Junior Berater Wealth Management (d/m/w)

Deutsche Bank

Eutin, Germany
On-site
Structured strategy discussions
Asset management advisory
Holistic client advice
Deutsche Bank is seeking a Junior Consultant for Wealth Management to manage a client portfolio, focusing on identifying client needs and providing wealth management advice. The ideal candidate should possess a background in banking, strong customer service skills, and a proactive mindset

Job Summary

  • You will advise a customer portfolio in the Wealth Management Select segment, identifying and leveraging customer needs and potentials through structured strategy discussions.
  • Your core competence is asset management advisory, encompassing advice on all (securities) products and services within Wealth Management Select.
  • We offer a wide range of benefits covering your professional and personal needs, including support for mental health, physical fitness, social networking, and financial security.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Junior Consultant for Wealth Management to manage a client portfolio, focusing on identifying client needs and providing wealth management advice. The ideal candidate should possess a background in banking, strong customer service skills, and a proactive mindset.

Skills & Requirements

Must-have

  • structured strategy discussions
  • asset management advisory
  • holistic client advice
  • MiFID-compliant advisory process
  • investment market developments

Nice-to-have

  • customer and service orientation
  • teamwork and initiative
  • sovereign and competent appearance

Key Requirements

  • Apprenticeship as a banker
  • Advisory experience in private banking
  • Knowledge of MiFID-compliant advisory process
  • Knowledge of investment products
  • Experience in appointment scheduling

Work Rights

Not specified

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