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

Deutsche Bank

Not specified; not specified; comprehensive benefi...
Hybrid
Mifid-compliant advisory process knowledge
Investment product expertise
Structured strategy conversation skills
The role involves managing a dedicated client portfolio within the Wealth Management segment to identify and realize customer needs through structured strategy conversations

Job Summary

  • The role involves managing a dedicated client portfolio within the Wealth Management segment to identify and realize customer needs through structured strategy conversations.
  • Candidates are expected to provide holistic investment advice on all securities products while adhering to regulatory requirements and utilizing modern digital tools.
  • The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.

Matching Summary

The role involves managing a dedicated client portfolio within the Wealth Management segment to identify and realize customer needs through structured strategy conversations.

Salary

Not specified; Not specified; Comprehensive benefits including health checks, flexible hours, and pension plans

Skills & Requirements

Must-have

  • MiFID-compliant advisory process knowledge
  • Investment product expertise
  • Structured strategy conversation skills
  • Digital tool proficiency
  • Sales-oriented customer approach

Nice-to-have

  • Experience in private banking sector
  • Team collaboration mindset
  • Proactive initiative and assertiveness
  • Customer service orientation
  • Long-term relationship building

Key Requirements

  • Banking apprenticeship or relevant degree
  • Prior experience in private customer advisory
  • Fundamental knowledge of investment markets

Work Rights

Not specified

Tailored Resume

Cover Letter