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
The role involves taking responsibility for a high-quality customer portfolio of affluent and entrepreneurial clients

Job Summary

  • The role involves taking responsibility for a high-quality customer portfolio of affluent and entrepreneurial clients.
  • Candidates are expected to provide holistic advice on asset management, retirement planning, and comprehensive financial solutions through personal and digital channels.
  • The bank offers a culture of excellence with benefits including mental health support, flexible working models, and comprehensive financial security.

Matching Summary

The role involves taking responsibility for a high-quality customer portfolio of affluent and entrepreneurial clients.

Salary

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

Skills & Requirements

Must-have

  • Banking or comparable vocational training
  • Experience advising wealthy clients
  • Knowledge of investment products

Nice-to-have

  • Enthusiasm for digital advisory tools
  • Strong communication and team skills
  • Entrepreneurial mindset and responsibility

Key Requirements

  • Banking vocational training required
  • IDD certification preferred
  • AnsFuG certification preferred
  • MiFID-compliant process knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter