# Private Customer Consultant

**Company**: Deutsche Bank
**Location**: Schkeuditz
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Schkeuditz-Frankfurter-Str-2/Senior-Experte-Vorsorge--d-m-w--Beratungscenter-Privatkunden--Schkeuditz_R0457145?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/private-customer-consultant-d85da4c2-8b3/

## Description

In our private customer consulting centres across Germany, we combine modern, digital, and hybrid working environments with personalised advice for our customers.

As a Private Customer Consultant, you will advise our private customers according to their needs through digital media (telephone, video consultation, co-browsing, and email) on topics such as accounts, service, personal loans, and precautionary products.

Your responsibilities:

- Provide demand-driven advice to private customers through digital channels

- Take responsibility for a pool of customers with your experience and seniority, acquire new customers for the digital, omnichannel private customer segment, and continuously develop customer relationships

- Identify needs through the use of standardised consulting processes and refer customers to specialised areas outside your own competence

- Convincingly arrange telephone appointments and conduct high-quality, goal-oriented consulting conversations

- Actively contribute to the team, promote the consulting performance of your colleagues, and pass on your expertise in a motivating way

- Support RBC executives in the induction of new employees and take on deputy tasks in daily control

Requirements:

- Banking merchant training or comparable qualification, certified as an investment advisor, and able to provide evidence through a suitable document

- Specialised expertise in digital consulting and sales of personal loans (including hedging) and precautionary products, supplemented by comprehensive knowledge of the entire private customer product range

- Professional use of digital media (telephony, video consultation, screen sharing) and secure, efficient use of the omnichannel-enabled workstation

- In-depth competence in personal loans, IDD-certified, and reliable fulfilment of all regulatory requirements and quality standards in credit and precautionary business

- Profound know-how in financing and precautionary areas, continuously developing your specialist, sales, process, and digitalisation knowledge

- Confident, routine, friendly, and competent demeanour, with pronounced sales skills and convincing customer orientation

- Openness to new technologies and use of digital applications, including AI-supported tools, to support your daily work

Benefits:

- Emotional balance: offers such as counselling in difficult life situations and offers to promote mental health

- Physical fitness: offers such as extensive check-up examinations, vaccination offers, and counselling on healthy living

- Social networking: offers such as support through the pme family service, fitness centre job, flexible working time models, and an extensive culture of diversity, equal opportunities, and participation

- Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle, or Germany ticket

For more fresh new jobs, check out [yubhub.co](https://yubhub.co/).

## Skills

### Required
- banking
- investment advice
- digital consulting
- personal loans
- precautionary products
- telephony
- video consultation
- screen sharing
- omnicanal-enabled workstation

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Schkeuditz-Frankfurter-Str-2/Senior-Experte-Vorsorge--d-m-w--Beratungscenter-Privatkunden--Schkeuditz_R0457145?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)