Berater (d/m/w) Wealth Management

Deutsche Bank

Hamburg, Germany
Hybrid
Relationship manager wealth management
Holistic advisory and support approach
Wealth management product and service range
In your role as Relationship Manager (d/m/w), you will manage your own customer portfolio in the Wealth Management segment and are responsible for comprehensively advising your clients and meeting their needs

Job Summary

  • In your role as Relationship Manager (d/m/w), you will manage your own customer portfolio in the Wealth Management segment and are responsible for comprehensively advising your clients and meeting their needs.
  • You will acquire new clients in the Wealth Management segment and grow the business volume.
  • We offer a wide range of benefits that cover all your professional and personal needs, including emotional, physical, social, and financial well-being.

Matching Summary

In your role as Relationship Manager (d/m/w), you will manage your own customer portfolio in the Wealth Management segment and are responsible for comprehensively advising your clients and meeting their needs.

Skills & Requirements

Must-have

  • Relationship Manager Wealth Management
  • Holistic advisory and support approach
  • Wealth Management product and service range
  • MiFID-compliant advisory process
  • Digital media in advisory process

Nice-to-have

  • Openness to different cultural backgrounds
  • Team player with initiative
  • Customer and service orientation

Key Requirements

  • Completed banking apprenticeship
  • Sales experience in financial services
  • Knowledge of relevant product spectrum
  • AnsFuG authorization
  • Proven experience in appointment scheduling
  • Very good German and English skills

Work Rights

Not specified

Tailored Resume

Cover Letter