# Wealth Management Advisor

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

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Gieen-Marktplatz-4/Senior-Berater--d-m-w--Wealth-Management---Gieen_R0453953?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-c5040984-544/

## Description

In the Wealth Management department, you will provide comprehensive financial advice to high-net-worth clients.

As a personal advisor, you will combine individual wealth management with a broad range of financial products and services.

Your responsibilities include:

- Managing a portfolio of clients with intensive advisory needs and developing long-term client relationships.

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

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

- Identifying additional client needs and involving suitable specialists for complex topics.

- Acquiring new clients, expanding business volume, and utilising existing relationships to gain new contacts.

- Maintaining your network, actively participating in client events, and collaborating closely with internal departments.

Requirements:

- Completed banking training; further education or a degree is desirable.

- Certified qualification in investment advice or commitment to obtaining the necessary 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.

- Comprehensive understanding of investments and financial market developments, as well as practical experience with other financial products.

- Proven customer and service orientation, confident demeanour, strong communication skills, initiative, and assertiveness.

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

Benefits:

- Emotional well-being: offers such as counselling in difficult life situations and programmes to promote mental health.

- Physical fitness: offers such as extensive check-up examinations, vaccination offers, and advice on healthy living.

- Social networking: support through the pme family service, fitness centre job, flexible working time models, and programmes 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 advice from the employee bank.

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

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## Skills

### Required
- investment advice
- financial products
- client relationship management
- MiFID-compliant consulting process
- AI usage

### Nice to have
- further education or degree
- 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/Gieen-Marktplatz-4/Senior-Berater--d-m-w--Wealth-Management---Gieen_R0453953?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)