Not specified; not specified; flexible working mod...
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Mifid-compliant advisory process
Wealth management product expertise
Client portfolio management experience
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Deutsche Bank is seeking a Relationship Manager for their Digital Wealth Management segment, responsible for managing a portfolio of affluent clients and providing comprehensive financial advice. The ideal candidate should possess strong sales skills, a background in private banking, and familiarity with investment products.
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Job Summary
The role involves managing a dedicated Wealth Management client portfolio as the primary point of contact for comprehensive financial advisory services.
Candidates are expected to utilize strong sales capabilities to expand the client base and fully leverage the bank's product and service offerings.
The company offers a supportive culture focused on mental and physical well-being, flexible working models, and comprehensive financial security benefits.
Matching Summary
Match Score: 75
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Deutsche Bank is seeking a Relationship Manager for their Digital Wealth Management segment, responsible for managing a portfolio of affluent clients and providing comprehensive financial advice. The ideal candidate should possess strong sales skills, a background in private banking, and familiarity with investment products.
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Salary
Not specified; Not specified; Flexible working models and comprehensive benefits package included
Skills & Requirements
Must-have
MiFID-compliant advisory process
Wealth Management product expertise
Client portfolio management experience
Digital tools proficiency
Sales and business development skills
Nice-to-have
Strong team collaboration mindset
Proactive initiative and assertiveness
Customer-centric service orientation
Experience with complex financial needs
Omni-channel workplace adaptability
Key Requirements
Banking apprenticeship or relevant degree
Proven experience in private banking advisory
Knowledge of MiFID regulations and investment products