Berater (d/m/w) Digitales Wealth Management

Deutsche Bank

Hybrid
Banking or comparable vocational training
Experience advising wealthy clients
Knowledge of investment products
The role involves managing a high-quality client portfolio of affluent and business-oriented customers through personal and digital channels

Job Summary

  • The role involves managing a high-quality client portfolio of affluent and business-oriented customers through personal and digital channels.
  • Candidates are expected to actively utilize modern digital tools and contribute to the development of a future-oriented advisory model.
  • The company offers comprehensive benefits including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing a high-quality client portfolio of affluent and business-oriented customers through personal and digital channels.

Skills & Requirements

Must-have

  • Banking or comparable vocational training
  • Experience advising wealthy clients
  • Knowledge of investment products
  • Proficiency with digital advisory tools

Nice-to-have

  • Passion for digital transformation
  • Entrepreneurial mindset and initiative
  • Strong team collaboration skills

Key Requirements

  • Bankkaufmännische Ausbildung (Banking vocational training)
  • IDD certification preferred
  • AnsFuG certification preferred
  • MiFiD-compliant process knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter