Berater (d/m/w) Digitales Wealth Management

Deutsche Bank

Nürnberg, Germany
Hybrid
Digital wealth management consulting
Holistic customer support
Digital and personal client advisory
Deutsche Bank is seeking a consultant for its Digital Wealth Management division in Nürnberg, Germany. The role involves managing a portfolio of high-net-worth clients, providing personalized and digital financial advice while leveraging modern tools and practices

Job Summary

  • As a Berater Digitales Wealth Management, you will take responsibility for your own high-quality customer base with wealthy and entrepreneurially influenced clients.
  • You will advise holistically – personally, digitally, and on an equal footing, actively using digital tools and modern consulting concepts.
  • We offer a wide range of benefits covering all your professional and personal needs, including emotional, physical, social, and financial support.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a consultant for its Digital Wealth Management division in Nürnberg, Germany. The role involves managing a portfolio of high-net-worth clients, providing personalized and digital financial advice while leveraging modern tools and practices.

Skills & Requirements

Must-have

  • Digital Wealth Management consulting
  • Holistic customer support
  • Digital and personal client advisory
  • Long-term customer relationships
  • Utilizing digital tools and concepts

Nice-to-have

  • Culture of Excellence
  • Open to new working methods
  • Team player
  • Industry transformation

Key Requirements

  • Banking apprenticeship or comparable qualification
  • Experience in advising wealthy clients
  • IDD and AnsFuG certification
  • MiFiD-compliant consulting process knowledge
  • Investment knowledge and market developments
  • Digital media and tools proficiency
  • Customer orientation and entrepreneurial thinking

Work Rights

Not specified

Tailored Resume

Cover Letter