Digital Wealth Management Advisor

In the Digital Wealth Management division of Deutsche Bank, you will comprehensively support high-net-worth and entrepreneurial private clients through video, phone, and digital channels.

Your tasks:

• You will manage a demanding portfolio of wealthy and entrepreneurially oriented clients and develop it further.
• With your investment expertise, you will provide holistic advice on asset investment, provision, and comprehensive financial solutions.
• You will design personalised and needs-based customer consulting via video, phone, and digital channels.
• Together with specialists within the bank, you will develop suitable solutions for complex customer needs.
• You will contribute your specialist and market knowledge to the further development of the hybrid advisory model and digitally supported processes.
• Within the team, you will share your expertise and support colleagues in their induction and professional development.

Requirements:

• You have completed a banking-related or comparable training programme as well as further qualifications and/or a degree.
• From your previous activities, you bring many years of experience in advising high-net-worth clients or in elevated private client business.
• With your sound investment expertise, you are familiar with financial market developments and apply the MiFID-compliant advisory process sovereignly.
• You master digital media and tools and are enthusiastic about digital consulting and modern working methods.
• Your strengths include customer orientation, entrepreneurial thinking, communication strength, and joy in active knowledge transfer as well as in the professional accompaniment of colleagues.
• You are open to new technologies and use digital applications including AI-supported tools responsibly to support your daily work and actively shape changes and innovations.

Benefits:

• We offer you a wide range of services that cover all your professional and personal needs.
• Emotional balance: Offers such as counselling in difficult life situations and offers to promote your mental health.
• Physical fitness: Our offers to maintain your personal health and a conducive professional environment help you stay physically fit.
• Socially networked: The exchange with others opens up new perspectives, brings you forward professionally and personally, and strengthens your self-confidence and well-being.
• Financial security: The bank secures you financially not only during your active career but also for the future and supports your flexibility and mobility.