Senior Kundenberater (d/m/w) Beratungscenter Investment
Core
Senior investment advisor providing holistic wealth management and securities strategy advice via phone and video to clients.
Role type
Senior IC investment advisor
Builds
Personalized investment strategies and wealth management solutions for Deutsche Bank clients
Domain
Banking / Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Securities trading execution, investment advisory expertise, cross-selling, omnichannel collaboration, professional digital communication
Preferred skills
Financial planning, risk management across asset classes
Technologies
Video conferencing tools, telephone systems, investment management platforms
Responsibilities
Advise clients on investment and asset building via phone and video, guide clients through global investment knowledge, identify and execute cross-selling opportunities, collaborate with branch sales and remote banking teams
Seniority
Senior, hands-on IC