# Senior Customer Consultant

**Company**: Deutsche Bank
**Location**: Berlin, Ernst-Reuter-Platz
**Work arrangement**: hybrid
**Experience**: senior
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Berlin-W-Ernst-Reuter-Platz/Senior-Kundenberater-Investment--d-m-w--Beratungscenter-Privatkunden_R0436730?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_db48336b-8d0

## Description

Join us in shaping the future of digital investment advice at RBC Investment within Deutsche Bank. As a Senior Customer Consultant, you will be part of our advisory team, helping clients navigate the world of asset investment with expertise and clarity.

Your tasks:

- Provide investment advice via phone and video, focusing on investments, wealth building, and securities strategies

- Offer holistic support to clients with questions about their assets, giving them access to the bank's global investment expertise

- Identify cross-selling opportunities and actively pursue them for comprehensive client care

- Collaborate closely with other departments, such as branch sales, remote banking, and distribution partners, enhancing our omnichannel approach

Requirements:

- Completed banking training, insurance industry training, or a business economics degree

- AnsFuG authorization and several years of experience in processing securities transactions

- In-depth knowledge of investment advice and a strong understanding of securities trading across various risk classes

- Strong sales skills and genuine interest in supporting people with financial decisions competently

- Confident, professional, and friendly demeanor, even in digital conversation situations

Why work with us?

- Work at the forefront of modern digital distribution worlds meeting personal advice

- Enjoy flexibility that suits your life with location-independent advice via phone and video

- Have a role with real impact as a trusted advisor for wealth building, securities strategies, and complex financial decisions

- Benefit from close collaboration with branch sales, remote banking, and other partners, offering diverse insights and development opportunities

- Contribute to growth, take on responsibility, and foster team spirit, with continuous personal and professional development

Benefits:

- Comprehensive support for physical and mental well-being

- Financial security through contribution plans for retirement, employee bank services, company bike, or Germany ticket

- Flexible working hours, including part-time and hybrid work options

- Culture promoting diversity, equal opportunities, and participation

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

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## Skills

### Required
- banking
- investment advice
- securities trading
- sales
- communication

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Berlin-W-Ernst-Reuter-Platz/Senior-Kundenberater-Investment--d-m-w--Beratungscenter-Privatkunden_R0436730?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)