Berater (d/m/w) Wealth Management Select

Dnsdblookup

Unknown
Hybrid
Wealth management portfolio advisory
Mifid-compliant investment consulting
Customer relationship management
You will manage your own client portfolio in Wealth Management and provide comprehensive advice to meet client needs as the primary contact and face of the bank

Job Summary

  • You will manage your own client portfolio in Wealth Management and provide comprehensive advice to meet client needs as the primary contact and face of the bank.
  • The Deutsche Bank Wealth Management aims to be the leading private customer bank in Germany with a strong market position and broad service offerings.
  • Employees benefit from a wide range of services covering professional and personal needs including mental health support, flexible working models, and financial security programs.

Matching Summary

You will manage your own client portfolio in Wealth Management and provide comprehensive advice to meet client needs as the primary contact and face of the bank.

Skills & Requirements

Must-have

  • Wealth Management portfolio advisory
  • MiFiD-compliant investment consulting
  • Customer relationship management
  • New client acquisition in Wealth Management
  • Comprehensive financial product knowledge
  • Regulatory compliance in securities business

Nice-to-have

  • Teamwork and collaboration
  • Initiative and assertiveness
  • Culture of Excellence
  • Flexible working time models
  • Support for mental and physical health

Key Requirements

  • Bankkauffrau/Bankkaufmann qualification
  • Experience in private customer advisory
  • Knowledge of MiFiD-compliant advisory processes
  • Investment and financial market expertise

Work Rights

Not specified

Tailored Resume

Cover Letter