Senior Berater (d/m/w) Wealth Management

Deutsche Bank

Germany
**
Wealth management client portfolio
Financial services sales experience
Investment product knowledge
** Deutsche Bank is seeking a Senior Consultant (d/m/w) in Wealth Management to manage a portfolio of high-net-worth clients, providing comprehensive financial advice and tailored solutions. The ideal candidate should have substantial experience in financial services, strong sales abilities, and a customer-centric approach. The role offers a hybrid work model and a range of employee benefits focused on well-being and professional growth. **

Job Summary

  • You will advise clients with intensive consulting needs in the Wealth Management segment and are the first point of contact for clients and the market.
  • You will acquire new clients in the Wealth Management segment and expand the business volume.
  • We offer a wide range of benefits covering all your professional and personal needs, including emotional, physical, social, and financial well-being.

Matching Summary

Match Score: 75

** Deutsche Bank is seeking a Senior Consultant (d/m/w) in Wealth Management to manage a portfolio of high-net-worth clients, providing comprehensive financial advice and tailored solutions. The ideal candidate should have substantial experience in financial services, strong sales abilities, and a customer-centric approach. The role offers a hybrid work model and a range of employee benefits focused on well-being and professional growth. **

Skills & Requirements

Must-have

  • wealth management client portfolio
  • financial services sales experience
  • investment product knowledge
  • client relationship management
  • digital media tools usage

Nice-to-have

  • culture of excellence
  • team player
  • proactive and assertive
  • customer and service oriented

Key Requirements

  • Bank apprenticeship or higher education
  • Several years of successful consulting experience
  • Extensive knowledge of MiFID-compliant consulting process
  • Strong knowledge of investments and financial markets
  • Experience in acquiring new clients

Work Rights

Not specified

Tailored Resume

Cover Letter