Kundenberater (d/m/w) Wealth Management – Berlin Alexanderplatz

Deutsche Bank

Berlin, Germany
Hybrid
Wealth management expertise
Customer relationship management
Digital communication proficiency
You will manage an existing customer portfolio in the Wealth Management segment with a focus on excellent relationship management and long-term customer retention

Job Summary

  • You will manage an existing customer portfolio in the Wealth Management segment with a focus on excellent relationship management and long-term customer retention.
  • The role includes advising customers on investment solutions using digital communication channels and expanding the full range of Wealth Management products and services.
  • Deutsche Bank offers a broad range of benefits covering professional and personal needs including mental health support, flexible working models, and financial security measures.

Matching Summary

You will manage an existing customer portfolio in the Wealth Management segment with a focus on excellent relationship management and long-term customer retention.

Skills & Requirements

Must-have

  • Wealth Management expertise
  • Customer relationship management
  • Digital communication proficiency
  • Compliance with regulatory requirements
  • Handling sensitive data discreetly
  • Investment advisory skills

Nice-to-have

  • High learning enthusiasm for new technologies
  • English language skills
  • Solution-oriented communication
  • Team collaboration
  • Customer satisfaction focus
  • Experience with digital communication channels

Key Requirements

  • Completed training as bank clerk or equivalent
  • Further education such as banking academy or degree desirable
  • Experience in sales and customer orientation
  • High discretion and regulatory compliance
  • Proficiency in common IT applications

Work Rights

Not specified

Tailored Resume

Cover Letter