Senior Berater (d/m/w) Digital Wealth Management

Deutsche Bank UK

Hybrid
Multi-year sales experience in wealth management
Expertise in investment advisory and securities products
Proven ability to acquire new clients and grow portfolio
The role involves managing a dedicated client portfolio in the Wealth Management segment with a focus on comprehensive advisory services

Job Summary

  • The role involves managing a dedicated client portfolio in the Wealth Management segment with a focus on comprehensive advisory services.
  • Candidates are expected to actively acquire new clients, expand business volume, and leverage existing relationships for referrals.
  • The position requires strict adherence to regulatory requirements while utilizing digital tools to optimize the customer experience.

Matching Summary

The role involves managing a dedicated client portfolio in the Wealth Management segment with a focus on comprehensive advisory services.

Skills & Requirements

Must-have

  • Multi-year sales experience in Wealth Management
  • Expertise in investment advisory and securities products
  • Proven ability to acquire new clients and grow portfolio
  • Strong digital affinity and omni-channel tool usage

Nice-to-have

  • Experience organizing client events
  • Ability to collaborate with specialists for complex needs
  • Strong networking skills within the market
  • Commitment to holistic customer service approach

Key Requirements

  • Multi-year sales experience in Wealth Management
  • Sovereign and competent customer interaction style
  • Digital affinity and proficiency with digital media

Work Rights

Not specified

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