Digital Wealth Management Advisor

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

Your main tasks:

• Develop and manage your own portfolio of high-net-worth private clients and further develop client relationships and business potential.
• Provide personal advice on investments, retirement planning, and other financial solutions via video, phone, and digital channels.
• Create trust and ensure high-quality advice and service through your expertise and individual support.
• Use digital tools and processes efficiently to support your advisory services.
• Contribute your consulting experience and ideas to the development of the hybrid advisory model.
• Collaborate with your team and specialists from the bank to develop tailored solutions and continuously expand your skills.

Requirements:

• You have completed a banking-related or comparable training; further qualifications are desirable.
• You have several years of experience in advising high-net-worth clients or in the high-end private customer business.
• With your sound investment knowledge, you apply the MiFID-compliant advisory process safely.
• Your strengths include customer orientation, communication skills, and a confident, professional demeanor, even in demanding consultation situations.
• You use modern digital tools and consulting concepts safely and have a high affinity for digital advisory formats.
• With openness and self-initiative, you pick up new impulses and actively shape changes in the industry.
• You use digital applications, including AI-supported tools, responsibly to support your daily work and handle data and information carefully.

Benefits:

• Comprehensive range of services covering all your professional and personal needs.
• Offers to promote mental health, physical fitness, and social networking.
• Financial security through contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket.

The position is offered full-time and part-time.