Berater*in Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Mifid-compliant advisory process
Wealth management select portfolio management
Investment product knowledge
The role involves managing an exclusive Wealth Management Select portfolio as the primary point of contact for high-net-worth clients

Job Summary

  • The role involves managing an exclusive Wealth Management Select portfolio as the primary point of contact for high-net-worth clients.
  • Candidates are expected to utilize a holistic approach to advise on all securities products while adhering to regulatory requirements.
  • The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing an exclusive Wealth Management Select portfolio as the primary point of contact for high-net-worth clients.

Salary

Not specified; Not specified; Comprehensive benefits including health checks, flexible hours, and pension plans

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Wealth Management Select portfolio management
  • Investment product knowledge
  • Client acquisition and business development
  • Sovereign and competent client communication

Nice-to-have

  • Experience in complex pension planning
  • Mortgage financing expertise
  • Team collaboration and initiative
  • Strategic market analysis skills
  • Long-term customer relationship building

Key Requirements

  • Banking apprenticeship or relevant degree
  • Proven experience in private banking advisory
  • Fundamental knowledge of investment markets

Work Rights

Not specified

Tailored Resume

Cover Letter