# Wealth Management Advisor

**Company**: Deutsche Bank Group
**Location**: Erlangen, Nürnberger Straße 37-39
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Erlangen-Nrnberger-Strae-37-39/Senior-Berater-Wealth-Management-Select--d-m-w---Erlangen_R0448695?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-10479087-365/

## Description

Wealth Management Advisor

In the Wealth Management division, you will provide comprehensive financial advice to affluent clients. As a personal contact person, you will combine individual asset management with a broad range of financial products and services. Your goal is to build long-term customer relationships, acquire new clients, and collaborate with specialised departments on complex issues.

Responsibilities:

- You will independently manage a client portfolio with intensive consulting needs and develop long-term customer relationships.

- You will provide holistic advice on investments, securities, and other financial products while complying with regulatory requirements.

- You will conduct structured strategy and consulting discussions and guide them towards successful conclusions.

- You will identify additional customer needs and involve suitable specialists on complex topics.

- You will acquire new clients, expand the business volume, and utilise existing relationships to gain new contacts.

- You will maintain your network, actively participate in customer events, and work closely with internal departments.

Requirements and experiences:

- You have completed training as a bank clerk; further education or a degree is desirable.

- You hold a certified qualification in investment advice or will obtain the necessary certification before starting your advisory activities.

- You have several years of successful consulting experience in the sale of financial services and knowledge of the MiFID-compliant consulting process.

- You have in-depth knowledge of investments and financial market developments and practical experience with other financial products.

- You possess excellent customer and service orientation, confident demeanour, communication skills, initiative, and assertiveness.

- You use AI and its potential in sales to increase productivity, optimise processes, and solve business challenges while acting responsibly and critically evaluating AI results.

Benefits:

- Emotional well-being: offers such as counselling in difficult life situations and programmes to promote mental health.

- Physical fitness: offers such as extensive check-up examinations, vaccination offers, and advice on healthy living.

- Social networking: support through the pme family service, fitness centre job, flexible working time models, and programmes to promote diversity, equal opportunities, and participation.

- Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle, or Germany ticket, and exclusive employee conditions and individual advice from the employee bank.

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

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## Skills

### Required
- Investment advice
- Financial products
- MiFID-compliant consulting process
- Communication skills
- AI usage

### Nice to have
- Further education or degree
- Certified qualification in investment advice

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Erlangen-Nrnberger-Strae-37-39/Senior-Berater-Wealth-Management-Select--d-m-w---Erlangen_R0448695?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)