Senior Berater (d/m/w) Wealth Management

Deutsche Bank

Hamburg, Germany
Hybrid
Wealth management client portfolio
Comprehensive client advisory
Investment product advisory
You will be the primary point of contact and the established face of the bank for clients in the Wealth Management segment

Job Summary

  • You will be the primary point of contact and the established face of the bank for clients in the Wealth Management segment.
  • You will acquire new clients in the Wealth Management segment and grow the business volume.
  • We offer a wide range of benefits covering all your professional and personal needs, including emotional, physical, social, and financial well-being.

Matching Summary

You will be the primary point of contact and the established face of the bank for clients in the Wealth Management segment.

Skills & Requirements

Must-have

  • Wealth Management client portfolio
  • comprehensive client advisory
  • investment product advisory
  • new client acquisition
  • long-term client retention
  • market networking

Nice-to-have

  • culture of excellence
  • team collaboration
  • high initiative
  • assertiveness
  • digital media proficiency

Key Requirements

  • bank apprenticeship and further education
  • several years of successful advisory experience
  • extensive knowledge of MiFID-compliant advisory process
  • comprehensive knowledge of investment products
  • practical experience in sales products
  • proven success in appointment scheduling

Work Rights

Not specified

Tailored Resume

Cover Letter