Berater (d/m/w) Wealth Management - Mitarbeiterbank

Deutsche Bank UK

Unknown, United Kingdom
Not specified; not specified; flexible benefits in...
Hybrid
Wealth management product knowledge
Digital communication expertise
Client relationship management
The role involves managing a dedicated Wealth Management client portfolio while delivering holistic advisory services

Job Summary

  • The role involves managing a dedicated Wealth Management client portfolio while delivering holistic advisory services.
  • Candidates are expected to leverage existing relationships for referrals and acquire new clients using digital tools like video conferencing.
  • The position offers flexible working arrangements including up to 40% remote work and comprehensive health and financial benefits.

Matching Summary

The role involves managing a dedicated Wealth Management client portfolio while delivering holistic advisory services.

Salary

Not specified; Not specified; Flexible benefits including mental health support and retirement plans

Skills & Requirements

Must-have

  • Wealth Management product knowledge
  • Digital communication expertise
  • Client relationship management
  • Regulatory compliance adherence
  • Sales and business development

Nice-to-have

  • English language proficiency
  • Strong networking abilities
  • Empathetic customer approach
  • Experience with family referrals

Key Requirements

  • Proven experience in wealth management advisory
  • Sovereign and competent client interaction skills
  • Proficiency with digital banking platforms

Work Rights

Not specified

Tailored Resume

Cover Letter