Berater (d/m/w) Wealth Management - Mitarbeiterbank

Deutsche Bank Group

Not specified; not specified; benefits include pen...
Hybrid
Wealth management product knowledge
Digital communication and video conferencing
Regulatory compliance in securities trading
The role involves managing an own customer portfolio in the Wealth Management segment with a holistic advisory approach

Job Summary

  • The role involves managing an own customer portfolio in the Wealth Management segment with a holistic advisory approach.
  • Employees can utilize digital communication channels, particularly videotelephony, to optimize customer satisfaction and retention.
  • The company offers comprehensive benefits including mental health support, physical fitness programs, and flexible working models.

Matching Summary

The role involves managing an own customer portfolio in the Wealth Management segment with a holistic advisory approach.

Salary

Not specified; Not specified; Benefits include pension plans, employee banking services, and mobility support

Skills & Requirements

Must-have

  • Wealth Management product knowledge
  • Digital communication and video conferencing
  • Regulatory compliance in securities trading
  • Client portfolio management experience
  • Sales and relationship building skills

Nice-to-have

  • English language proficiency
  • Mental health awareness
  • Flexible hybrid work arrangement
  • Strong networking capabilities

Key Requirements

  • Experience as a Relationship Manager
  • Competence in wealth management products
  • Ability to handle sensitive data discreetly

Work Rights

Not specified

Tailored Resume

Cover Letter