Berater (d/m/w) Digitales Wealth Management

Deutsche Bank

Hybrid
Digital and personal client advisory
Holistic wealth management
Use of digital tools and platforms
Deutsche Bank is seeking a Digital Wealth Management Consultant to enhance its client advisory services through digital approaches. The role involves managing a portfolio of affluent clients, combining personal and digital consultation methods while promoting a culture of excellence

Job Summary

  • The role involves responsibility for a high-quality client base with wealthy and entrepreneurial customers, providing holistic, personal, and digital advisory services.
  • Deutsche Bank offers a broad range of benefits supporting emotional well-being, physical health, social connectivity, and financial security.
  • The position supports a culture of excellence emphasizing expertise, approachability, and openness to new ideas while shaping the future of wealth management.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Digital Wealth Management Consultant to enhance its client advisory services through digital approaches. The role involves managing a portfolio of affluent clients, combining personal and digital consultation methods while promoting a culture of excellence.

Skills & Requirements

Must-have

  • digital and personal client advisory
  • holistic wealth management
  • use of digital tools and platforms
  • building long-term client relationships
  • collaboration with internal specialists

Nice-to-have

  • entrepreneurial thinking
  • teamwork and communication skills
  • openness to innovation
  • customer orientation
  • culture of excellence

Key Requirements

  • bank commercial or comparable training
  • experience advising wealthy clients or premium retail banking
  • IDD and AnsFuG certification ideally
  • knowledge of MiFiD-compliant advisory process
  • investment and financial market knowledge

Work Rights

Not specified

Tailored Resume

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