Job Description
In its private banking division, Deutsche Bank combines its expertise in private banking into one business unit – with the Deutsche Bank and Postbank brands as market leaders in Germany and a global network that encompasses the bank's business with wealthy clients worldwide as well as with private clients and small to medium-sized enterprises.In its home market of Germany as well as internationally, the private bank offers its customers high-quality financial services from a single source – from comprehensive offerings for private customers to support for demanding entrepreneurs and their families, as well as solutions for small and medium-sized enterprises in key markets of the Eurozone.The retail banking division, along with the corporate bank, the investment bank, and asset management with its asset manager DWS, is one of the four business areas of the Deutsche Bank Group. Deutsche Bank is Germany's leading bank with a global network and deep roots in Europe. Job description: Their core competence lies in investment consulting and the management of asset portfolios in the Wealth Management Select and Wealth Management Select+ segments. As part of their management mandate, they advise on PMA and high-volume PMP services and develop customized investment strategies based on the PMA investment process.You are an established figure in the bank's investment business and are responsible for maintaining and expanding personal relationships with your clients.They independently manage the optimization and expansion of the customer portfolio through portfolio maintenance, activation and growth in portfolio consulting.They support customers in tandem with the relationship manager, identify cross-selling opportunities and forward identified needs.They ensure that all quality requirements in the securities business, as well as the necessary regulatory requirements and approvals, are met.They regularly exchange information with the relationship manager about the development of the customer portfolio.They continuously develop their specialist expertise.
Responsibilities + Skills
A positive attitude helps us master the challenges of everyday life both professionally and personally. Benefit from services such as counseling in difficult life situations and programs to promote mental health.Stay physically fit.With programs designed to maintain your personal health and a supportive work environment, the bank helps you stay physically fit. Benefit from services such as comprehensive check-ups, vaccinations, and advice on healthy living.Socially connected:Exchanging ideas with others opens up new perspectives, helps us progress both professionally and personally, and strengthens our self-confidence and well-being. Benefit from services such as support from the pme Family Service, the FitnessCenter Job program, flexible working time models (e.g., part-time, job sharing, hybrid working), and a comprehensive culture of diversity, equal opportunities, and participation.
Education
You have completed vocational training as a bank clerk; further training and/or studies are desirable.They have several years of successful sales experience as well as comprehensive knowledge of the consulting and product range in the private customer sector.They possess specialized knowledge of capital market products and stock market transactions.They present themselves in a confident, experienced, competent and friendly manner during consultations and impress with their high level of communication skills.They have excellent sales skills and a strong customer focus.They actively optimize customer satisfaction with the goal of long-term customer loyalty.
Experience
