DB

Senior Berater Vorsorge (d/m/w), Beratungscenter Privatkunden - Wuppertal

In short

A hybrid retail-banking advisory role at a Deutsche Bank customer advisory center in Wuppertal, advising private customers digitally on accounts, loans and pension/provision products. Requires banking vocational training, digital advisory experience in lending and pensions, an IDD certification, and strong sales and communication skills. Offered as both full-time and part-time.

About the Role
In the Privatkundenbank Deutschland's advisory centers, we combine a modern, digital and hybrid work environment with personal customer advisory across various locations. We live a contemporary and modern working and advisory culture, consistently aligning with our customers' needs, making us one of the most modern teams in retail customer advisory.
Our customers value digital channels as much as personal exchange and expect competent, individual advice on all banking topics. You can bring your strengths and actively help shape the advisory experience of the future.
That's why we're looking for you! You want flexible working hours and a secure employment relationship in a great team? Then join us!
Your Tasks
•You advise retail customers via digital channels on account, service and digitalization topics.
•You handle digital advisory and sales of personal loans as well as pension/provision products.
•You confidently manage appointment scheduling and goal-oriented advisory conversations aimed at closing deals.
•You present yourself competently, friendly and customer-oriented.
•You strengthen the team, share knowledge and support colleagues.
Your Skills and Experience
•You have a banking vocational training (bankkaufmännische Ausbildung) or comparable qualification.
•You bring experience in digital retail customer advisory – particularly in lending and pension/provision business.
•You are confident with digital media and the omnichannel-capable workplace.
•You determine needs in a structured way (e.g. via the FinanzCheck) and direct customers purposefully to the suitable solutions or contact persons.
•You hold an IDD certification and bring the required regulatory assurance.
•You have strong communication and sales skills as well as a high degree of team orientation.
•You use AI-supported applications purposefully to identify customer needs more efficiently, optimize workflows and continuously improve advisory quality. In doing so, you act responsibly, critically assess AI results and ensure secure handling of data.
What We Offer
We offer a broad range of benefits covering all your professional and personal needs.
Emotionally balanced
A positive attitude helps us master the challenges of everyday life – professionally and privately. Benefit from offers such as counseling in difficult life situations and offers to promote mental health.
Physically fit
With offers to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. Benefit from offers such as comprehensive check-up examinations, vaccination offers and advice on a healthy lifestyle.
Socially connected
Exchange with others opens new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support from the pme Familienservice, the FitnessCenter Job, flexible working time models (e.g. part-time, job tandem, hybrid working) as well as programs promoting diversity, equal opportunity 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 – whether private or professional. Benefit from offers such as pension contribution plans, banking services for employees, company bicycle or the Deutschlandticket, and use exclusive employee conditions and individual advice from the employee bank.
Benefits vary slightly by location; for specific questions, please contact your recruiter.
The position is offered both full-time and part-time.
For questions about the recruitment process, Ahmet Deniz is happy to help.
Contact Ahmet Deniz: +49 69 910-45237

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