# Digital Wealth Management Advisor

**Company**: Deutsche Bank
**Location**: Frankfurt
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Frankfurt-Taunusanlage-12/Senior-Experte--d-m-w--Digital-Wealth-Management-in-Frankfurt-oder-Nrnberg_R0456176?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/digital-wealth-management-advisor-2734f28b-8fd/

## Description

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.

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## Skills

### Required
- Investment expertise
- Financial market knowledge
- MiFID-compliant advisory process
- Digital media and tools
- Customer orientation
- Entrepreneurial thinking
- Communication strength

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Frankfurt-Taunusanlage-12/Senior-Experte--d-m-w--Digital-Wealth-Management-in-Frankfurt-oder-Nrnberg_R0456176?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)