Senior Berater (d/m/w) Wealth Management

Deutsche Bank

Hamburg, Germany
Hybrid
Relationship-manager wealth management
Customer portfolio management
Investment advisory
As an experienced Relationship Manager, you will manage your own customer portfolio with intensive advisory needs in the Wealth Management segment and independently advise clients comprehensively and fulfill their needs

Job Summary

  • As an experienced Relationship Manager, you will manage your own customer portfolio with intensive advisory needs in the Wealth Management segment and independently advise clients comprehensively and fulfill their needs.
  • You will acquire new clients in the Wealth Management segment and expand business volume, while holistically advising clients and considering regulatory requirements for securities business.
  • We offer a wide range of benefits covering all your professional and personal needs, including emotional, physical, social, and financial well-being.

Matching Summary

As an experienced Relationship Manager, you will manage your own customer portfolio with intensive advisory needs in the Wealth Management segment and independently advise clients comprehensively and fulfill their needs.

Skills & Requirements

Must-have

  • Relationship-Manager Wealth Management
  • customer portfolio management
  • investment advisory
  • client acquisition
  • financial services sales

Nice-to-have

  • culture of excellence
  • team player
  • customer and service oriented
  • proactive and assertive

Key Requirements

  • Several years of successful advisory experience
  • Comprehensive knowledge of MiFiD-compliant advisory process
  • Extensive knowledge in investments and financial market developments
  • Proficient use of digital media and tools

Work Rights

Not specified

Tailored Resume

Cover Letter