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Investment Advisor, Personal Banking Advisory Center
Deutsche Bank. Provide telephone and video consultations with a focus on investments, wealth building, and securities strategies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment advisory services and securities transactions, with a strong focus on customer support and cross-selling opportunities. Proficient in utilizing digital applications and AI-powered tools to enhance client interactions and financial decision-making.
Highest-signal resume keywords
Investment Advisory ServicesSecurities Transactions ProcessingStrong Sales SkillsDigital Applications ProficiencyBanking Apprenticeship or Business Degree
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Securities Business KnowledgeRisk Class UnderstandingFinancial Decision Support
Soft Skills
Professional MannerFriendly CommunicationOpenness to New Technologies
Tools & Technologies
AI-Powered ToolsDigital Meeting Platforms
Certifications & Qualifications
AnsFuG Authorization
Industry Keywords
Wealth BuildingCross-Selling OpportunitiesOmnichannel ApproachCustomer Asset Support
About the role
Key responsibilities & impact- Provide telephone and video consultations with a focus on investments, wealth building, and securities strategies
- Provide comprehensive support to customers regarding questions about their assets
- Give customers access to Deutsche Bank’s global investment expertise
- Identify and actively refer cross-selling opportunities
- Work closely with branch sales, remote banking, distribution partners, and other departments
- Strengthen the omnichannel approach
- Contribute to the further development of RBC Investment
- Gradually assume responsibility within the team
Requirements
What you’ll need- Completed banking apprenticeship, training in the insurance industry, or a degree in business or economics
- AnsFuG authorization preferred, as well as initial experience processing securities transactions
- Knowledge of investment advisory services
- Basic understanding of securities business across various risk classes
- Strong sales skills and a genuine interest in competently supporting people with financial decisions
- Professional and friendly manner, including in digital meetings
- Openness to new technologies and use of digital applications, including AI-powered tools
- Responsible and conscientious handling of data and information
Benefits
Comp & perks- Counseling in challenging life situations
- Mental health support programs
- Comprehensive health check-ups
- Vaccination programs
- Healthy lifestyle counseling
- Support through the pme Familienservice
- FitnessCenter Job program
- Flexible working models, including part-time work, job sharing, and hybrid working
- Programs promoting diversity, equal opportunity, and inclusion
- Employer-sponsored retirement plans
- Banking services for employees
- Company bicycle program
- Deutschlandticket public transport pass
- Exclusive employee benefits and conditions
- Individual advice from the Employee Bank
- Full-time and part-time options