Berater (d/m/w) Digital Wealth Management

Deutsche Bank UK

Frankfurt, Germany
Hybrid
Wealth management client portfolio
Holistic advisory and service approach
Acquire new wealth management clients
As an experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment and are responsible for comprehensively advising and meeting your clients' needs

Job Summary

  • As an experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment and are responsible for comprehensively advising and meeting your clients' needs.
  • You will acquire new clients in the Wealth Management segment and expand the business volume, independently managing the holistic utilization, optimization, and expansion of your client portfolio through intensive existing client care, activation, and growth.
  • We offer a wide range of benefits that cover all your professional and personal needs, including support for mental and physical health, social networking opportunities, and financial security for your future.

Matching Summary

As an experienced Relationship Manager, you will manage your own client portfolio in the Wealth Management segment and are responsible for comprehensively advising and meeting your clients' needs.

Skills & Requirements

Must-have

  • wealth management client portfolio
  • holistic advisory and service approach
  • acquire new wealth management clients
  • digital media proficiency
  • omnichannel workplace tools

Nice-to-have

  • emotionally balanced positive attitude
  • physically fit healthy lifestyle
  • socially connected networking
  • financially secure future planning

Key Requirements

  • Experience in client portfolio management
  • Digital affinity
  • Strong sales skills and customer orientation

Work Rights

Not specified

Tailored Resume

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