Alexander Moritz

Experience

• 

  Deutsche Bank

  Aug 2007 - now

  • Consulting focus on customer development for digital, omnicanal-supported private customer consulting• responsible for intensive and demand-oriented consulting • Extended level of responsibility in sales and credit processes for private customers• In-depth knowledge of the financing and pension business.• Management of investment and pension business for private clients as well as compliance with regulatory and qualitative requirements in the securities business. • Strong credit competence for personal loans • Accompaniment of career starters in asset accumulation Show less • Responsible for intensive and demand-oriented advice and sale of banking products (accounts, cards, building society savings, deposits) as well as products of other relevant needs of the private customer target group (consumer financing, pension provision, investments)• Advice in the securities business with the associated and necessary regulatory requirements and approvals. • Actively inspire customers for digital services (e.g. online/mobile banking)• Distinct knowledge of the digital features Show less

  • Senior Portfolio Consultant

    May 2020 - now

  • Consultant Private Banking

    Sept 2014 - May 2020

  • Senior Banking & Lending Advisor

    Jan 2012 - Sept 2014

  • Banking & Lending Advisor

    Jan 2010 - Jan 2012

  • Apprenticeship as Banking Specialist – Certified by the German Chamber of Commerce (IHK)

    Aug 2007 - Jan 2010