Senior Berater Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; flexible working mod...
Hybrid
Multi-year successful sales experience in financial services
Deep knowledge of mifid-compliant advisory processes
Expertise in investment products and market developments
The role involves managing a personal portfolio of high-net-worth clients as the primary point of contact for comprehensive wealth management advice

Job Summary

  • The role involves managing a personal portfolio of high-net-worth clients as the primary point of contact for comprehensive wealth management advice.
  • Candidates are expected to utilize their sales skills to expand the product range for existing clients and actively acquire new customers.
  • The company offers a supportive culture focused on mental health, physical fitness, and flexible working models including hybrid arrangements.

Matching Summary

The role involves managing a personal portfolio of high-net-worth clients as the primary point of contact for comprehensive wealth management advice.

Salary

Not specified; Not specified; Flexible working models and benefits package included

Skills & Requirements

Must-have

  • Multi-year successful sales experience in financial services
  • Deep knowledge of MiFID-compliant advisory processes
  • Expertise in investment products and market developments
  • Proven ability to acquire new clients in wealth management
  • Strong networking skills within the financial market

Nice-to-have

  • Experience with complex pension planning requirements
  • Background in real estate financing solutions
  • High level of customer service orientation
  • Ability to organize client events actively
  • Teamwork mindset with strong initiative

Key Requirements

  • Banking apprenticeship or advanced degree
  • Several years of successful financial sales experience
  • Comprehensive knowledge of MIFID regulations
  • Proven track record in client acquisition

Work Rights

Not specified

Tailored Resume

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