Junior Berater Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; comprehensive benefi...
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Banking apprenticeship or equivalent education
Mifid-compliant advisory process knowledge
Investment product expertise
** Deutsche Bank is seeking a Junior Consultant for Wealth Management to manage a customer portfolio, focusing on structured strategy discussions and identifying customer needs. The ideal candidate should have banking experience, a strong customer service orientation, and the ability to work collaboratively within a team. **

Job Summary

  • The role involves managing a dedicated client portfolio within the Wealth Management Select segment to identify and address customer needs through structured strategy discussions.
  • Candidates are expected to provide holistic investment advice on all relevant securities products while adhering to regulatory requirements like MiFID.
  • The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

Match Score: 75

** Deutsche Bank is seeking a Junior Consultant for Wealth Management to manage a customer portfolio, focusing on structured strategy discussions and identifying customer needs. The ideal candidate should have banking experience, a strong customer service orientation, and the ability to work collaboratively within a team. **

Salary

Not specified; Not specified; Comprehensive benefits including health checks, flexible hours, and pension plans

Skills & Requirements

Must-have

  • Banking apprenticeship or equivalent education
  • MiFID-compliant advisory process knowledge
  • Investment product expertise
  • Client portfolio management experience
  • Sales-oriented customer approach

Nice-to-have

  • University degree in finance or business
  • Experience with complex client needs
  • Strong team collaboration skills
  • Proactive initiative and assertiveness

Key Requirements

  • Ausbildung zur Bankkauffrau/zum Bankkaufmann
  • MiFID-konformer Beratungsprozess
  • Beratungserfahrung im Privatkundenbereich

Work Rights

Not specified

Tailored Resume

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