Digital Wealth Management Advisor

The Digital Wealth Management unit combines the stability and seriousness of a leading private customer bank with modern, digital advisory approaches. As a Digital Wealth Management Advisor (m/f/d), you will be responsible for managing your own portfolio of affluent private customers and providing holistic advice - personal, digital, and needs-based. Your Responsibilities Provide comprehensive advice and support to customers in the wealth management environment Offer personal and digital advice (e.g., video, phone, online channels) on asset investment, retirement planning, and other financial solutions Prepare and conduct advisory meetings using the MiFID-compliant advisory process Build and maintain long-term customer relationships and actively acquire new customers in the wealth management segment Collaborate closely with the team and internal specialists Actively utilize digital tools and contribute to the development of modern advisory approaches Your Profile Banking or comparable education; further qualifications are beneficial Professional experience in customer advisory services, ideally in private banking and/or wealth management Good knowledge of investments and the MiFID-compliant advisory process Strong customer orientation, communication skills, and professional demeanor Affinity for digital advisory formats and secure application of modern digital tools Openness and willingness to learn and develop professionally What We Offer We provide a wide range of benefits that cover all your professional and personal needs. Emotional balance: offers such as counseling in difficult life situations and programs to promote mental health Physical fitness: offers such as extensive check-up examinations, vaccination offers, and healthy lifestyle consulting Social networking: support through the pme family service, fitness center job, flexible working time models, and programs to promote diversity, equal opportunities, and participation Financial security: contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket, and exclusive employee conditions and individual consulting through the employee bank Job Data by YubHub .