# Wealth Management Advisor

**Company**: Deutsche Bank Group
**Location**: Mainz
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Ludwigsstr-Weililieng/Senior-Berater--d-m-w--Wealth-Management---Mainz_R0455863?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-3732e29c-1e4/

## Description

## Job Overview

As a Wealth Management Advisor, you will provide comprehensive financial services to high-net-worth clients. You will serve as a personal contact point, combining individual asset management with a broad range of financial products and services. Your goal is to build long-term client relationships, acquire new clients, and collaborate with specialised departments on complex issues.

## Responsibilities

- Manage a portfolio of clients with intensive consulting needs and develop long-term customer relationships.

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

- Conduct structured strategy and consulting discussions, guiding them towards successful conclusions.

- Identify additional client needs and involve suitable specialists for complex topics.

- Acquire new clients, expand business volume, and leverage existing relationships to establish contacts.

- Maintain your network, actively participate in client events, and closely collaborate with internal departments.

## Requirements

- Completed banking training; further education or a degree is desirable.

- Certified qualification in investment advisory or commitment to obtain the necessary certification before starting advisory activities.

- Several years of successful consulting experience in the distribution of financial services and knowledge of the MiFID-compliant consulting process.

- In-depth knowledge of investments and financial market developments, as well as practical experience with other financial products.

- Demonstrated customer and service orientation, confident demeanour, strong communication skills, self-motivation, and assertiveness.

- Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges.

## What We Offer

We offer a wide range of benefits that cover all your professional and personal needs.

- **Emotional Well-being**: Positive attitude helps us cope with everyday challenges – professionally and privately. Take advantage of offers such as counselling in difficult life situations and mental health promotion.

- **Physical Health**: With offers to maintain your personal health and a conducive work environment, the bank helps you stay physically fit. Benefit from extensive check-up examinations, vaccination offers, and advice on healthy living.

- **Social Connection**: Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support through the pme family service, the Job fitness centre, flexible working time models, and programmes to promote diversity, equal opportunities, and participation.

- **Financial Security**: The bank secures your financial future not only during your active career but also provides financial security and supports your flexibility and mobility – whether private or professional. Benefit from offers such as contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket, and utilise exclusive employee conditions and individual advice from the employee bank.

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

For questions about the recruitment process, please contact Evangelia Tseliou: +49 69 910-45463

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## Skills

### Required
- Investment Advisory
- Financial Products
- MiFID
- Client Relationship Management
- Communication
- Problem-Solving
- AI and Data Analysis

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

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Ludwigsstr-Weililieng/Senior-Berater--d-m-w--Wealth-Management---Mainz_R0455863?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)