# Wealth Management Advisor

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

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Kln-An-den-Dominikanern-11-27/Senior-Berater--d-m-w--Wealth-Management---Kln_R0456610?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-b43c3a22-45e/

## Description

## Job Overview

As a Wealth Management Advisor, you will provide comprehensive financial services to high-net-worth clients. You will act as a personal contact point, combining individual asset management with a broad range of financial products and services.

## Responsibilities

- Manage a portfolio of clients with intensive consulting needs and develop long-term customer relationships.

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

- Conduct structured strategy and advisory discussions, guiding them towards successful conclusions.

- Identify additional customer needs and involve suitable specialists for complex topics.

- Acquire new clients, expand business volume, and utilise existing relationships to establish contacts.

- Maintain your network, actively participate in client events, and collaborate closely with internal departments.

## Requirements

- Completed banking training; further education or studies are desirable.

- Certified qualification in investment advice or acquisition of the required certification before starting advisory activities.

- Several years of successful consulting experience in the distribution of financial services and knowledge of the MiFID-compliant consulting process.

- In-depth knowledge of investments and financial market developments, as well as practical experience with other 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

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

- Emotional well-being: Offers such as counselling in difficult life situations and mental health promotion.

- Physical fitness: Comprehensive 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 promotion programmes.

- Financial security: Contribution plans for old-age provision, bank services for employees, company bike, and Germany ticket.

## Additional Information

The position is offered in full-time and part-time.

For questions about the recruitment process, please contact Evangelia Tseliou: +49 69 910-45463

For more fresh new jobs, check out [yubhub.co](https://yubhub.co/).

## Skills

### Required
- Investment advice
- Financial products
- MiFID-compliant consulting
- Communication skills
- AI usage

### Nice to have
- Further education or studies
- Certified qualification in investment advice

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Kln-An-den-Dominikanern-11-27/Senior-Berater--d-m-w--Wealth-Management---Kln_R0456610?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)