Berater (d/m/w) Digitales Wealth Management

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Banking or comparable vocational training
Experience advising wealthy clients
Knowledge of investment products
Deutsche Bank is seeking a Berater (d/m/w) for its Digital Wealth Management division, focusing on providing personalized, digital financial advice to high-net-worth clients. The role involves managing a client portfolio and utilizing digital tools to enhance customer relationships, all within a culture of excellence and innovation

Job Summary

  • The role involves taking responsibility for a high-quality portfolio of wealthy and entrepreneurial clients through holistic personal and digital advice.
  • Candidates are expected to actively use digital tools and modern advisory concepts while building long-term, trusting relationships with demanding customers.
  • The company offers a comprehensive benefits package including mental health support, physical fitness programs, flexible working models, and financial security plans.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Berater (d/m/w) for its Digital Wealth Management division, focusing on providing personalized, digital financial advice to high-net-worth clients. The role involves managing a client portfolio and utilizing digital tools to enhance customer relationships, all within a culture of excellence and innovation.

Salary

Not specified; Not specified; Comprehensive benefits including health checks, pension plans, and transport tickets

Skills & Requirements

Must-have

  • Banking or comparable vocational training
  • Experience advising wealthy clients
  • Knowledge of investment products
  • Proficiency with digital tools
  • Strong communication skills

Nice-to-have

  • Enthusiasm for digital transformation
  • Entrepreneurial mindset
  • Team collaboration spirit
  • Interest in industry change
  • Omni-channel work environment

Key Requirements

  • Bankkaufmännische Ausbildung (Banking vocational training)
  • IDD certification preferred
  • AnsFuG certification preferred
  • MiFiD-compliant process knowledge
  • Experience in appointment scheduling

Work Rights

Not specified

Tailored Resume

Cover Letter