Senior Experte Investment (d/m/w) Beratungscenter Privatkunden, Wuppertal
Core
Senior investment expert providing digital and hybrid advisory services for private banking customers, focusing on consumer finance, securities, and digital onboarding.
Role type
Senior IC investment advisor (private banking)
Builds
Digital advisory solutions and sales of consumer finance and securities products for Deutsche Bank's private customer segment
Domain
Banking / Private Banking / Consumer Finance
Deliverable
client delivery
Required skills
Consumer finance expertise, securities product knowledge, digital advisory proficiency, sales skills, regulatory compliance (IDD, AnsFuG), customer acquisition
Preferred skills
Experience with omnichannel digital services, team mentoring, process optimization
Technologies
Telephony, video consultation, screen sharing, online/mobile banking platforms, standard advisory processes (e.g., FinanzCheck)
Responsibilities
Advise customers via digital channels on accounts, services, and digitalization; sell personal loans and securities products; acquire customers for digital banking segments; onboard customers to digital services; mentor colleagues
Seniority
Senior, hands-on IC