Junior Berater (d/m/w) Wealth Management

Deutsche Bank

Leipzig, Germany
Hybrid
Structured strategy conversations
Investment advice
Customer portfolio management
Deutsche Bank is seeking a Junior Consultant (d/m/w) for Wealth Management in Leipzig, Germany, focused on managing a client portfolio and providing wealth management advice. The ideal candidate should have a background in banking, experience with private client consulting, and strong customer service skills, with a commitment to a culture of excellence

Job Summary

  • You will manage your own customer portfolio in the Wealth Management Select segment, systematically identifying and leveraging customer needs and potentials through structured strategy conversations.
  • The role requires comprehensive knowledge of the MiFID-compliant advisory process and product spectrum, with a focus on investment advice.
  • Deutsche Bank offers a wide range of benefits covering professional and personal needs, including emotional, physical, social, and financial well-being.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Junior Consultant (d/m/w) for Wealth Management in Leipzig, Germany, focused on managing a client portfolio and providing wealth management advice. The ideal candidate should have a background in banking, experience with private client consulting, and strong customer service skills, with a commitment to a culture of excellence.

Skills & Requirements

Must-have

  • structured strategy conversations
  • investment advice
  • customer portfolio management
  • MiFID compliant advisory process

Nice-to-have

  • culture of excellence
  • team collaboration
  • customer relationship management
  • proactive initiative

Key Requirements

  • Bank clerk training
  • Advisory experience in private banking
  • Knowledge of investment products
  • Experience in appointment scheduling

Work Rights

Not specified

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