Senior Berater*in Wealth Management Select (d/m/w)

Deutsche Bank

Germany
Hybrid
Wealth management select client portfolio
Comprehensive client consulting
Investment advisory
Deutsche Bank is seeking a Senior Consultant in Wealth Management Select, responsible for managing a portfolio of high-net-worth clients with complex advisory needs. The role requires extensive experience in financial services sales, regulatory knowledge, and a strong focus on customer relationship management

Job Summary

  • You will be responsible for advising your clients comprehensively and fulfilling their needs as the primary point of contact in the Wealth Management Select segment.
  • You will acquire new clients in the Wealth Management Select segment and expand the business volume, while also leveraging existing customer relationships and your communication skills to gain further contacts and new clients.
  • The bank offers a wide range of benefits covering professional and personal needs, including support for emotional and physical well-being, social networking opportunities, and financial security for active careers and the future.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Senior Consultant in Wealth Management Select, responsible for managing a portfolio of high-net-worth clients with complex advisory needs. The role requires extensive experience in financial services sales, regulatory knowledge, and a strong focus on customer relationship management.

Skills & Requirements

Must-have

  • Wealth Management Select client portfolio
  • comprehensive client consulting
  • investment advisory
  • acquire new clients
  • market networking

Nice-to-have

  • culture of excellence
  • team player
  • proactive and assertive

Key Requirements

  • several years of successful consulting experience
  • extensive knowledge of MiFID-compliant consulting process
  • strong knowledge of investments and financial market developments
  • proven success in appointment scheduling

Work Rights

Not specified

Tailored Resume

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