Berater Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; flexible working mod...
Hybrid
Wealth management client portfolio management
Holistic financial advisory approach
Securities investment product knowledge
The role involves managing an exclusive Wealth Management client portfolio as the primary point of contact for comprehensive financial advice

Job Summary

  • The role involves managing an exclusive Wealth Management client portfolio as the primary point of contact for comprehensive financial advice.
  • Candidates are expected to acquire new clients, expand business volume, and leverage existing relationships for referrals and family expansion.
  • The position requires maintaining high quality standards in securities trading while adhering to all necessary regulatory requirements.

Matching Summary

The role involves managing an exclusive Wealth Management client portfolio as the primary point of contact for comprehensive financial advice.

Salary

Not specified; Not specified; Flexible working models including part-time offered

Skills & Requirements

Must-have

  • Wealth Management client portfolio management
  • Holistic financial advisory approach
  • Securities investment product knowledge
  • Regulatory compliance in securities trading
  • New business acquisition and growth

Nice-to-have

  • Strong sales and customer orientation skills
  • Sovereign and routine advisory demeanor
  • Collaborative team culture of excellence
  • Experience with complex family wealth needs

Key Requirements

  • AnsFuG certification required
  • IDD certification required
  • Proven success in asset building and investment advisory

Work Rights

Not specified

Tailored Resume

Cover Letter