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Deutsche Bank

Finances businesses and manages personal wealth

Investment Advisory Specialist

Retail & Commercial BankingUpdated on Nov 11
Full-time

About the Job

Requirements

  • Completed commercial vocational training, ideally as a bank clerk, or several years of professional experience, preferably in customer consulting or sales.
  • Sales orientation and interest in financial topics and economic relationships, with the ability to identify customer needs and use advisory opportunities; applicants from other fields are also considered if they enjoy working with people and have an interest in consulting and sales.
  • EU Insurance Mediation Directive (EU-VRR) certificate of competence and confidence using digital applications, or the ability to learn new systems quickly.
  • Customer and service orientation, initiative, and the ability to contribute to teamwork.
  • Resilience, reliable and professional work practices, and willingness to adapt to changing conditions and new technologies.
  • Business-fluent German; other languages are welcome but not required.
  • Ability to use AI-enabled applications and digital tools to prepare, conduct, and follow up on customer activities, critically evaluate AI results, act responsibly, and handle data securely.

Responsibilities

  • Advise customers independently and according to their needs on financial products, and take responsibility for supporting customers at the branch.
  • Identify and use cross-selling opportunities beyond the employee’s own product range.
  • Use the provided advisory tools and apply relevant requirements in customer interactions to maintain high advisory and service quality.
  • Build and continuously develop customer relationships through in-person and telephone contact, and handle customer inquiries and sales leads.
  • Organize the workday independently, arrange appointments with the customer portfolio, and carry out pre-sales and after-sales activities.
  • Work with branch colleagues and specialist advisory teams to identify further advisory opportunities and contribute to achieving sales targets.

Desired Qualifications

  • Bank-clerk vocational training.
  • Professional experience in customer consulting or sales.
  • Additional language skills.

About the Company

Deutsche Bank

Finances businesses and manages personal wealth

Deutsche Bank finances companies, governments and individuals through a global banking network rooted in Germany and spanning major financial markets. Its investment bank focuses on bonds and currencies, alongside advice on mergers and raising capital, while its private bank handles household banking and wealth management. Businesses use its cash management, trade finance and lending services to move money and fund operations, and the group manages investment funds through DWS. It earns money from loan interest, transaction and investment fees, and trading activity. Deutsche Bank traces its founding to 1870 and is headquartered in Frankfurt am Main, Germany.

Company size
10,001+
Company stage
IPO
Headquarters
Frankfurt, Germany
Founded
1870

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