Senior Berater Digital Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Multi-year sales experience in financial services
Mifid-compliant advisory process knowledge
Investment product expertise and market analysis
Deutsche Bank is seeking a Senior Consultant for Digital Wealth Management, responsible for managing a portfolio of high-net-worth clients and providing comprehensive financial advice. The ideal candidate should possess extensive experience in financial services sales, strong customer focus, and the ability to leverage digital tools effectively in their advisory role

Job Summary

  • The role involves managing a personal client portfolio with intensive advisory needs in the Wealth Management segment as the primary point of contact.
  • Candidates are expected to utilize strong sales skills to acquire new clients and expand business volume while adhering to regulatory requirements.
  • The company offers a comprehensive benefits package including mental health support, physical fitness programs, flexible working models, and financial security plans.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Senior Consultant for Digital Wealth Management, responsible for managing a portfolio of high-net-worth clients and providing comprehensive financial advice. The ideal candidate should possess extensive experience in financial services sales, strong customer focus, and the ability to leverage digital tools effectively in their advisory role.

Salary

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

Skills & Requirements

Must-have

  • Multi-year sales experience in financial services
  • MiFID-compliant advisory process knowledge
  • Investment product expertise and market analysis
  • Digital tool proficiency for omni-channel work
  • Client acquisition and portfolio growth skills

Nice-to-have

  • Advanced degree or further banking education
  • Strong networking within the wealth management market
  • Experience organizing client events
  • High level of customer service orientation
  • Team collaboration and initiative

Key Requirements

  • Training as a banker (Bankkaufmann/frau) or relevant degree
  • Several years of successful sales experience in financial services
  • Proven track record in appointment setting and potential realization

Work Rights

Not specified

Tailored Resume

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