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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.
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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
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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.
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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