DB

Berater (d/m/w) Wealth Management

In short

Deutsche Bank's Privatkundenbank is hiring an experienced Relationship Manager for Wealth Management in Dresden, advising high-net-worth clients on investment and securities products. The role involves managing an existing client portfolio, acquiring new clients, conducting MiFID-compliant advisory conversations, and pulling in specialists for complex needs like mortgages or large-volume investments. It requires a completed bank clerk training, prior retail/private client advisory experience, and strong sales and client relationship skills. The position is offered full-time or part-time, hybrid work mode.

About the Division
In the Privatkundenbank, Deutsche Bank combines its expertise in retail banking in one business division – with the brands Deutsche Bank and Postbank as market leaders in Germany and a global network, covering the bank's business with wealthy clients worldwide as well as with private clients and small to medium-sized enterprises.
In its home market Germany as well as internationally, the Privatkundenbank offers its clients high-quality financial services from a single source – from comprehensive offerings for private clients, through the support of demanding entrepreneurs and their families, to solutions for smaller and medium-sized companies in important markets of the eurozone.
The Privatkundenbank is, alongside the Corporate Bank, the Investment Bank and Asset Management with its asset manager DWS, one of the four business divisions of the Deutsche Bank Group. Deutsche Bank is Germany's leading bank with a global network and firmly rooted in Europe.
We run our Wealth Management in Germany with the aim of being the undisputed, leading private client bank in Germany. We are market leader and, based on our excellent market position, the high quality of our employees and our broad range of offerings, we see further growth potential. In addition, we are strengthening cooperation with our Corporate Bank in order to serve entrepreneurs – privately and commercially. For exceptionally wealthy clients, we appear under the market-leading brand Deutsche Bank Wealth Management.
We strive for a "Culture of Excellence".
Your Responsibilities
•As an experienced Relationship Manager, you look after your own client portfolio in the Wealth Management segment and independently fulfill the mandate of comprehensively advising your clients and meeting their needs. In this role you are the first point of contact and the face of the bank for clients and in the market in the Wealth Management segment.
•Your core competence is investment advice. In line with the holistic approach, this includes advising on all (securities) products and services in Wealth Management. You conduct advisory meetings routinely to a successful conclusion.
•With your strongly developed sales skills, you open up the entire product and service range in Wealth Management to clients and bring in specialists situationally to address further, complex client needs (e.g. for large-volume PMP, complex pension needs, mortgage financing).
•You acquire new clients in the Wealth Management segment and grow the business volume.
•You advise holistically, taking into account the regulatory requirements for securities business, and conduct structured strategy discussions using the available tools, processes and aids.
•You successfully use existing client relationships and your communication skills to gain further contacts and new clients, and maintain personal client relationships with the aim of long-term client retention.
Your Skills and Experience
•You have training as a bank clerk (Bankkauffrau/Bankkaufmann); further training and/or a degree are desirable.
•You have advisory experience in the private client area and bring comprehensive knowledge of the MiFID-compliant advisory process and the product range.
•Your solid knowledge in the field of investments including financial market developments, as well as your good experience in arranging appointments to exploit client potential, complement your competencies.
•You show a high degree of client and service orientation, and your demeanor towards clients is confident, competent and friendly.
•You enjoy working in a team, show initiative and assertiveness.
What We Offer
We offer a wide range of benefits that cover all your professional and personal needs.
•Emotionally balanced: A positive attitude helps us master the challenges of everyday life – professionally and privately. Benefit from offers such as counseling in difficult life situations and offers to promote mental health.
•Physically fit: With offers to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. Benefit from offers such as extensive check-up examinations, vaccination offers and advice on healthy living.
•Socially connected: Exchange with others opens up new perspectives for us, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support from the pme family service, the FitnessCenter Job, flexible working time models (e.g. part-time, job tandem, hybrid working) as well as an extensive culture of diversity, equal opportunities and participation.
•Financially secure: The bank not only secures you during your active career, but also financially for the future, and supports your flexibility and mobility – whether private or professional. Benefit from offers such as pension contribution plans, banking services for employees, company bicycle or the Deutschlandticket.
Benefits may vary slightly depending on location; for specific questions, please contact your recruiter.
The position is offered full-time and part-time.
For questions about the recruitment process, Esther Grandmann is happy to help.
Contact Esther Grandmann: +49 69-91045 443

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