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Deutsche Bank

Finances businesses and manages personal wealth

Bank Advisory Specialist

Retail & Commercial BankingPosted on Nov 11
Full-timePinneberg, GermanyIn-person

About the Job

Requirements

  • A completed commercial vocational qualification, ideally as a bank clerk, or several years of professional experience, preferably in customer consulting or sales.
  • Sales orientation and an interest in financial topics and economic relationships; applicants with experience in other fields are also welcome if they enjoy working with people and are interested in consulting and sales.
  • The EU Insurance Mediation Directive (EU-VRR) certificate of expertise and confident use of digital applications, or the ability to learn new systems quickly.
  • Customer and service orientation, self-motivation and active participation in teamwork.
  • Resilience, a reliable and professional working style, and willingness to adapt to changing conditions and new technologies.
  • Business-fluent German; additional languages are welcome but not required.
  • Ability to use AI-supported applications and digital tools purposefully to prepare, conduct and follow up on customer activities, critically assess AI outputs and handle data securely.

Responsibilities

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

Desired Qualifications

  • Several years of professional experience, preferably in customer consulting or sales, as an alternative to a completed commercial vocational qualification.
  • A bank clerk vocational qualification is preferred.
  • Experience from other occupational fields is welcome when accompanied by an interest in working with people, consulting and 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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