Wealth Management Advisor

Wealth Management Select is part of Deutsche Bank Group, where you will provide comprehensive financial services to high-net-worth clients. As a personal advisor, you will connect individual wealth management with a wide range of financial products and services, building long-term client relationships, acquiring new clients, and collaborating with specialised departments on complex issues. Responsibilities Manage a portfolio of clients with intensive advisory needs and develop long-term client relationships. Provide holistic advice on investments, securities, and other financial products, complying with regulatory requirements. Conduct structured strategy and advisory conversations, guiding them towards successful conclusions. Identify additional client needs and involve suitable specialists on complex topics. Acquire new clients, expand business volume, and utilise existing relationships to gain contacts. Maintain your network, actively participate in client events, and work closely with internal departments. Requirements Completed banking professional training; further education or studies are desirable. Certified qualification in investment advice or commitment to obtaining the necessary certification before starting advisory activities. Several years of successful consulting experience in sales of financial services and knowledge of the MiFID-compliant consulting process. Comprehensive understanding of investments and financial market developments, with practical experience in further financial products. Demonstrated customer and service orientation, confident demeanour, communication skills, initiative, and assertiveness. Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges. Benefits Emotional well-being: offers such as counselling in difficult life situations and mental health promotion. Physical fitness: extensive check-up examinations, vaccination offers, and healthy lifestyle advice. Social networking: support through the pme family service, fitness centre job, flexible working time models, and diversity, equality, and participation programmes. Financial security: contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket, and exclusive employee conditions and individual advice from the employee bank. The position is offered in full-time and part-time. Job Data by YubHub .