Junior Berater (d/m/w) Wealth Management

Deutsche Bank

Germany
**
Structured strategy discussions
Customer needs and potential
Investment advice
** Deutsche Bank is seeking a Junior Consultant in Wealth Management to manage a portfolio of clients, identifying their needs and offering investment advice. The role requires a strong background in banking, customer service, and investment products, with a focus on building long-term client relationships. **

Job Summary

  • You will advise a dedicated customer portfolio in the Wealth Management Select segment, systematically identifying and leveraging customer needs and potential through structured strategy discussions.
  • Your core competence is investment advice, encompassing consultation on all (securities) products and services within Wealth Management Select, with a focus on successful client consultation for simple needs and referral for complex ones.
  • We offer a broad range of benefits covering professional and personal needs, including emotional, physical, and social well-being support, as well as financial security for your career and future.

Matching Summary

Match Score: 75

** Deutsche Bank is seeking a Junior Consultant in Wealth Management to manage a portfolio of clients, identifying their needs and offering investment advice. The role requires a strong background in banking, customer service, and investment products, with a focus on building long-term client relationships. **

Skills & Requirements

Must-have

  • structured strategy discussions
  • customer needs and potential
  • investment advice
  • MiFID-compliant consulting process
  • product spectrum knowledge
  • financial market developments

Nice-to-have

  • customer and service orientation
  • sovereign, competent, and friendly demeanor
  • teamwork
  • initiative and assertiveness

Key Requirements

  • Training as a bank clerk
  • Consulting experience in the private client sector
  • Good experience in appointment scheduling

Work Rights

Not specified

Tailored Resume

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