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Investment Advisor – Private Customer Advisory Center
Deutsche BankKundenberater Investment supporting clients in their investment strategies via modern communication channels. Providing holistic advice on asset management and global investment knowledge from Deutsche Bank.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment advisory and securities strategies, with a strong focus on client engagement and cross-selling opportunities. Possesses a solid foundation in banking and economics, complemented by effective communication skills in both traditional and digital formats.
Highest-signal resume keywords
Investment AdvisorySecurities Transactions ProcessingSales OrientationClient EngagementCross-Selling Opportunities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment AdvisorySecurities Transactions ProcessingKnowledge of Risk ClassesWealth Accumulation StrategiesFinancial Decision Guidance
Soft Skills
Professional DemeanorFriendly CommunicationCollaboration
Certifications & Qualifications
AnsFuG Authorization
Industry Keywords
BankingVocational TrainingEconomicsBusiness AdministrationInsurance Sector
About the role
Key responsibilities & impact- You advise clients by phone and video with a clear focus on investments, wealth accumulation, and securities strategies.
- You provide holistic support to clients on all matters related to their assets and give them access to Deutsche Bank's global investment expertise.
- You identify cross-selling opportunities and actively refer them to the appropriate teams.
- You collaborate closely with other departments, strengthening our omnichannel approach.
Requirements
What you’ll need- Completed vocational training in banking.
- Qualification in the insurance sector or a degree in economics/business administration.
- AnsFuG authorization preferred, plus initial experience in processing securities transactions.
- Knowledge of investment advisory and a basic understanding of the securities business across different risk classes.
- Strong sales orientation and a genuine interest in competently guiding people through financial decisions.
- Professional and friendly demeanor — including in digital communication settings.
Benefits
Comp & perks- Flexibility that fits your lifestyle.
- Remote advisory work via phone and video enables efficient, modern working — while maintaining close client relationships.
- Opportunities for growth, responsibility, and team spirit.
- Working with a strong network.