Investment Berater (d/m/w) Remote & Digital Banking
Investment Advisor
Shape the Future of Digital Investment Advisory with Us!
Are you passionate about investment advisory? With us, you can do exactly what excites you while also growing personally and professionally. In the Investment Advisory Center of Deutsche Bank, you will work at the intersection of personal consultation and a modern, digital sales world.
We offer our clients direct, flexible, and location-independent access to professional investment advice by phone or video. You stand for first-class advice, genuine closeness, and smart solutions and shape the future of digital investment advisory with us.
Your Role:
As an Investment Advisor (m/f/d), you are a central part of our advisory team and help guide our clients and customers safely through the world of investment professionally, clearly, and always on an equal footing.
Your Tasks:
• You advise clients by phone and video with a clear focus on investment, wealth building, and investment strategies
• You accompany clients holistically with all questions about their assets and open up access to the global investment know-how of Deutsche Bank
• You recognize cross-selling potentials and actively guide them for holistic care
• You work closely with other areas (branch sales, remote banking, sales partners, etc.) and thus strengthen our omnichannel approach
What You Bring:
• A completed banking education, training in the insurance industry, or a business-related degree
• Preferably AnsFuG qualification and initial experience in the processing of securities transactions
• Knowledge in investment advisory and a basic understanding of the securities business across various risk classes
• Sales strength and a genuine interest in competently accompanying people in financial decisions
• Professional and friendly demeanor also in digital conversation situations
Why Us?
• Working at the Cutting Edge With us, you work where consultation meets the most modern digital sales world. You become part of an area that rethinks investment advisory and actively develops it.
• Flexibility That Fits Your Life Location-independent consultation by phone and video allows you to work efficiently and contemporarily with real customer proximity.
• A Role with Real Impact As an advisor (f/m/d), you are the contact person for wealth building, investment strategies, and complex financial decisions.
• Working with a Strong Network You benefit from close cooperation with branch sales, remote banking, and other partners. This strengthens our omnichannel approach and you gain diverse insights and development opportunities.
• Growth, Responsibility, and Team Spirit You can contribute your own ideas early on and actively help develop the Investment Advisory Center. At the same time, you grow in your tasks and develop professionally and personally. At the same time, you gradually take on more responsibility in the team and help drive common goals forward always with strong cohesion and team spirit!
What We Offer: Benefits & Well-being
The position is offered in full-time and part-time.
Since the benefits may vary slightly depending on the location, please contact your recruiter if you have any specific questions. For questions about the recruitment process, Julia Lotze is available. Contact: +49 0 171-5570161
Apply Now
Apply Now
Shape the Future of Digital Investment Advisory with Us!
Are you passionate about investment advisory? With us, you can do exactly what excites you while also growing personally and professionally. In the Investment Advisory Center of Deutsche Bank, you will work at the intersection of personal consultation and a modern, digital sales world.
We offer our clients direct, flexible, and location-independent access to professional investment advice by phone or video. You stand for first-class advice, genuine closeness, and smart solutions and shape the future of digital investment advisory with us.
Your Role:
As an Investment Advisor (m/f/d), you are a central part of our advisory team and help guide our clients and customers safely through the world of investment professionally, clearly, and always on an equal footing.
Your Tasks:
• You advise clients by phone and video with a clear focus on investment, wealth building, and investment strategies
• You accompany clients holistically with all questions about their assets and open up access to the global investment know-how of Deutsche Bank
• You recognize cross-selling potentials and actively guide them for holistic care
• You work closely with other areas (branch sales, remote banking, sales partners, etc.) and thus strengthen our omnichannel approach
What You Bring:
• A completed banking education, training in the insurance industry, or a business-related degree
• Preferably AnsFuG qualification and initial experience in the processing of securities transactions
• Knowledge in investment advisory and a basic understanding of the securities business across various risk classes
• Sales strength and a genuine interest in competently accompanying people in financial decisions
• Professional and friendly demeanor also in digital conversation situations
Why Us?
• Working at the Cutting Edge With us, you work where consultation meets the most modern digital sales world. You become part of an area that rethinks investment advisory and actively develops it.
• Flexibility That Fits Your Life Location-independent consultation by phone and video allows you to work efficiently and contemporarily with real customer proximity.
• A Role with Real Impact As an advisor (f/m/d), you are the contact person for wealth building, investment strategies, and complex financial decisions.
• Working with a Strong Network You benefit from close cooperation with branch sales, remote banking, and other partners. This strengthens our omnichannel approach and you gain diverse insights and development opportunities.
• Growth, Responsibility, and Team Spirit You can contribute your own ideas early on and actively help develop the Investment Advisory Center. At the same time, you grow in your tasks and develop professionally and personally. At the same time, you gradually take on more responsibility in the team and help drive common goals forward always with strong cohesion and team spirit!
What We Offer: Benefits & Well-being
The position is offered in full-time and part-time.
Since the benefits may vary slightly depending on the location, please contact your recruiter if you have any specific questions. For questions about the recruitment process, Julia Lotze is available. Contact: +49 0 171-5570161
Apply Now
Apply Now