Senior Berater Digital Wealth Management (d/m/w)

Deutsche Bank

Not specified; not specified; benefits include hea...
Hybrid
Mifid-compliant advisory process
Investment product knowledge
Client portfolio management
Deutsche Bank is seeking a Senior Consultant for Digital Wealth Management to manage a portfolio of clients with significant advisory needs. The role emphasizes comprehensive wealth management consulting and requires strong sales skills, client relationship management, and an understanding of financial services regulations

Job Summary

  • The role involves managing a personal client portfolio within the Wealth Management segment as the primary point of contact.
  • Candidates are expected to utilize digital media and omni-channel tools to provide comprehensive investment advice and acquire new clients.
  • The company offers a supportive culture with benefits including mental health support, flexible working models, and financial security plans.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Senior Consultant for Digital Wealth Management to manage a portfolio of clients with significant advisory needs. The role emphasizes comprehensive wealth management consulting and requires strong sales skills, client relationship management, and an understanding of financial services regulations.

Salary

Not specified; Not specified; Benefits include health checks, pension plans, and flexible working models

Skills & Requirements

Must-have

  • MiFID-compliant advisory process
  • Investment product knowledge
  • Client portfolio management
  • Sales and business development
  • Digital tools proficiency

Nice-to-have

  • Strong network in the market
  • Event organization experience
  • Team collaboration skills
  • High customer service orientation
  • Proactive initiative

Key Requirements

  • Banking apprenticeship or relevant degree
  • Multi-year successful sales experience
  • Deep knowledge of MiFID regulations
  • Experience in wealth management products

Work Rights

Not specified

Tailored Resume

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