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

Deutsche Bank UK

Not specified; not specified; comprehensive benefi...
Hybrid
Banking apprenticeship or relevant degree
Mifid-compliant advisory process knowledge
Investment product expertise
The role involves managing a dedicated wealth management client portfolio through structured strategy discussions to identify and realize client needs

Job Summary

  • The role involves managing a dedicated wealth management client portfolio through structured strategy discussions to identify and realize client needs.
  • Candidates are expected to provide holistic investment advice on securities products while adhering to regulatory requirements like MiFID.
  • The position offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing a dedicated wealth management client portfolio through structured strategy discussions to identify and realize client needs.

Salary

Not specified; Not specified; Comprehensive benefits including health checks, pension plans, and flexible working models

Skills & Requirements

Must-have

  • Banking apprenticeship or relevant degree
  • MiFID-compliant advisory process knowledge
  • Investment product expertise
  • Client portfolio management experience
  • Digital tool proficiency for banking

Nice-to-have

  • Sales-oriented customer approach
  • Team collaboration and initiative
  • Strategic client relationship building
  • Sovereign and competent client demeanor

Key Requirements

  • Ausbildung zur Bankkauffrau/zum Bankkaufmann
  • Experience in private client advisory
  • Knowledge of MiFID compliant processes
  • Fundamental investment market knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter