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

Deutsche Bank

Not specified; not specified; flexible working mod...
Hybrid
Mifid-compliant advisory process
Wealth management select segment experience
Investment product knowledge
The role involves managing an own customer portfolio in the Wealth Management Select segment as the primary contact face of the bank

Job Summary

  • The role involves managing an own customer portfolio in the Wealth Management Select segment as the primary contact face of the bank.
  • Candidates are expected to utilize strong sales skills to expand the product and service range while acquiring new customers.
  • The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing an own customer portfolio in the Wealth Management Select segment as the primary contact face of the bank.

Salary

Not specified; Not specified; Flexible working models and extensive benefits included

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Wealth Management Select segment experience
  • Investment product knowledge
  • Client acquisition and retention
  • Sales-oriented relationship management

Nice-to-have

  • Culture of Excellence mindset
  • Team collaboration skills
  • Strategic initiative taking
  • Sovereign and competent client presence

Key Requirements

  • Banking apprenticeship or relevant degree
  • Experience in private banking advisory
  • Fundamental knowledge of investment markets

Work Rights

Not specified

Tailored Resume

Cover Letter