Junior Berater (d/m/w) Wealth Management

Deutsche Bank

Germany
Hybrid
Structured strategy discussions
Investment advisory
Mifid-compliant advisory process
You will advise a dedicated customer portfolio in the Wealth Management Select segment, systematically identifying and leveraging customer needs and potentials through structured strategy discussions

Job Summary

  • You will advise a dedicated customer portfolio in the Wealth Management Select segment, systematically identifying and leveraging customer needs and potentials through structured strategy discussions.
  • Your core competence is investment advisory, encompassing advice on all (securities) products and services within Wealth Management Select, considering regulatory requirements.
  • We offer a wide range of benefits covering all your professional and personal needs, including emotional, physical, and social well-being, as well as financial security.

Matching Summary

You will advise a dedicated customer portfolio in the Wealth Management Select segment, systematically identifying and leveraging customer needs and potentials through structured strategy discussions.

Skills & Requirements

Must-have

  • Structured strategy discussions
  • Investment advisory
  • MiFID-compliant advisory process
  • Investment product knowledge
  • Client relationship management

Nice-to-have

  • Customer and service orientation
  • Team player
  • Proactive
  • Assertive

Key Requirements

  • Apprenticeship as a banker
  • Consulting experience in private client segment
  • Knowledge of investment markets
  • Experience in appointment scheduling

Work Rights

Not specified

Tailored Resume

Cover Letter