# 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-Berater--d-m-w--Digital-Wealth-Management-in-Frankfurt-oder-Nrnberg_R0456160?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/digital-wealth-management-advisor-29adea5a-1be/

## Description

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.

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## Skills

### Required
- Investment knowledge
- MiFID-compliant advisory process
- Customer orientation
- Communication skills
- Digital literacy

### Nice to have
- Banking-related training
- Further qualifications

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Frankfurt-Taunusanlage-12/Senior-Berater--d-m-w--Digital-Wealth-Management-in-Frankfurt-oder-Nrnberg_R0456160?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)