Senior Berater (d/m/w) Digital Wealth Management

Deutsche Bank

Mainz, Germany
Hybrid
Wealth management client portfolio
Holistic advisory approach
Acquire new wealth management clients
As a highly experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment with intensive advisory needs and independently fulfill your mandate to comprehensively advise your clients and meet their needs

Job Summary

  • As a highly experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment with intensive advisory needs and independently fulfill your mandate to comprehensively advise your clients and meet their needs.
  • You will be the primary point of contact and established face of the bank for your clients and in the market for the Wealth Management segment and will be responsible for maintaining and expanding personal relationships with your clients.
  • We offer a wide range of benefits that cover all your professional and personal needs, including support for emotional, physical, and social well-being, as well as financial security.

Matching Summary

As a highly experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment with intensive advisory needs and independently fulfill your mandate to comprehensively advise your clients and meet their needs.

Skills & Requirements

Must-have

  • Wealth Management client portfolio
  • holistic advisory approach
  • acquire new Wealth Management clients
  • asset management advisory
  • digital media proficiency
  • omnichannel workplace tools

Nice-to-have

  • emotionally balanced positive attitude
  • physically fit healthy lifestyle
  • socially connected diverse environment
  • financially secure future planning

Key Requirements

  • several years of sales experience in Wealth Management
  • experience in customer portfolio management
  • digital affinity

Work Rights

Not specified

Tailored Resume

Cover Letter