Berater*in Wealth Management (d/m/w)

Deutsche Bank

Germany
**
Relationship management
Customer portfolio management
Investment advisory
** Deutsche Bank is seeking a Wealth Management Consultant to manage a client portfolio within its Wealth Management Select segment. The ideal candidate will have experience in private banking, strong sales skills, and a customer-oriented approach, with a focus on providing comprehensive investment advice. **

Job Summary

  • You will advise your customers comprehensively and fulfill their needs as the primary point of contact in the Wealth Management Select segment.
  • You will acquire new clients in the Wealth Management Select 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 support.

Matching Summary

Match Score: 75

** Deutsche Bank is seeking a Wealth Management Consultant to manage a client portfolio within its Wealth Management Select segment. The ideal candidate will have experience in private banking, strong sales skills, and a customer-oriented approach, with a focus on providing comprehensive investment advice. **

Skills & Requirements

Must-have

  • Relationship management
  • Customer portfolio management
  • Investment advisory
  • Sales and closing skills
  • New client acquisition

Nice-to-have

  • Teamwork
  • Initiative
  • Assertiveness
  • Culture of Excellence

Key Requirements

  • Banking apprenticeship or further education/studies
  • Advisory experience in private banking
  • Knowledge of MiFID-compliant advisory process
  • Knowledge of investment products
  • Knowledge of financial market developments

Work Rights

Not specified

Tailored Resume

Cover Letter