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.