Deutsche Bank is seeking a Senior Consultant in Wealth Management to manage a portfolio of high-net-worth clients, providing comprehensive financial advice and solutions. The ideal candidate will have extensive experience in financial services sales, strong relationship management skills, and a customer-oriented approach
Job Summary
You manage your own client portfolio with intensive advisory needs in the Wealth Management segment and act as the primary contact and established face of the bank to clients and the market.
The Deutsche Bank offers a broad range of benefits covering professional and personal needs including mental health support, health maintenance programs, flexible working models, and financial security measures.
The bank aims for a culture of excellence with responsibility, commercial thinking, initiative, and collaboration, promoting a positive, fair, and inclusive work environment.
Matching Summary
Match Score: 85
Deutsche Bank is seeking a Senior Consultant in Wealth Management to manage a portfolio of high-net-worth clients, providing comprehensive financial advice and solutions. The ideal candidate will have extensive experience in financial services sales, strong relationship management skills, and a customer-oriented approach.
Skills & Requirements
Must-have
Wealth Management advisory
MiFiD-compliant consulting process
Investment product knowledge
Customer portfolio management
New client acquisition
Use of digital tools and omnichannel workplace
Regulatory compliance in securities business
Nice-to-have
Teamwork and collaboration
High customer and service orientation
Strong communication skills
Initiative and assertiveness
Networking in the market
Event organization
Key Requirements
Bankkaufmännische Ausbildung
Several years of successful financial services sales experience
Comprehensive knowledge of MiFiD-compliant advisory process
Experience with investment products and financial market developments
Proven success in appointment setting and client potential exploitation