Kundenberater (d/m/w) Regionales Beratungscenter Investment
Core
You provide direct, flexible, and location-independent investment advice to clients via phone and video, guiding them through asset management and securities strategies.
Role type
Senior IC investment advisor (remote)
Builds
Professional securities advice and asset building solutions for Deutsche Bank clients
Domain
Banking / Investment Management
Deliverable
client delivery
Required skills
Investment advisory, securities business knowledge, cross-selling, sales strength, professional communication
Preferred skills
AnsFuG authorization, experience in securities transaction processing
Technologies
Phone, Video conferencing tools
Responsibilities
Advise clients on investment and asset building via phone and video, identify and lead cross-selling opportunities, collaborate with branch sales and remote banking partners
Seniority
Mid-level, hands-on IC