Junior Berater Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; comprehensive benefi...
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Mifid-compliant advisory process knowledge
Investment product expertise
Structured strategy conversation skills
** Deutsche Bank is seeking a Junior Consultant in Wealth Management to manage a client portfolio and provide comprehensive investment advice. The ideal candidate will have banking experience, strong customer service skills, and the ability to work both independently and collaboratively within a team. **

Job Summary

  • The role involves managing a dedicated customer portfolio within the Wealth Management Select segment to identify and realize client potential through structured strategy conversations.
  • Candidates are expected to provide holistic investment advice on all relevant securities products while adhering to regulatory requirements and utilizing available tools.
  • 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: 75

** Deutsche Bank is seeking a Junior Consultant in Wealth Management to manage a client portfolio and provide comprehensive investment advice. The ideal candidate will have banking experience, strong customer service skills, and the ability to work both independently and collaboratively within a team. **

Salary

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

Skills & Requirements

Must-have

  • MiFID-compliant advisory process knowledge
  • Investment product expertise
  • Structured strategy conversation skills
  • Customer portfolio management experience

Nice-to-have

  • Strong sales and closing abilities
  • Team collaboration and initiative
  • Sovereign and friendly client demeanor
  • Experience with complex client needs

Key Requirements

  • Banking apprenticeship (Bankkaufmann/frau)
  • Prior advisory experience in private banking
  • Fundamental knowledge of MiFID regulations

Work Rights

Not specified

Tailored Resume

Cover Letter