# Wealth Management Advisor

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

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Regensburg-Maximilianstrae-9/Senior-Berater-Wealth-Management--d-m-w---Regensburg_R0456609?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-99d30d5c-ac0/

## Description

In the Wealth Management department, you will provide comprehensive financial services to affluent clients. As a personal contact person, you will combine individual asset management with a broad range of financial products and services. Your goal is to build long-term client relationships, acquire new clients, and collaborate with specialised departments on complex issues.

Responsibilities:

- You will independently manage a client portfolio with intensive advisory needs and develop long-term client relationships.

- You will provide holistic advice on investments, securities, and other financial products while complying with regulatory requirements.

- You will conduct structured strategy and advisory discussions and guide them towards successful conclusions.

- You will identify additional client needs and involve suitable specialists on complex topics.

- You will acquire new clients, expand the business volume, and utilise existing relationships to establish contacts.

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

Requirements:

- You have completed training as a bank clerk; further education or a degree is desirable.

- You hold a certified qualification in investment advice or will obtain the necessary certification before starting your advisory activities.

- You have several years of successful consulting experience in the sale of financial services and knowledge of the MiFID-compliant consulting process.

- You have in-depth knowledge of investments and financial market developments and practical experience with other financial products.

- You demonstrate pronounced customer and service orientation, confident demeanour, communication skills, initiative, and assertiveness.

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

Benefits:

- We offer a wide range of services that cover all your professional and personal needs.

- Our benefits include support for mental health, physical fitness, social networking, and financial security.

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## Skills

### Required
- financial planning
- investment advice
- client relationship management
- financial products
- regulatory compliance
- MiFID

### Nice to have
- AI
- data analysis
- communication skills
- teamwork

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Regensburg-Maximilianstrae-9/Senior-Berater-Wealth-Management--d-m-w---Regensburg_R0456609?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)