# Wealth Management Advisor

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

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Landshut-Altstadt-314/Senior-Berater-Wealth-Management--d-m-w---Landshut_R0456613-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-management-advisor-d48af47d-b15/

## Description

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

As a personal advisor, you will combine individual wealth management with a broad range of financial products and services, building long-term client relationships, acquiring new clients, and collaborating with specialised departments on complex issues.

**Your Responsibilities**

- Manage a portfolio of clients with intensive advisory needs and develop long-term client relationships.

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

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

- Identify additional client needs and involve suitable specialists on complex topics.

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

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

**Your Skills and Experience**

- 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, acting responsibly and critically evaluating AI results.

**What We Offer**

- A wide range of benefits covering all your professional and personal needs.

- Offers to support your emotional well-being, such as counselling in difficult life situations and programmes to promote mental health.

- Comprehensive check-up examinations, vaccination offers, and advice on healthy living to maintain your physical fitness.

- Support through the pme family service, fitness centre job, flexible working time models, and programmes to promote diversity, equal opportunities, and participation.

- Financial security through contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket, as well as exclusive employee conditions and individual advice from the employee bank.

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

For questions about the recruitment process, please contact Andrea Lehmann: +49 (0) 69 910-47703.

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

## 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/Landshut-Altstadt-314/Senior-Berater-Wealth-Management--d-m-w---Landshut_R0456613-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)