# Digital Wealth Management Advisor

**Company**: Deutsche Bank Group
**Location**: Berlin, Leipziger Platz 8 (O)
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Berlin-Leipziger-Platz-8-O/Berater-Digital-Wealth-Management--d-m-w-_R0429083?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_69e76256-b00

## Description

The Digital Wealth Management unit combines the stability and seriousness of a leading private customer bank with modern, digital advisory approaches.

As a Digital Wealth Management Advisor (m/f/d), you will be responsible for managing your own portfolio of affluent private customers and providing holistic advice - personal, digital, and needs-based.

**Your Responsibilities**

- Provide comprehensive advice and support to customers in the wealth management environment

- Offer personal and digital advice (e.g., video, phone, online channels) on asset investment, retirement planning, and other financial solutions

- Prepare and conduct advisory meetings using the MiFID-compliant advisory process

- Build and maintain long-term customer relationships and actively acquire new customers in the wealth management segment

- Collaborate closely with the team and internal specialists

- Actively utilize digital tools and contribute to the development of modern advisory approaches

**Your Profile**

- Banking or comparable education; further qualifications are beneficial

- Professional experience in customer advisory services, ideally in private banking and/or wealth management

- Good knowledge of investments and the MiFID-compliant advisory process

- Strong customer orientation, communication skills, and professional demeanor

- Affinity for digital advisory formats and secure application of modern digital tools

- Openness and willingness to learn and develop professionally

**What We Offer**

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

- Emotional balance: offers such as counseling in difficult life situations and programs to promote mental health

- Physical fitness: offers such as extensive check-up examinations, vaccination offers, and healthy lifestyle consulting

- Social networking: support through the pme family service, fitness center job, flexible working time models, and programs to promote diversity, equal opportunities, and participation

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

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## Skills

### Required
- Investment knowledge
- MiFID-compliant advisory process
- Customer advisory services
- Digital advisory formats
- Communication skills

### Nice to have
- Further qualifications in banking or finance
- Experience in private banking and/or wealth management

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Berlin-Leipziger-Platz-8-O/Berater-Digital-Wealth-Management--d-m-w-_R0429083?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)