opportunities and refer them to the Relationship Manager

- Maintain and expand personal relationships with clients

- Ensure compliance with regulatory requirements and quality standards in the securities business

**Requirements:**

- Completed training as a bank clerk or a related field, further education or studies are desirable

- Several years of successful sales experience in the private banking sector

- Comprehensive knowledge of the advisory and product spectrum in the private banking sector

- Strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills

- Proficiency in German, English language skills are beneficial

**What We Offer:**

- A comprehensive range of benefits that cover all your professional and personal needs

- Opportunities for career development and growth

- A dynamic and supportive work environment

- Competitive compensation package

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

## Skills

### Required
- Investment Advisory
- Client Relationship Management
- Financial Planning
- Risk Management
- Regulatory Compliance

### Nice to have
- German
- English

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Regensburg-Maximilianstrae-9/Senior-Berater-Portfolioberatung--d-m-w-_R0436488?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)