Job Description
Wealth Management lives from people who understand their clients, advise them thoroughly and accompany them over the long term. Even in an increasingly digital market, personal advice remains decisive. Digital tools and processes support this and create space for our clients' needs.
In Deutsche Bank's Digital Wealth Management, we are developing this approach further in motivated teams with a clear focus on the future. We combine the possibilities of a large bank with the growth and development potential of a hybrid advisory model.
Your Role
As a (Senior) Advisor (d/m/w) Digital Wealth Management, you take over your own client base of wealthy private clients. You look after them holistically and personally via video, phone and digital channels and develop long-term client relationships.
At the same time, you bring your advisory experience into the further development of our offerings and processes. In this way, you combine independent client responsibility with concrete scope for shaping things.
Your Tasks
•You look after your own portfolio of wealthy private clients holistically and specifically develop client relationships and business potential further.
•You advise personally via video, phone and digital channels on wealth investment, provision and other financial solutions.
•You build trust through professional expertise, individual support and a high quality of advice and service.
•You use digital tools and processes that support your advisory work and make processes more efficient.
•You bring your advisory experience and concrete ideas into the further development of our hybrid advisory model.
•You work closely with your team as well as specialists of the bank and continuously develop your competencies.
Your Profile
•Banking commercial or comparable training as well as further qualification(s) desirable
•Several years of experience advising wealthy clients or in the upscale private client business
•Sound knowledge in the field of investments as well as confident application of the MiFID-compliant advisory process
•Strong client orientation, strong communication skills and a confident, professional demeanor even in demanding advisory situations
•Affinity for digital advisory formats and confident use of modern digital tools and advisory concepts
•You are open to new technologies and use digital applications, including AI-supported tools, to support your daily work - acting responsibly and paying careful attention to the handling of data and information
•Openness and initiative to actively help shape a changing industry and to take up and implement new impulses
What We Offer
We offer you a broad range of benefits that cover all your professional and personal needs.
Emotionally balanced
A positive attitude helps you master the challenges of everyday life - professionally and privately. Benefit from offers such as counseling in difficult life situations and offers to promote your mental health.
Physically fit
With our offers to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. You benefit from comprehensive check-up examinations, vaccination offers and advice on a healthy lifestyle.
Socially connected
Exchange with others opens up new perspectives, advances you professionally and personally and strengthens your self-confidence and well-being. Benefit from offers such as support through 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 secures you not only 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 contribution plans for retirement provision, banking services for employees, company bicycle or the Deutschlandticket.
Benefits may vary slightly depending on location; for specific questions, please contact your recruiter.
For questions about the recruitment process, Julia Lotze is happy to help.
Contact Julia Lotze: +49 0 171-5570161
