About the Role
Wealth Management lives from people who understand their clients, advise them thoroughly and support them long-term. Even in an increasingly digital market, personal advice remains decisive. Digital tools and processes support advisors and create room for clients' needs.
In Deutsche Bank's Digital Wealth Management, this approach is developed further in motivated teams with a clear future focus, combining the possibilities of a large bank with the growth and development potential of a hybrid advisory model.
As an Advisor (d/m/w) in Digital Wealth Management, you take on your own client base of affluent private clients. You support them holistically and personally via video, phone and digital channels, and build long-term client relationships. Together with experienced colleagues, you further develop your advisory skills and contribute your experience to improving the advisory model and processes.
Your Tasks
•You manage your own client portfolio and support your clients holistically on wealth investment, provisioning and other financial matters.
•You build personal, long-term client relationships via video, phone and digital channels, and acquire new clients.
•You carefully prepare advisory meetings and conduct them applying the MiFID-compliant advisory process.
•You use digital tools and processes that support you in daily advisory work.
•You work closely with experienced colleagues and internal specialists.
•You contribute experience from client conversations and ideas for improving advisory services and processes.
Your Profile
•Banking vocational training or comparable qualification; a further qualification is an advantage
•Professional experience in client advisory, ideally in the private client and/or wealth management environment
•Good knowledge of investments and the MiFID-compliant advisory process
•Strong customer orientation, communication skills and a professional demeanor
•Affinity for digital advisory formats and confident use of modern digital tools
•Openness and willingness to learn, to develop professionally and take up new impulses
What We Offer
A broad range of benefits covering professional and personal needs:
•Emotionally balanced: counseling for difficult life situations and offers to promote mental health
•Physically fit: comprehensive check-ups, vaccination offers, and advice on healthy living
•Socially connected: support through pme Familienservice, the FitnessCenter Job, flexible working time models (e.g. part-time, job tandem, hybrid working), and programs promoting diversity, equal opportunity and participation
•Financially secure: pension contribution plans, banking services for employees, company bicycle or Deutschlandticket, exclusive employee conditions and individual advice from the employee bank
Benefits vary slightly depending on location; please contact your recruiter for specific questions.
The position is offered both full-time and part-time.
For questions about the recruitment process, contact Serap Ünlü: +49 151 27727379
