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Berater Investment (d/m/w) Beratungscenter Privatkunden - Berlin, Schkeuditz, Essen
Db
3 LocationsPosted Sep 14, 2026 · 4h ago
Full-timeMid LevelHybridBanking
About this role
Join Deutsche Bank's Investment Advisory team to provide digital investment consulting to private clients via phone and video. You will guide clients through wealth management, investment strategies, and global investment knowledge, identifying cross-selling opportunities and collaborating with various bank departments.
What we are looking for
6- Advise clients on investment, wealth building, and securities strategies via phone and video
- Provide holistic support for client assets and access to global investment expertise
- Identify and pursue cross-selling opportunities
- Collaborate with branch sales, remote banking, and sales partners
- Requires banking or insurance education or economics degree
- Experience in securities transactions and investment advisory preferred
