# Wealth Management Advisor

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

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Heilbronn-Moltkestrae-6-8/Investment-Manager--d-m-w--Standort-Heilbronn_R0439906?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-c762496b-600/

## Description

We are seeking a Wealth Management Advisor to join our Private Customers Bank team in Heilbronn. As a Wealth Management Advisor, you will be responsible for managing and advising high-net-worth clients on investment solutions.

**Responsibilities:**

- Accompany the exploitation of existing customer relationships in core products, including DPM, traditional advisory business, and advisory mandates

- Professionally manage client assets in investment business, including:

- Managing asset structure and risk management

- Advising on further investment solutions, including active approach and concrete implementation of individual titles

- Managing Personal Strategy Portfolios in accordance with the WM CIO View and WM Investment Universe

- Work closely with our Client Service Team (CST) to support existing customer relationships and acquire new customers

- Optimize customer loyalty and satisfaction in existing customer relationships and continuously develop advisory and service quality and risk management

- Promote achieving business goals, focusing on performance and risk responsibility for managed investments and profitable expansion of managed customer relationships

- Comply with process and guideline requirements as well as operational excellence within your area of responsibility

**Requirements:**

- University degree and/or comparable education and relevant further training (e.g., bank academy)

- Certified investment advisor with relevant documentation or ensuring certification before starting advisory activities

- Several years of experience in banking and securities business in customer service, acquisition experience, and good knowledge of WM products and services

- High sense of responsibility when dealing with important bank customers and associated reputation risks

- Team-oriented, with access to a broad internal and external network and willingness to travel

- Verifiable German and English language skills

**What we offer:**

- Comprehensive range of benefits covering professional and personal needs

- Various programs for mental health, physical fitness, and social networking

- Financial security through contribution plans for retirement, employee benefits, and company services

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

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## Skills

### Required
- Investment Management
- Risk Management
- Customer Service
- Financial Planning
- Wealth Management
- German
- English

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Heilbronn-Moltkestrae-6-8/Investment-Manager--d-m-w--Standort-Heilbronn_R0439906?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)