Senior Customer Consultant

Join us in shaping the future of digital investment advice at RBC Investment within Deutsche Bank. As a Senior Customer Consultant, you will be part of our advisory team, helping clients navigate the world of asset investment with expertise and clarity. Your tasks: Provide investment advice via phone and video, focusing on investments, wealth building, and securities strategies Offer holistic support to clients with questions about their assets, giving them access to the bank's global investment expertise Identify cross-selling opportunities and actively pursue them for comprehensive client care Collaborate closely with other departments, such as branch sales, remote banking, and distribution partners, enhancing our omnichannel approach Requirements: Completed banking training, insurance industry training, or a business economics degree AnsFuG authorization and several years of experience in processing securities transactions In-depth knowledge of investment advice and a strong understanding of securities trading across various risk classes Strong sales skills and genuine interest in supporting people with financial decisions competently Confident, professional, and friendly demeanor, even in digital conversation situations Why work with us? Work at the forefront of modern digital distribution worlds meeting personal advice Enjoy flexibility that suits your life with location-independent advice via phone and video Have a role with real impact as a trusted advisor for wealth building, securities strategies, and complex financial decisions Benefit from close collaboration with branch sales, remote banking, and other partners, offering diverse insights and development opportunities Contribute to growth, take on responsibility, and foster team spirit, with continuous personal and professional development Benefits: Comprehensive support for physical and mental well-being Financial security through contribution plans for retirement, employee bank services, company bike, or Germany ticket Flexible working hours, including part-time and hybrid work options Culture promoting diversity, equal opportunities, and participation This position is offered in full-time and part-time. Job Data by YubHub .