Berater (d/m/w) Wealth Management

Deutsche Bank

München, Germany
Hybrid
Relationship-manager
Customer portfolio
Wealth management
You will act as the first point of contact and the face of the bank for customers in the Wealth Management segment

Job Summary

  • You will act as the first point of contact and the face of the bank for customers in the Wealth Management segment.
  • You will acquire new customers in the Wealth Management segment and expand 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

You will act as the first point of contact and the face of the bank for customers in the Wealth Management segment.

Skills & Requirements

Must-have

  • Relationship-Manager
  • customer portfolio
  • wealth management
  • investment advice
  • sales skills
  • acquire new customers

Nice-to-have

  • customer and service orientation
  • team player
  • initiative
  • assertiveness
  • culture of excellence

Key Requirements

  • Bankkauffrau/Bankkaufmann qualification
  • Advisory experience in private banking
  • Knowledge of MiFiD-compliant advisory process
  • Knowledge of investment products
  • Financial market developments

Work Rights

Not specified

Tailored Resume

Cover Letter