About the Division
Deutsche Bank bundles its private client expertise in the Private Bank division – with the Deutsche Bank and Postbank brands as market leaders in Germany and a global network covering business with wealthy clients worldwide as well as private clients and selected small to medium-sized companies.
In its home market Germany and internationally, the Private Bank offers its clients high-quality financial services from a single source – from comprehensive offerings for private clients to the support of demanding entrepreneurs and their families to solutions for selective smaller and medium-sized companies in important markets of the eurozone.
The Private Bank 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 are bringing our existing Wealth Management and Private Banking business in Germany closer together with the goal of offering the best Wealth Management in Europe. We are market leaders and see further growth potential due to our excellent market position, the high quality of our employees and our broad range of offerings. In addition, we are strengthening cooperation with our Corporate Bank in order to serve entrepreneurs – privately and professionally.
For extraordinarily wealthy clients (U/HNWIs), we continue to operate under the market-leading Deutsche Bank Wealth Management brand.
Your Responsibilities
•Overall responsibility for a constantly growing client portfolio, predominantly clients in the (mid/upper) HNW and lower UHNW segment with high complexity of client portfolio and client needs
•Active acquisition of new client relationships in the focus segments, among other things through:
•Excellent networking within the bank (One Bank)
•Referral management in existing client relationships and active presence in the market, e.g. through initiating/participating in client/network events
•Holistic support of existing client relationships in the assigned focus segment using the bank's standard IT applications and tools
•Excellent collaboration within the "Client Service Team (CST)" in acquiring new client relationships (e.g. pitches) as well as maintaining existing client relationships
•Independent assumption and execution of "Know Your Customer (KYC)" processes with support from the CST
•Continuous development with regard to advisory/service quality and risk management
•Acquisition of clients and expansion of the share of wallet of the existing client book, as well as continuous active support of target/existing clients
•(Co-)development of concrete proposals for optimizing the product and service offering
•Systematic expansion of internal/external networks and cooperations
Your Skills and Experience
•University degree or comparable training and knowledge (e.g. Bankakademie)
•Certified qualification as an investment advisor, which can be proven by a suitable document, or it will be ensured that the certification is completed before taking up advisory activity
•Strong expertise and extensive experience in professional comprehensive wealth advisory and the support of clients in the self-managed portfolio as well as target clients
•Particular sense of responsibility in dealing with exposed bank clients and awareness of the associated reputational risks
•Sustainably high and successfully practiced acquisition performance
•Very good knowledge of the WM product/service offering as well as excellent capital market knowledge and a strong ability to explain overall economic relationships
•Comprehensive access to and breadth of (internal and external) networks
•Strong capacity for innovation and change
•Very high customer orientation and very high team spirit
•Fluent German and good to very good English
•Willingness to travel
What We Offer
A wide range of benefits covering all your professional and personal needs.
•Emotionally balanced: A positive attitude helps us master everyday challenges – professionally and privately. Benefit from offerings such as counseling in difficult life situations and offers to promote mental health.
•Physically fit: With offerings to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. Benefit from offerings such as comprehensive check-up examinations, vaccination offers and advice on a healthy lifestyle.
•Socially connected: Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offerings 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 programs to promote 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 offerings such as retirement contribution plans, banking services for employees, company bicycle or the Deutschlandticket, and use exclusive employee conditions and individual advice from the employee bank.
Benefits vary slightly depending on location, so please contact your recruiter for specific questions.
The position is offered full-time and part-time.
For questions about the recruitment process, Yasmin Waltinger is happy to help.
Contact Yasmin Waltinger: +49 69 910 30539
