Berater (d/m/w) Wealth Management

Deutsche Bank

Germany
**
Relationship manager wealth management
Holistic advisory and service approach
Acquisition of new clients
** Deutsche Bank is seeking a Relationship Manager for its Wealth Management segment in Germany, responsible for managing a client portfolio, providing comprehensive financial advice, and acquiring new clients. The ideal candidate should have banking qualifications, experience in financial services, and proficiency in digital tools, with fluency in German and English. **

Job Summary

  • In your role as Relationship Manager (m/f/d), you will manage your own customer portfolio in the Wealth Management segment and are responsible for comprehensively advising your clients and meeting their needs.
  • You will acquire new clients in the Wealth Management segment and expand the business volume.
  • We offer a wide range of benefits that cover all your professional and personal needs, including emotional, physical, social, and financial support.

Matching Summary

Match Score: 75

** Deutsche Bank is seeking a Relationship Manager for its Wealth Management segment in Germany, responsible for managing a client portfolio, providing comprehensive financial advice, and acquiring new clients. The ideal candidate should have banking qualifications, experience in financial services, and proficiency in digital tools, with fluency in German and English. **

Skills & Requirements

Must-have

  • Relationship Manager Wealth Management
  • Holistic advisory and service approach
  • Acquisition of new clients
  • Wealth management product expertise
  • MiFID-compliant consulting process

Nice-to-have

  • Openness to different cultural backgrounds
  • Team player with initiative
  • Digital media proficiency
  • Positive attitude and resilience

Key Requirements

  • Completed banking apprenticeship
  • Sales experience in financial services
  • Knowledge of relevant product spectrum
  • AnsFuG authorization
  • Experience in appointment scheduling
  • Very good German and English skills

Work Rights

Not specified

Tailored Resume

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