Berater Digital Wealth Management (d/m/w)

Deutsche Bank

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Mifid-compliant advisory process
Wealth management product knowledge
Client portfolio management experience
** Deutsche Bank is seeking a Relationship Manager for its Digital Wealth Management team, focusing on providing comprehensive financial advice and services to high-net-worth clients. The ideal candidate should have a strong background in banking, particularly in wealth management, along with exceptional communication and sales skills. **

Job Summary

  • The role involves managing an exclusive client portfolio in the Wealth Management segment as the primary point of contact for clients.
  • Candidates are expected to utilize their sales skills to expand business volume and acquire new clients while adhering to regulatory requirements.
  • The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

Match Score: 75

** Deutsche Bank is seeking a Relationship Manager for its Digital Wealth Management team, focusing on providing comprehensive financial advice and services to high-net-worth clients. The ideal candidate should have a strong background in banking, particularly in wealth management, along with exceptional communication and sales skills. **

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Wealth management product knowledge
  • Client portfolio management experience
  • Sales and acquisition skills
  • Digital tool proficiency

Nice-to-have

  • University degree or advanced training
  • Team collaboration mindset
  • Proactive initiative and assertiveness
  • Strong communication abilities

Key Requirements

  • Banking apprenticeship (Bankkaufmann/frau)
  • Experience in private banking advisory
  • Knowledge of investment products and markets

Work Rights

Not specified

Tailored Resume

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