Berater Digital Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Mifid-compliant advisory process
Wealth management product knowledge
Client portfolio management experience
Deutsche Bank is seeking a Relationship Manager for its Wealth Management division to oversee a portfolio of high-net-worth clients. The role requires strong advisory and sales skills, with a focus on comprehensive investment solutions while adhering to regulatory standards

Job Summary

  • The role involves managing an own client portfolio in the Wealth Management segment as the primary contact for clients.
  • Candidates are expected to acquire new clients and expand business volume while adhering to regulatory requirements.
  • The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Relationship Manager for its Wealth Management division to oversee a portfolio of high-net-worth clients. The role requires strong advisory and sales skills, with a focus on comprehensive investment solutions while adhering to regulatory standards.

Salary

Not specified; Not specified; Comprehensive benefits including health checks, flexible hours, and retirement plans

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Wealth Management product knowledge
  • Client portfolio management experience
  • Digital media proficiency
  • Sales and acquisition skills

Nice-to-have

  • University degree or advanced training
  • Experience with complex pension needs
  • Team collaboration mindset
  • Proactive initiative and assertiveness

Key Requirements

  • Banking apprenticeship (Bankkaufmann/frau)
  • Experience in private banking advisory
  • Knowledge of investment products and markets

Work Rights

Not specified

Tailored Resume

Cover Letter