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About the Role
This role is within the Wealth Management segment of Deutsche Bank's Private Bank, a market leader in Germany. The position focuses on serving affluent clients and entrepreneurs, contributing to the bank's goal of being the leading private client bank in Germany and fostering a "Culture of Excellence."
Responsibilities
- Manage a client portfolio in Wealth Management.
- Identify and leverage client needs and potential through structured strategy discussions.
- Advise on simple client needs and refer complex needs to experienced Wealth Management advisors or specialists.
- Provide investment advisory as a core competence, covering all Wealth Management (securities) products and services.
- Successfully close simple client advisory cases using sales skills.
- Conduct holistic advisory, considering regulatory requirements for securities business.
- Lead structured strategy discussions using available tools, processes, and aids.
- Develop client-facing competence through regular exchange and close collaboration with experienced team members and tandem discussions.
- Maintain personal client relationships for long-term client retention.
Requirements
- Completed training as a bank clerk.
- Advisory experience in the private client sector.
- Comprehensive knowledge of MiFID-compliant advisory processes and product spectrum.
- Sound knowledge in investments, including financial market developments.
- Experience in appointment scheduling to maximize client potential.
- High degree of customer and service orientation.
- Confident, competent, and friendly demeanor towards clients.
- Enjoy teamwork.
- Demonstrate initiative and assertiveness.
Skills
- Investment advisory
- MiFID compliance
- Financial market knowledge
- Sales skills
- Client relationship management
- Teamwork
- Initiative
- Assertiveness
- Customer service
Work Type
- Full-time
- Part-time
- Hybrid work
Experience Level
- Advisory experience in the private client sector
Education Level
- Bank clerk training
- Further education (desirable)
- University degree (desirable)
Benefits
- Counseling for difficult life situations
- Mental health promotion offers
- Comprehensive check-up examinations
- Vaccination offers
- Healthy lifestyle counseling
- Support from pme Familienservice
- FitnessCenter Job
- Flexible working time models (e.g., part-time, job sharing, hybrid work)
- Culture of diversity, equal opportunity, and inclusion
- Pension contribution plans
- Employee banking services
- Company bicycle
- Deutschlandticket
About the Company
- Deutsche Bank is Germany's leading bank with a global network, rooted in Europe.
- It operates four business divisions: Corporate Bank, Private Bank, Investment Bank, and Asset Management (DWS).
- The Private Bank bundles expertise in private client business, including Deutsche Bank and Postbank brands.
- It serves affluent clients globally, private clients, and small to medium-sized businesses.
- The bank aims to be the undisputed leading private client bank in Germany.
- It strengthens collaboration with its Corporate Bank to serve entrepreneurs.
- Deutsche Bank Wealth Management is the leading brand for exceptionally affluent clients.
- The company strives for a "Culture of Excellence."
- For over 150 years, its dedication to being the Global Hausbank has been driven by its people across approximately 60 countries and over 150 nationalities.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
- Strive for a culture of excellence, acting responsibly, thinking commercially, taking initiative, and working collaboratively.