Berater Digital Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; flexible working mod...
Hybrid
Mifid-compliant advisory process
Wealth management product knowledge
Client relationship management experience
Deutsche Bank is seeking an experienced Relationship Manager for their Digital Wealth Management division. The role involves managing a portfolio of wealthy clients, providing comprehensive financial advice, and acquiring new clients while ensuring compliance with regulatory standards

Job Summary

  • The role involves managing a dedicated Wealth Management client portfolio as the primary point of contact for comprehensive financial advice.
  • Candidates are expected to acquire new clients and expand business volume while utilizing digital tools and omni-channel capabilities.
  • The company offers a supportive culture with benefits including mental health support, flexible working models, and comprehensive financial security.

Matching Summary

Match Score: 85

Deutsche Bank is seeking an experienced Relationship Manager for their Digital Wealth Management division. The role involves managing a portfolio of wealthy clients, providing comprehensive financial advice, and acquiring new clients while ensuring compliance with regulatory standards.

Salary

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

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Wealth Management product knowledge
  • Client relationship management experience
  • Digital media proficiency
  • Investment market expertise

Nice-to-have

  • Strong sales and negotiation skills
  • Team collaboration mindset
  • Proactive initiative and assertiveness
  • Customer-centric service orientation

Key Requirements

  • Banking apprenticeship or relevant degree
  • Experience in private banking advisory
  • Knowledge of MiFID regulations

Work Rights

Not specified

Tailored Resume

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