Berater*in Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Mifid-compliant advisory process
Wealth management select portfolio management
Investment product knowledge
Deutsche Bank is seeking a Relationship Manager for its Wealth Management Select segment to provide comprehensive financial advice to high-net-worth clients. The ideal candidate will have a strong background in private banking, investment knowledge, and excellent relationship-building skills. The role offers a supportive work environment with numerous benefits for professional and personal growth

Job Summary

  • The role involves managing a dedicated client portfolio within the Wealth Management Select segment as the primary point of contact for clients.
  • Candidates are expected to utilize strong sales skills to expand business volume and acquire new clients 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 Select segment to provide comprehensive financial advice to high-net-worth clients. The ideal candidate will have a strong background in private banking, investment knowledge, and excellent relationship-building skills. The role offers a supportive work environment with numerous benefits for professional and personal growth.

Salary

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

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Wealth Management Select portfolio management
  • Investment product knowledge
  • Client acquisition and retention
  • Sales-oriented relationship building

Nice-to-have

  • Experience in complex pension planning
  • Mortgage financing expertise
  • Strong team collaboration skills
  • Proactive initiative and assertiveness
  • University degree or advanced training

Key Requirements

  • Banking apprenticeship (Bankkaufmann/frau)
  • Proven experience in private banking advisory
  • Deep knowledge of investment products and markets

Work Rights

Not specified

Tailored Resume

Cover Letter