Berater (d/m/w) Portfolioberatung

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Investment advisory experience
Wealth management select segment knowledge
Capital market products expertise
The role involves providing investment advice and managing portfolios for the Wealth Management Select segment

Job Summary

  • The role involves providing investment advice and managing portfolios for the Wealth Management Select segment.
  • Candidates are responsible for optimizing customer portfolios through retention, activation, and growth strategies.
  • The bank offers comprehensive benefits including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves providing investment advice and managing portfolios for the Wealth Management Select segment.

Salary

Not specified; Not specified; Comprehensive benefits package including health checks, pension plans, and mobility support

Skills & Requirements

Must-have

  • Investment advisory experience
  • Wealth Management Select segment knowledge
  • Capital market products expertise
  • Regulatory compliance in securities trading
  • Client relationship management skills

Nice-to-have

  • Advanced degree or further training
  • Cross-selling capabilities
  • Sovereign and routine communication style
  • Continuous professional development mindset

Key Requirements

  • Banking apprenticeship (Bankkaufmann/Bankkauffrau)
  • Multi-year successful sales experience
  • Specialized knowledge of capital markets and stock exchange business

Work Rights

Not specified

Tailored Resume

Cover Letter