Senior Berater (d/m/w) Wealth Management – Mitarbeiterbank

Deutsche Bank

Hybrid
Mifid-compliant advisory process
Investment product knowledge
Client portfolio management
The role involves managing a dedicated client portfolio within the Wealth Management Select segment as the primary point of contact

Job Summary

  • The role involves managing a dedicated client portfolio within the Wealth Management Select segment as the primary point of contact.
  • Candidates are expected to utilize strong sales skills to expand the business volume and acquire new clients in the target segment.
  • The bank offers comprehensive benefits including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing a dedicated client portfolio within the Wealth Management Select segment as the primary point of contact.

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Investment product knowledge
  • Client portfolio management
  • Sales and business development
  • Regulatory compliance adherence

Nice-to-have

  • Strong networking capabilities
  • Event organization experience
  • Team collaboration mindset
  • High customer service orientation
  • Proactive initiative taking

Key Requirements

  • Banking apprenticeship or equivalent education
  • Several years of successful financial sales experience
  • Extensive knowledge of investment products and market developments

Work Rights

Not specified

Tailored Resume

Cover Letter