D

Deutsche Bank

Finances businesses and manages personal wealth

Advisor - Beratungscenter Privatkunden

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCologne, GermanyNo salary listedIn-person

About the Job

Requirements

  • Have completed bank-related vocational training or possess an equivalent qualification.
  • Have good knowledge of the product range for private customers.
  • Have sales skills and enjoy interacting with customers.
  • Be open and communicative and enjoy working in teams.
  • Be willing to learn and motivated to continually develop professional knowledge.
  • Be experienced in using PCs and software applications.
  • Use AI-supported applications and digital tools purposefully to prepare, conduct, and follow up customer activities; critically assess AI outputs, handle data securely, and remain open to new technologies.

Responsibilities

  • Advise private customers according to their needs through digital channels, including telephone, video consultation, co-browsing, and email, on accounts, service matters, personal loans, and retirement and other provision products.
  • Work with the team and use experience and seniority to manage a customer portfolio, attract customers to the digital omnichannel private-customer segment, and continuously develop customer relationships.
  • Identify customer needs using standardized advisory processes, such as FinanzCheck, and refer customers to specialist areas when their needs fall outside the advisor's expertise.
  • Arrange appointments by telephone and conduct high-quality, closing-oriented advisory conversations.
  • Contribute actively to the team, support colleagues' advisory performance, and share professional knowledge.
  • Support RBC managers with onboarding new employees and take on deputy duties in daily operations management.

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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