Kundenberater (d/m/w) Digitales Wealth Management

Deutsche Bank Group

Germany
Hybrid
Completed banking apprenticeship or economics degree
Experience advising wealthy private clients
Knowledge of investment products and mifid compliance
The role involves holistic personal and digital advisory for a portfolio of wealthy private clients in the wealth management segment

Job Summary

  • The role involves holistic personal and digital advisory for a portfolio of wealthy private clients in the wealth management segment.
  • Candidates are expected to actively build long-term client relationships and acquire new customers while collaborating with internal specialists.
  • The position offers flexible working models including part-time, hybrid work, and comprehensive health and financial benefits.

Matching Summary

The role involves holistic personal and digital advisory for a portfolio of wealthy private clients in the wealth management segment.

Skills & Requirements

Must-have

  • Completed banking apprenticeship or economics degree
  • Experience advising wealthy private clients
  • Knowledge of investment products and MiFID compliance

Nice-to-have

  • Affinity for digital advisory formats
  • Openness to continuous professional development
  • Strong communication skills and professional appearance

Key Requirements

  • Banking apprenticeship or relevant university degree
  • Proven experience in wealth management advisory
  • MiFID-compliant advisory process knowledge
  • AnsFuG certification (ideal)

Work Rights

Not specified

Tailored Resume

Cover Letter