Deutsche Bank

Kundenberater Investment (d/m/w) Beratungscenter Privatkunden

Deutsche Bank · Full Time · 9 days ago

Deutsche Bank

🌎 Germany ⭐ 2-5 yrs exp 💼 Finance

Provide professional investment and securities advice to private clients via telephone and video. Identify cross-selling opportunities and collaborate with various banking divisions to ensure a holistic omnichannel customer experience.

excel

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Kundenberater Investment (d/m/w) Beratungscenter Privatkunden

Deutsche Bank · Full Time · 9 days ago

Deutsche Bank

🌎 Germany ⭐ 2-5 yrs exp 💼 Finance

Provide professional investment and asset building advice to clients via telephone and video channels. Collaborate with branch sales and remote banking teams to implement an omnichannel approach and identify cross-selling opportunities.

excel

APPLY

Kundenberater Investment (d/m/w) Beratungscenter Privatkunden

Deutsche Bank · Full Time · 9 days ago

Deutsche Bank

🌎 Germany ⭐ 2-5 yrs exp 💼 Finance

Provide professional investment and wealth management advice to clients via telephone and video. Identify cross-selling opportunities and collaborate with various banking divisions to ensure a holistic omnichannel customer experience.

excel

APPLY

Know Your Client (KYC) Operator

Deutsche Bank · Full Time · a month ago

Deutsche Bank

🌎 Ukraine ⭐ 0-2 yrs exp 💼 Others

The role focuses on managing client onboarding and ongoing KYC expectations in accordance with regulatory standards and jurisdictions. It involves communicating AML and AFC changes to stakeholders and managing account opening documentation and reporting.

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Client Management (Accountable Client Owner) & Service Specialist

Deutsche Bank · Full Time · 2 months ago

Deutsche Bank

🌎 Ukraine ⭐ 2-5 yrs exp 💼 Others

Manage and grow a portfolio of Multinational Corporate clients as the Accountable Client Owner, driving revenue through banking product sales. Coordinate with internal teams to resolve client issues and ensure strict adherence to credit and KYC compliance frameworks.

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