Deutsche Bank UK is seeking a Wealth Management Consultant (d/m/w) to manage a client portfolio, providing comprehensive investment advice and acquiring new clients. The role demands strong sales skills, regulatory knowledge, and a client-oriented approach within a hybrid work environment
Job Summary
The role involves managing a dedicated Wealth Management client portfolio as the primary point of contact for high-net-worth individuals.
Candidates are expected to utilize MiFID-compliant processes to provide holistic investment advice and acquire new clients.
The company offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.
Matching Summary
Match Score: 85
Deutsche Bank UK is seeking a Wealth Management Consultant (d/m/w) to manage a client portfolio, providing comprehensive investment advice and acquiring new clients. The role demands strong sales skills, regulatory knowledge, and a client-oriented approach within a hybrid work environment.
Skills & Requirements
Must-have
MiFID-compliant advisory process
Wealth Management product expertise
Investment market knowledge
Omni-channel digital tools proficiency
Client acquisition and retention
Nice-to-have
Advanced degree in finance or business
Experience with complex pension planning
Strong team collaboration skills
Proven sales and negotiation abilities
Sovereign and competent client demeanor
Key Requirements
Banking apprenticeship (Bankkaufmann/frau)
Proven experience in private banking advisory
Fundamental knowledge of investment products and markets