Berater Wealth Management (d/m/w) Südwest

Deutsche Bank

Aalen, Germany
Hybrid
Customer acquisition and relationship management
Holistic financial advice
Investment and retirement planning
We are looking for team-oriented top performers who convince through their consulting success and their ability to achieve excellent results in a dynamic environment

Job Summary

  • We are looking for team-oriented top performers who convince through their consulting success and their ability to achieve excellent results in a dynamic environment.
  • You will be responsible for your own client portfolio with demanding and complex needs, regularly conducting strategic discussions and providing individual and holistic advice.
  • 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

We are looking for team-oriented top performers who convince through their consulting success and their ability to achieve excellent results in a dynamic environment.

Skills & Requirements

Must-have

  • Customer acquisition and relationship management
  • Holistic financial advice
  • Investment and retirement planning
  • Sales and client acquisition

Nice-to-have

  • Team-oriented top performer
  • Dynamic environment adaptability
  • Positive attitude and mental health support
  • Socially connected and diverse environment

Key Requirements

  • Completed banking apprenticeship
  • Proven success in acquisition
  • Several years of experience in consulting and sales
  • Expertise in investments and MiFID-compliant products

Work Rights

Not specified

Tailored Resume

Cover Letter