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

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Banking apprenticeship or relevant degree
Mifid-compliant advisory process knowledge
Investment product expertise
Deutsche Bank is seeking a Junior Consultant in Wealth Management who will manage a client portfolio, identify customer needs, and provide investment advice within regulatory frameworks. The role emphasizes client relationship building and collaboration with experienced team members, offering a supportive work culture and comprehensive benefits

Job Summary

  • The role involves managing a dedicated wealth management client portfolio through structured strategy discussions to identify and address client needs.
  • Candidates are expected to provide holistic investment advice on securities products while adhering to regulatory requirements like MiFID.
  • 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 Junior Consultant in Wealth Management who will manage a client portfolio, identify customer needs, and provide investment advice within regulatory frameworks. The role emphasizes client relationship building and collaboration with experienced team members, offering a supportive work culture and comprehensive benefits.

Salary

Not specified; Not specified; Comprehensive benefits including health checks, pension plans, and mobility support

Skills & Requirements

Must-have

  • Banking apprenticeship or relevant degree
  • MiFID-compliant advisory process knowledge
  • Investment product expertise
  • Client relationship management skills
  • Digital tool proficiency

Nice-to-have

  • Sales-oriented approach to client needs
  • Team collaboration and initiative
  • Sovereign and friendly customer demeanor
  • Experience in private banking sector

Key Requirements

  • Ausbildung zur Bankkauffrau/zum Bankkaufmann
  • Knowledge of MiFID compliant advisory process
  • Experience in private customer area
  • Fundamental knowledge in investments

Work Rights

Not specified

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