# Berater (d/m/w) Digitales Wealth Management

**Company**: Deutsche Bank Group
**Work arrangement**: hybrid
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Hattenbergstr-10/Kundenberater--d-m-w--Digitales-Wealth-Management_R0437668-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_889e7ee6-ca3

## Description

The financial industry is often considered traditional. We see this as an opportunity to rethink consulting – more digitally, flexibly and consistently aligned with the needs of our customers.

As a consultant (m/f/d) in Digital Wealth Management, you will look after your own portfolio of wealthy private customers and advise them holistically – personally, digitally and according to their needs. You will work closely with experienced colleagues, continuously build up your consulting expertise and develop yourself professionally and methodically.

**Your tasks**

- Holistic advice and support for customers in the wealth management environment

- Personal and digital advice (e.g. video, telephone, online channels) on asset investment, precautionary measures and other financial solutions

- Building and maintaining long-term customer relationships as well as actively winning new customers in the wealth management segment

- Close cooperation within the team as well as with internal specialists

- Preparation and implementation of advisory conversations using the MiFID-compliant advisory process

- Active use of digital tools and participation in the further development of modern advisory approaches

**Your profile**

- Completed banking training or a business or economics degree or a comparable qualification in the banking, finance or capital market environment

- Experience in advising wealthy customers as well as good knowledge in the area of investments and in the MiFID-compliant advisory process, ideally AnsFuG certification

- Pronounced customer orientation, communication strength and a professional appearance

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

- Openness and willingness to learn, to develop yourself professionally and to take on new impulses

**What we offer**

- A wide range of services that cover all your professional and personal needs

- Offers such as consultation in difficult life situations and offers to promote your mental health

- Comprehensive check-up examinations, vaccination offers and advice on a healthy lifestyle

- Support through the pme family service, fitness center job, flexible working time models and a comprehensive culture of diversity, equal opportunities and participation

- Contribution plans for old-age provision, bank services for employees, company bicycle or Germany ticket

## Skills

### Required
- MiFID
- wealth management
- investment
- digital tools

### Nice to have
- AnsFuG certification
- German

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Hattenbergstr-10/Kundenberater--d-m-w--Digitales-Wealth-Management_R0437668-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)