# Wealth Management Advisor

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

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Landau-Xylanderstrae-1/Senior-Berater--d-m-w--Wealth-Management-Select---Landau_R0442287?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_427833d9-bb9

## Description

Wealth Management Select is part of Deutsche Bank Group, where you will provide comprehensive financial services to high-net-worth clients.

As a personal advisor, you will connect individual wealth management with a wide range of financial products and services, building long-term client relationships, acquiring new clients, and collaborating with specialised departments on complex issues.

**Responsibilities**

- Manage a portfolio of clients with intensive advisory needs and develop long-term client relationships.

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

- Conduct structured strategy and advisory conversations, guiding them towards successful conclusions.

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

- Acquire new clients, expand business volume, and utilise existing relationships to gain contacts.

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

**Requirements**

- Completed banking professional training; further education or studies are desirable.

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

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

- Comprehensive understanding of investments and financial market developments, with practical experience in further financial products.

- Demonstrated customer and service orientation, confident demeanour, communication skills, initiative, and assertiveness.

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

**Benefits**

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

- Physical fitness: extensive check-up examinations, vaccination offers, and healthy lifestyle advice.

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

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

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

## Skills

### Required
- Investment advice
- Financial products
- Client relationship management
- Communication skills
- AI usage

### Nice to have
- Further education or studies
- Certified qualification in investment advice
- MiFID-compliant consulting process

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Landau-Xylanderstrae-1/Senior-Berater--d-m-w--Wealth-Management-Select---Landau_R0442287?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)