About the Division
In the Private Bank, Deutsche Bank combines its expertise in retail banking in one business division – with the Deutsche Bank and Postbank brands as market leaders in Germany and a global network, covering the bank's business with wealthy clients worldwide as well as with private customers and small to medium-sized companies.
In its home market Germany and internationally, the Private Bank offers its clients high-quality financial services from a single source – from comprehensive offerings for private customers, to the advising of demanding entrepreneurs and their families, to solutions for smaller and medium-sized companies in important markets of the eurozone.
The Private Bank is, alongside the Corporate Bank, the Investment Bank, and Asset Management with its asset manager DWS, one of the four business divisions of the Deutsche Bank Group. Deutsche Bank is Germany's leading bank with a global network and is firmly rooted in Europe.
Your Responsibilities
•You are responsible for the conclusion-oriented advising of the clients cared for within the team as well as the clients individually assigned to you. You independently handle both self-arranged appointments and appointments set up from the advisory and call center.
•Your focus is on wealth accumulation and provisioning (Vorsorge); beyond that, you advise on Personal Banking products (account, cards, home savings, deposits, personal loans). Own expertise in personal loans is desirable.
•You advise on wealth accumulation and hold the necessary qualifications (AnsFuG certification). Your second focus in advisory is provisioning; you hold the IDD certification and pay particular attention to the quality requirements in the securities and provisioning business.
•You identify customer needs by applying standardized advisory processes and successfully close deals or competently refer them to specialists (especially for mortgage financing).
•You are (co-)responsible for the demand-oriented exploitation of the investment potential in Personal Banking and actively address customers regarding digital services (e.g. online/mobile banking).
•You promote the team's advisory performance through motivation and by sharing your expertise with colleagues.
•You continuously develop your technical, sales, process, and digitalization know-how.
•You have strong knowledge of digital features and independently develop your technical know-how further.
•You handle all appointments set up from the advisory center and use interactions from branch business and advisory meetings to arrange follow-up appointments.
Your Skills and Experience
•You have completed training as a bank clerk (Bankkauffrau/Bankkaufmann) or a comparable qualification.
•Your particular expertise in advising and selling simpler investment and provisioning products is complemented by your solid knowledge of the entire retail product range.
•You have a particular skill in arranging appointments and are experienced in conclusion-oriented advising of clients.
•You convince through your confident and competent demeanor toward clients and support the team's success especially through your pronounced sales and communication skills.
What We Offer
We offer a wide range of benefits covering all your professional and personal needs.
•Emotionally balanced: A positive attitude helps us master everyday challenges – professionally and privately. Benefit from offerings such as counseling in difficult life situations and mental health promotion programs.
•Physically fit: With offerings to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. Benefit from offerings such as comprehensive check-up examinations, vaccination offers, and advice on a healthy lifestyle.
•Socially connected: Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offerings such as support through the pme family service, the FitnessCenter Job, flexible working time models (e.g. part-time, job tandem, hybrid work), and programs to promote diversity, equal opportunities, and participation.
•Financially secure: The bank secures you not only during your active career but also financially for the future, and supports your flexibility and mobility – privately and professionally. Benefit from offerings such as retirement savings contribution plans, banking services for employees, company bicycle or the Deutschlandticket, and use exclusive employee conditions and individual advice through the employee bank.
Since benefits vary slightly depending on location, please contact your recruiter for specific questions.
The position is offered both full-time and part-time.
For questions about the recruitment process, Sandra Wittwer is happy to help.
Contact Sandra Wittwer: +49 30 340-73124
