# Wealth Management Advisor

**Company**: Deutsche Bank
**Location**: Rostock Kröpeliner Straße 84
**Work arrangement**: hybrid
**Experience**: senior
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Rostock-Krpeliner-Strae-84/Senior-Berater-Wealth-Management--d-m-w-_R0421844?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-8fdee17d-776/

## Description

We are seeking a team-oriented top performer to join our Wealth Management team at Deutsche Bank. As a Wealth Management Advisor, you will represent the bank to clients and in the market, driving growth, acquiring new clients, and maintaining existing relationships. You will be responsible for a portfolio of demanding and complex client needs, providing strategic advice on asset investment, precautionary measures, and succession planning.

**Your tasks:**

- Represent the bank to clients and in the market

- Foster growth, acquire new clients, and maintain existing relationships

- Take responsibility for a client portfolio with complex needs

- Conduct regular strategic discussions and provide holistic advice tailored to client needs

- Achieve sustainable results through structured advice and collaborate with expert teams

**Your profile:**

- Completed banking training, ideally supplemented by a degree or further education

- Proven success in client acquisition and holistic exploitation of client potential

- Several years of experience in financial services consulting and sales

- Expertise in investments and in-depth knowledge of MiFiD-compliant advisory and product spectrum

- Excellent communication skills, high client and team orientation, confident demeanor, and self-motivation

- You use AI and its potential in sales to increase productivity, optimize processes, and solve business challenges

**What we offer:**

- A wide range of benefits covering professional and personal needs

- Emotional balance: offers such as counseling in difficult life situations and mental health promotion

- Physical fitness: comprehensive check-ups, vaccination offers, and healthy lifestyle advice

- Social networking: support through family service, fitness center, flexible working hours, and diversity promotion programs

- Financial security: contribution plans for old-age provision, employee bank services, company bike, and Germany ticket

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## Skills

### Required
- Investment expertise
- MiFiD knowledge
- Communication skills
- Client acquisition
- Holistic advice

### Nice to have
- AI usage
- Digital literacy

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Rostock-Krpeliner-Strae-84/Senior-Berater-Wealth-Management--d-m-w-_R0421844?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)