Berater Digital Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; flexible working mod...
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Mifid-compliant advisory process
Wealth management product expertise
Client portfolio management experience
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter