Senior Experte Wealth Management Select (d/m/w), Nürnberg

Deutsche Bank UK

Nürnberg, Germany
Hybrid
Relationship management for high net worth clients
Mifid-compliant investment advisory process
Active client acquisition and portfolio growth
The role involves managing a dedicated portfolio of demanding clients within the Wealth Management segment as the primary point of contact

Job Summary

  • The role involves managing a dedicated portfolio of demanding clients within the Wealth Management segment as the primary point of contact.
  • Candidates are expected to utilize strong sales skills to expand the product range and acquire new customers while ensuring regulatory compliance.
  • The position offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing a dedicated portfolio of demanding clients within the Wealth Management segment as the primary point of contact.

Skills & Requirements

Must-have

  • Relationship management for high net worth clients
  • MiFID-compliant investment advisory process
  • Active client acquisition and portfolio growth
  • Comprehensive wealth product knowledge
  • Strategic client consultation and needs analysis

Nice-to-have

  • Experience mentoring junior advisors
  • Strong networking in the local market
  • High level of customer service orientation
  • Ability to moderate client events
  • Team collaboration and motivation skills

Key Requirements

  • Banking apprenticeship or relevant higher education
  • Long-term successful experience in financial services sales
  • Proven track record in appointment setting and closing deals
  • Deep knowledge of investment products and market developments

Work Rights

Not specified

Tailored Resume

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