Junior Berater (d/m/w) Wealth Management

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Mifid-compliant advisory process knowledge
Investment product expertise
Structured strategy conversation skills
The role involves managing a dedicated customer portfolio within the Wealth Management Select segment to identify and realize client needs through structured strategy conversations

Job Summary

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

Matching Summary

The role involves managing a dedicated customer portfolio within the Wealth Management Select segment to identify and realize client needs through structured strategy conversations.

Salary

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

Skills & Requirements

Must-have

  • MiFID-compliant advisory process knowledge
  • Investment product expertise
  • Structured strategy conversation skills
  • Sales-oriented client relationship management

Nice-to-have

  • Experience in private banking segment
  • Team collaboration and mentorship
  • Proactive initiative and assertiveness
  • Customer-centric service orientation

Key Requirements

  • Banking apprenticeship (Bankkaufmann/frau)
  • Prior experience in private client advisory
  • Fundamental knowledge of investment markets

Work Rights

Not specified

Tailored Resume

Cover Letter